Wilson L. Lea CFP®

Financial Planner  ·  Retirement Plan Advisor

Wilson leads the firm’s advisory relationships, bringing a CFP®-level planning discipline to every client’s full financial picture.

Lawrence Rocha AIF® · MBA

Financial Planner

Lawrence works closely with clients on retirement and rollover decisions, with 15+ years of finance experience and a focus on planning that fits real life.

Juan Sarmiento FSCP®

Paraplanner

Juan supports the planning process behind the scenes — building analyses, preparing reviews, and keeping client work moving.

Homa Mohsenian

Director of Operations

Homa keeps the practice running smoothly, overseeing operations so the team can stay focused on clients.

Miriam Cortez

Director of Client Services

Miriam is often your first point of contact, making sure every client interaction is responsive, warm, and well-handled.

Licensed across securities & insurance — fiduciary standard first

Wilson, Lawrence, and Juan each hold Series 7 and Series 65/66 securities registrations, and all three carry California insurance licenses — so the team can evaluate everything from a full range of investment solutions to principal-guaranteed and insurance-based options. The team operates under the fiduciary standard: your interests always come first, not commissions.

Serving multilingual households & first-generation families

Our team serves clients across language lines with warmth and precision, giving us the ability to connect with a wide range of households in the language they’re most comfortable with. We understand the distinct dynamics of immigrant families and first-generation professionals — from navigating unfamiliar retirement systems to building financial foundations in the United States.