We are committed to helping clients achieve their personal and business goals and objectives, while maintaining the highest degree of ethics and professionalism. Angelo Giannosa, CLU®, ChFC®, CLF®, AIF®, Financial Professional is passionate about helping people though numerical analysis and strategic planning. Education has been a lifelong pursuit, continuing to refine and sharpen his industry knowledge and skillset. D. Frank Juliano, ChFC®, Financial Professional creates purposeful solutions and plans of action that help manage exposure for both businesses and individuals. Julie Belles, Financial Professional developed a passion for multi-generational financial planning. Treva Vandenberg, Sales/ Customer Support Specialist is committed to superior customer service and a collaborative mindset. Angelo Giannosa, CLU®, ChFC®, CLF®, AIF® is licensed in CA, AZ, WA, ID, NV, UT, MT, OR, TX, NE and MI to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in CA, AZ, WA, ID, NV, MT, OR, TX, NE and MI and advisor registered in CA. Insurance CA Lic #0B50859 D. Frank Juliano, ChFC® is licensed in CA, AZ, WA, ID, MT, OR, TX, OH, TN, IL and AK to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in CA, AZ, WA, ID, MT, OR, TX, OH, TN, IL and AK and advisor registered in CA. Insurance CA Lic #0B57955 Julie Belles is licensed in CA to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in CA and advisor registered in CA. Insurance CA Lic #4013713 AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.