Our Team
Linda Polwrek, CFP®, RICP©, CDFA®, MBA,
Wealth Advisor
626-449-4056
Linda Polwrek is a CFP professional specializing in helping women at all stages of life attain financial peace of mind by creating value-based plans that reduce uncertainty and chart a course towards obtaining financial freedom.
JJ Polwrek CRPC®, CPFA®, BFA™
CRPC conferred by College for Financial Planning
Wealth Advisor
626-449-4056
JJ’s expertise includes specialized knowledge in retirement planning, behavioral finance, and business retirement plans. He oversees wealth management operations on our team and delivers speedy and personalized service to each client.
Joe Polwrek AAMSTM, CKA®
Wealth Advisor
Joe's journey to become an Advisor was shaped by his background in corporate procurement and education. What sets Joe apart are his commitment to empower others and get to the heart of clients’ values to provide compassionate guidance
Feliks Reytblat
Client Relationship Manager
626-449-4056
Feliks has been in the financial services industry for over 20 years and currently serves as our Client Service Representative providing product information and troubleshooting any issues that may arise for our clients. Feliks, an...
Layla Polwrek
Comfort Care Specialist
Our office dog who makes every client visit a little brighter. Many clients schedule their appointments around the days Layla is in the office!