Broker Check

6310 Greenwich Drive, #205, San Diego, CA 92122

(858) 477- 8180

Meet the Team

At our firm, we have the client—and only the client—in mind.

We enjoy working with positive, motivated individuals who strive to better their communities, families, and the world. We help our clients participate in the actions necessary to reach their financial goals while embracing active balance. Our purpose is to be a partner, to relieve financial stress and help our clients attain the freedom to enjoy the life and activities that make them happy.

Our independent status allows us to objectively evaluate all options to find the optimal solutions for each of our clients, without restrictive product or proprietary limitations. We get to know each of our clients and learn what matters most, then serve as their trusted advisor for life’s big decisions and everyday concerns. As our client’s Transition Coach, we coordinate and optimize their finances for stability today and multigenerational success.

Jim Lingelbach

Jim Lingelbach, CFP®

Founder | CERTIFIED FINANCIAL PLANNER™ | Chartered Financial Consultant | Chartered Life Underwriter | Retirement Income Certified Professional | Chartered Advisor for Senior Living | BFA Behavioral Financial Advisor | Tax Planning Certified Professional

(858) 477-8180

Ciano Villaquiran

Ciano Villaquiran, CFP®

Partner | CERTIFIED FINANCIAL PLANNER™

(858) 477-8181

Luciana Macedo

Luciana Macedo, CFP®,

Director of Financial Planning & Operations

(858) 477-8183

Jen Quintana

Jen Quintana

New Business & Service Professional

(858) 477-8182

Tyler Cohen

Tyler Cohen, CFP®

Financial Planning Analyst

(858) 477-8184

Bekah Krum

Bekah Krum

Marketing & Client Services Professional

(858)-477-8186

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.