Thao Truong Financial Mentor A LITTLE MORE ABOUT THAO:Thao is an Associate Wealth Advisor at Morton Capital. To Thao wealth means more than money. It is about having the privilege to live our life purpose with a joyful heart and enthusiasm—not stressing out about money, security, health, or relationships. It is about having the wisdom…
Kevin Rex Financial Mentor A LITTLE MORE ABOUT KEVIN:Kevin CFP® is a Wealth Advisor and Partner at Morton Capital. To Kevin wealth means experiencing life with those you love: skiing down a mountain in Utah, playing in the waves of Santa Barbara, or sitting around the fire pit in my backyard telling stories and laughing.…
Rich Davtyan Financial Mentor A LITTLE MORE ABOUT RICH:Rich CFP® began his career in wealth management in 2013. Prior to joining Mercer Advisors, he worked at a major insurance company as a Financial Planner. Rich holds a Bachelor of Science degree in Finance from California State University, Northridge. Rich resides in Los Angeles and when…
Justin Shane Financial Mentor A LITTLE MORE ABOUT JUSTIN:Justin Shane CFP® began his career in the financial services industry in 2013. He has a passion for helping families and individuals navigate financial decisions and achieve Economic Freedom. He holds a FINRA Series 65 license and is a member of the Financial Planning Association. Justin graduated…
Grant Blindbury Financial Mentor A LITTLE MORE ABOUT GRANT:Grant Blindbury CFP® is a and Partner at FMB Wealth. Grant began his career in the Investment Advisory industry in 2001 with Fields Financial Associates. As Fields Financial Associates grew, Grant eventually became a Partner in 2008 and the firm’s name was changed to FMB Wealth Management.…