About Parallax
A small team, with the strength of a national firm behind it.
We built Parallax Wealth Management to give clients the personal attention of a boutique practice with the strength of a national firm behind it. Here's who you'll work with.
Meet the Team
The people behind your plan.
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.
Credentials & Education
CFP® Certified Financial Planner™
B.A. Economics, UCLA
Certificate in Financial Planning, DePaul University
25+ years experience
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.
English · EspañolCredentials & Education
AIF® Accredited Investment Fiduciary
MBA, CSU Monterey Bay
Certificate in Financial Planning, UCLA Extension
15+ years experience
Juan Sarmiento FSCP®
Paraplanner
Juan supports the planning process behind the scenes — building analyses, preparing reviews, and keeping client work moving.
English · EspañolCredentials & Education
FSCP® Financial Services Certified Professional
B.S. Computer Science, Cal Poly Pomona
Homa Mohsenian
Director of Operations
Homa keeps the practice running smoothly, overseeing operations so the team can stay focused on clients.
English · Français
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.
English · EspañolLicensed 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.