Our Team

Paul attended California State University, Fresno where he received his CERTIFIED FINANCIAL PLANNER™ Designation and also attended University of Westminister, where he received his B.A. (Hons) Business and IT. As a CERTIFIED FINANCIAL PLANNER™ Professional and Chartered Retirement Planning Counselor, (CRPC®) he has been advising clients for 20 years and counting. His specialties include: Financial & Retirement Planning, Investment Consulting, Stocks, Bonds, Mututal Funds, Annuities & Insurance.

His experiences have allowed him to focus on medical, education, farming and other business professionals who want customized financial planning. He extends his experience to pre-retirees and retirees who are planning for their future lifestyles. He works hard to simplify the lives of his clients by helping them work towards their individualized financial objectives. Through a disciplined risk adjusted approach and the use of the LPL Financial platform he is able to offer clients access to the full menu of products and services that are available.

Paul is active in the community by coaching youth soccer. Paul himself was an active soccer player in his younger years, but now enjoys cycling and playing golf with his three sons. 

Matt Merzoian

For more than 20 years, Matt Merzoian has specialized in retirement plan consulting and advisory services.

Tina

Tina joined our team in 2008 after spending 15 years in various areas of the real estate industry. She has excellent people skills and brings a positive and strong work ethic each and every day. Tina prides herself in being a tremendous asset to the clients she serves and enjoys helping them pursue their dreams and goals. 

Tina loves spending time with her two children, Diana who loves dancing, and Max who is playing football and loves the outdoors, as well as her chihuahua dog, Mickey. In her spare time, Tina, loves to travel and enjoys hiking on occasion.

Brooke

Brooke began her career in the financial services industry in 1995 as a Client Service Assistant. By 1998, she obtained her securities registration and realized that she really loved the legal and compliance side of the business. She continued with her efforts and now has 5 securities registrations currently held with LPL Financial as well as her insurance license. She is married to Mike and has 2 children; Austin and Madison.

Rebeka

Rebeka joined LPL in 2009. Her organization skills and knowledge of LPL Financial processes are a great value to our team. She supports our Financial Advisors with all administrative tasks. Rebeka enjoys being active, traveling, and spending time with family and friends.

Tammy

Bio Coming soon

Tess

After graduating in 2005, Tess gathered experience in the industry and acquired her Life Insurance license prior to joining LPL in 2008. Tess has continued to study and has gathered recognition from LPL for her efforts to expand her industry knowledge. Her goal is to always provide outstanding client service while maintaining a positive attitude. She is ready and willing to jump in and help our clients when needed. She loves spending time with her family, enjoys attending her little brother's baseball games and traveling with friends.