Skip to main content

Meet Our Team

Committed To Excellence

Our team of highly-credentialed, dedicated professionals has been carefully assembled so that our clients experience seamless, timely, and sophisticated service. We’re here to ensure that the needs of your family or your business are in good hands. Because of our team, we have great flexibility in the roles we can play, and the products, tools, and strategies that we have access to. Additionally, we have access to a robust network of trusted professionals such as estate planning attorneys and accountants, who, for decades, have worked alongside us to take great care of our clients.

Paul Baboolal CLU®, ChFC®

Wealth Management Advisor and Co-Founder

Sandeep Gupta MBA, CFP®, ChFC®, RICP®, CAP®

Wealth Management Advisor and Co-Founder

Rekha Chintalacharuvu

Financial Advisor

Cristina Marie Galarza

Practice Manager

Liz Hernandez

Insurance Operations Associate

K.J. Burrell MBA

Director of Operations

Simone Ysaguirre

Financial Planning Analyst

Julius Vergara

Insurance Operations Associate

Elizabeth Gilbert

Director of Marketing