Meet The Team

Whether it's developing a financial strategy, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, my mission to provide forward-thinking and cost-effective financial strategies to our valued clients.

The keys to success is professional excellence and integrity, and the constant pursuit of open communication and an in-depth understanding of each client's unique financial needs. 

Amy Watson provides highly personalized, fiduciary wealth planning for individuals and families who value clarity, trust, and long-term financial confidence across every phase of life. She takes a holistic approach to wealth management, guiding clients through cash flow planning, investment management, retirement strategies, education funding, and legacy planning with purpose. Amy is known for simplifying complex financial topics and delivering clear, actionable guidance that empowers clients to move forward with confidence.

California Insurance License #: 4415510

With over 12 years of experience, Brendan started his career in Wealth Management at Merrill Lynch managing a combined total of $1.25bn in assets and liabilities. His primary roles focused on portfolio construction and investment management for families across the United States and select international clientele. Currently, Brendan helps lead a team of 30 financial professionals and specialists at Equitable Advisors with a focus in investment research and portfolio management.

CA Insurance License #: 4457963