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Raise Your Expectations
Meet The Team
Valerie Flores,CPA•EA
Daniel Mercado
Franklin Banfer, CFP®
Eva Mercado
Gabriella Spallino
What We Do
01
PORTFOLIO MANAGEMENT
02
FINANCIAL PLANNING
03
TAX PLANNING
04
ESTATE PLANNING
bottom of page
Raise Your Expectations
Valerie Flores,CPA•EA
Daniel Mercado
Franklin Banfer, CFP®
Eva Mercado
Gabriella Spallino
What We Do
01
PORTFOLIO MANAGEMENT
02
FINANCIAL PLANNING
03
TAX PLANNING
04