We help people save, grow and protect their money.

We are active in the Culver City community… We are part of the Rotary Club and Chamber of Commerce, eat at local restaurants, work with the local schools and volunteer at community events. There’s not a lot of down time, but we know that every family needs help – whether paying for college, saving enough for retirement, protecting against losses, getting out of debt, etc. – we’ve seen it all and helped people accomplish their goals.

Sevana Hagdadian

Sevana has been in this industry helping families for more than eight years. She has a talent for communicating her vast understanding of financial topics in an approachable way that people can understand. She treats clients as if they were her own family and is passionate about finding the very best solution for every person she sits with.

She is who she is and does what she does because of her family. They have faced many challenges together and come through stronger. Now she fights to make sure no family is left behind.

Lic # 0H31138

Brian Kloefkorn

Brian has a passion to help people. Many of the challenges that he now works hard to protect families from are things he has lived through in his own family. From his personal experience, he knows that every family needs to properly plan for the future.

Apart from teaching personal finance and helping families he travels to Haiti twice a year to serve at a children’s home and in the surrounding community.

Lic # 0K94472