Finance & Insurance
Merrill Lynch Irvine Spectrum
My team and I follow a disciplined process that begins with first taking the time to get to know each client and the client’s family, their financial situation and what matters most to them.My team and I follow a disciplined process that begins with first taking the time to get to know each client and the client’s family, their financial situation and what matters most to them.
Morris & Garritano
One of the largest independently owned insurance agencies in CA boasting a 139-year history. Offering full range of brokerage services including employee benefits, commercial, & personal insurance.One of the largest independently owned insurance agencies in CA boasting a 139-year history. Offering full range of brokerage services including employee benefits, commercial, & personal insurance.
Ricardo Leonardo Jr, CLU®, ChFC® - Northwestern Mutual - Irvine
Helping families narrow the generational wealth gapHelping families narrow the generational wealth gap
