Our Qualifications


 

STANLEY HARGRAVE 

Owner/Partner


  •   CERTIFIED FINANCIAL PLANNER™  CFP®*
  • Master Of Science: Financial Planning-Wealth Management
  • Extension Faculty Member: University Of California -Riverside
  • Extension Faculty Member: DePaul University
  • Accredited Wealth Management Advisor (AWMAsm)

 

 

JOE LYONS

Owner/Partner
 

  • BA - Villanova University
  • MBA - National University
  • Master of Arts - Claremont Graduate University
  • Certificate in Personal Financial Planning - UC Riverside
  • CERTIFIED FINANCIAL PLANNER™  CFP®*
  •  
  • Ctec Registered Tax Preparer

 

*CFP® is "Certified Financial Planner™" a designation earned through formal education, comprehensive examination,  practical experience, and adherence to the CFP® board Code of Ethics.  

<blockquote dir="ltr" style="margin-right: 0px; text-align: