Broker Check



David T. Yu

President and Wealth Advisor



David T. Yu is an established financial wealth advisor with over 10 years of experience in the financial services industry, as well as experience in mortgage banking, real estate investments, and asset and property management. After...

Read more

Marguerite Marino

Certified Tax Preparer

Originally from New York, Marguerite is a highly skilled and accomplished tax preparer. With nearly 30 years of experience, she has been providing her expertise and services to countless individuals, families and businesses. Highly...

Read more

Steven Maravi

Operations and Account Advisor

A Florida native at heart, Steven Maravi was born in Los Angeles, California, but moved to the sunshine state with his family as a child. With a degree in Business Finance from Florida International University, Steven’s desire to enter...

Read more