Choose us for our comprehensive financial planning and personalized strategies tailored to your unique needs. With a proven track record and continuous support, we ensure your financial success and confidence.
Offering a full range of services, from investment management to retirement planning.
Focusing on your unique needs and goals to create personalized strategies.
Demonstrated success with numerous satisfied clients and consistent results.
Providing ongoing support and financial education to empower informed decisions.
At our core, we are dedicated financial experts delivering personalized, reliable advice and innovative solutions.
Our Mission
At our core as a team of experienced financial professionals, we provide individualized, solution-oriented, trustworthy advice. We provide advanced solutions for busy professionals that are looking for financial security. Our commitment is to build lasting relationships with our clients, ensuring their unique financial goals are met with precision and care. We strive to stay ahead of industry trends, offering innovative strategies to maximize your financial potential.
Our Team
Meet our dedicated team of professionals, committed to providing personalized and innovative solutions to help you achieve your financial goals.
Keythe Aguilar, CFP®
Managing Member, CCO
Keythe has a genuine connection with independent women that comes from personal experiences and over 30 years of creating and executing comprehensive planning for women. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Keythe guides clients through the financial planning process identifying financial goals, risk management, portfolio implementation and rebalancing, retirement cash flow implementation and ongoing analysis, tax planning, risk management and wealth transfer strategies.
Bryan Ward, CFP®, CIMA®
Managing Member, CIO
Bryan has seen his fair share of client issues that go beyond money throughout his 20 years in financial services, particularly in the intersection of wealth and family, specializing in multigenerational planning and other family dynamics that are stressors to clients. A CERTIFIED FINANCIAL PLANNER™ and CERTIFIED INVESTMENT MANAGEMENT ANALYST™, Bryan is more than capable of helping clients navigate financial challenges around divorce, inheritance or other family dynamics on a money and investment basis. Having those tougher conversations on a deeper level and really getting to know and understand the financial dynamics allows Bryan to become a true partner in financial preservation.
Mark Aguilar
Managing Member, COO
Mark has a new take on investment strategies that combines the traditional methods of management with modern technology. He specializes in helping business owners and young families with long term wealth creation, retirement planning, and succession planning. Mark has been involved with startups and acquisitions over the past 15 years ending with successful exit strategies prior coming onboard as an investment advisor representative for ProCore with various business and family situations translates to practical solutions for his clients.
David K. Hicok, ChFC®
Sr. Wealth Advisor
David has been providing wealth management for over 20 years. Most clients are referred in by other professionals or clients and are engaged through a complete planning process. Clients may have a business, or real estate, as well as other investable assets, and are looking for integrated, thoughtful, and creative solutions rather than a cookie cutter plan. David and his team have extensive experience with business owners, LGBTQ couples, and single women in various stages of their story. All are treated as unique, successful individuals looking to grow and protect their wealth.
Charles L. Wright
Wealth Advisor
Charley is an Investment Advisor Representative with ProCore Advisors, LLC with over 35 years in financial services. He has been helping consumers and business owners with financial strategies that are practical solutions to building solid portfolios. Charley is a well-respected radio/podcast host through Strategic Alpha Investment Advisors, Inc. on OC Talk Radio, commencing in 2014 with over 350 powerful episodes. His mission as a Professional Speaker is to educate consumers on the complexities of investing and different options that are not often talked about in the investment world.
Our Partners
Wealth Management Services
Financial independence with consistent, reliable cash flow and income to support your lifestyle.
Let's create a strategy to ensure you can maintain your desired lifestyle in retirement.
For Business Owners
Create a clear plan outlining the continuity or succession of your business.
For the Future of Your Family
Ensure your wealth and values are preserved and passed on through generations.
For Tax Efficiency
Maximize your wealth with strategic tax efficiency tailored to you.
For Risk Management
Protect your wealth with tailored risk management strategies designed for high-net-worth families.
Investment Management
Investment Management
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Customized portfolios designed to meet your goals and preferences.
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Small Business 401k and Defined Benefit plan design & management
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Access to world-class institutional managers
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Private Equity
Unique Investment Services
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Self Directed IRA’s
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1031 Exchanges
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Investment Portfolio Lines of Credit
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Trust Services
Concierge Services
Banking Advice
Bill Pay Assistance
Trustee Services
Extra Financial Security
Access to our vast network of industry experts
A La Carte Services
Financial Plan
$ 2,500
Trust or Will Creation
$ 2,500
Retirement Plan Review
$ 1,500
Budget Creation
$ 500
Insurance
TBD
Sign up with an Advisor
Have questions or concerns? Talk directly with one of our Certified Financial Planners. We will be happy to answer all your questions and gather some basic information so that we can open an account for you within minutes.
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