Team

With over 20 years of experience, Opinder Marwah has established a successful practice helping individuals, families, and businesses on their financial journey.

Ben Blum has over 15 years of experience in the investment industry. His experience includes asset management, retirement planning, college planning, comprehensive financial planning, life insurance and assessments of 401K plans. In...

Chad Hennessy grew up in Monrovia, CA. After high school, he attended Cal Poly Pomona. He was securities and insurance licensed in 2005. After 13 years in Diamond Bar, Chad relocated his office to San Dimas, CA in 2017. San Dimas is...

Mali Tsai specializes in assisting her team on all fronts. Born and raised in Southern California, she graduated from University of California, Riverside. Aspiring to be an advisor, she also holds Series 6 and 63 securities licenses.