Morgan Stanley Financial Advisors - Monterey (CA)

Richard Paris Borough, PhD Kevin Wells in the hardest working and smartest bookkeeper around. Theres nobody better.

Caroline Bartz We love banking with US Bank! Both for my personal accounts and my small business, it’s just great all around. The staff are super helpful!

Kris Carrizo After researching different companies and speaking to several advisors, I decided to put my trust in Erica Zaragoza of LA Wealth Management. From the first time we spoke, I had a good feeling about her. Once I met her in person, I knew she was the one to help guide me through my finances and help me prepare for retirement. What drew me to Erica was her positive demeanor and overall kindness. She understood where I was in life and could relate, and therefore provided me with invaluable guidance. She is very responsive and always pleasant to deal with. I highly recommend Erica and advise anyone to get financial advice and prepare for retirement.