We Established Since 1998 To Safeguard Your Wealth

Since our founding in 1998, we have been committed to providing our clients with technology-based wealth management. Our team of financial professionals specialize in a variety of areas, including management, investment, savings, retirement and insurance.

Mission

Help spread financial literacy to enable student and community to learn financial tools, information and take decisions.

vision

To connect with community ,students and create a healthy network that can thrive and be financial relevant.

Values

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Meet Our Expert Team

Toby Maldonado

CEO & Founder

Darren Ramos

Head of Marketing

Kara Rowse

Product Manager