Jonah Velasco I am extremely impressed with alisa and her professionalism. She was very knowledgeable, quick, fast, & efficient. I have been to numerous different places with horrible customer service along with people that have no clue what they are doing. Alisa has made a name for herself 10/10
Barbara Crum Catherine lives and works with passion and it shows in everything she does. Shes well versed in her industry and is a wealth of knowledge to guide even the most difficult financial situations we all face in life. She is also a pillar in the Latino community in San Diego leading the way for other business men and women to become united and to become leaders in our community. It seems that whether it comes to her own business or her participation in non-profit organizations, everything is done with enthusiasm, knowledge and finesse.
Robert Gonzalez [Raymond Lopez has moved to LPL - I thought I should update this - I cant figure out how to remove it] I have to admit I was really impressed. I didnt believe an investment advisor could show me what to do that was really in my best interest, but Ray makes sure that he does. I also didnt know that financially complex ideas could be explained that easily for me to understand. I am glad I made that appointment.