Meet the Team
Financial Planners
Derek Ferriera, CFP®, CLU®, ChFC®, REBC®, CBEC®
Partner / Financial Planner
Roberto J. Duran, CFP®, ChFC®, CRPC®, CBEC®
Partner / Financial Planner
Abiel Acosta, CFP®, CBEC®, CPFA®
Partner / Financial Planner
Financial Planning Support Staff
Client Service
Honolulu
Years of experience have prepared us to guide you through your life transitions.
Irvine
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Oxnard
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Associated Financial Planners
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.