ADVISOR BIO

Arpy Raval is a financial advisor with Ameriprise Financial Services, LLC. Arpy is based in Chino Hills, CA. Arpy has been in the financial services industry since July 13, 2015. Prior to joining Ameriprise Financial Services, LLC, Arpy was a financial advisor with LPL FINANCIAL LLC and National Planning Corporation. Arpy is a CERTIFIED FINANCIAL PLANNER™. Arpy specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and trusts. Arpy is registered to offer investment advice in California.

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ADVISOR BIO

Christopher Calagna is a financial advisor with LPL Financial LLC based in Chino Hills, California. Christopher has over 14 years of experience in the financial services industry. He specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. Christopher holds Series 6, 7, 63, and 65 licenses and is also a registered representative with the Financial Industry Regulatory Authority (FINRA).

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ADVISOR BIO

Esteban Munoz is a financial advisor registered with Osaic Wealth, Inc. with over 15 years of experience in the industry. Esteban has held previous roles with Woodbury Financial Services, Inc. and First Investors Corporation, and is currently licensed in multiple states, including Arizona, California, Florida, Indiana, Kentucky, Michigan, Minnesota, Nevada, Texas, Utah, and Virginia. Esteban specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Esteban also provides selection of other advisors services.

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ADVISOR BIO

Gordon Cooper is a financial advisor at Ameriprise Financial Services, LLC. Gordon has been working in the financial industry since January 6, 2023. Gordon has a Series 7TO, Series 66, and SIE license. Gordon is registered with the state of California. Gordon has previously worked at Thrivent Investment Management Inc. in Glendale, CA.

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ADVISOR BIO

Leon McGroarty is an investment advisor representative with McManus Cooper, a firm located in Irvine, CA. Leon is a licensed investment advisor in California and Arizona. Leon has over 30 years of experience in the financial services industry and is committed to providing personalized financial planning and investment management services to individuals and businesses. Leon specializes in retirement planning, college savings, and estate planning. Leon also provides a variety of other financial services, including insurance, tax planning, and business consulting. Leon is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.

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ADVISOR BIO

Maria Ojeda partida is a registered investment advisor representative at Ameriprise Financial Services, LLC. Maria has been in the financial services industry since July 2011. Maria holds the Series 7TO, Series 66, and SIE licenses. Maria has a professional background in asset allocation services and is qualified to provide financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses. Maria also provides advisory services to charitable organizations, high-net-worth individuals, and pension and profit-sharing plans. Maria is registered to provide advisory services in California.

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ADVISOR BIO

Nihar Shah is an investment advisor representative with Ameriprise Financial Services, LLC in Chino Hills, CA. Nihar has over 2 years of experience in the financial services industry. Nihar has passed the Series 7, 63, and 65 exams and is registered with FINRA, the state of California and holds active licenses with Ameriprise Financial Services, LLC. Nihar is a financial advisor who specializes in asset allocation services, financial planning, pension consulting, and portfolio management for businesses and individuals. Nihar previously worked with Fidelity Distributors Company LLC as an investment advisor representative.

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ADVISOR BIO

Siddharth Shah is a financial advisor with Ameriprise Financial Services, LLC. Siddharth Shah has been in the financial services industry since 1997 and is registered with FINRA and the state of California. Siddharth Shah is also an investment advisor representative in Texas. The Ameriprise Financial Services, LLC office where Siddharth Shah is located is in Chino Hills, California. Siddharth Shah specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Siddharth Shah has a total of 19 state registrations across the US and is also registered with the FINRA.

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ADVISOR BIO

Weihsiung Liang has been in the financial services industry since 1987. Liang is a Registered Representative and Investment Adviser Representative with Cetera Investment Advisers LLC. He has experience in portfolio management, financial planning, and investment advisory services. Liang also has a CPA firm called Liang & Company Accountancy Corp. and sells insurance for various insurance companies.

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ADVISOR BIO

Yen Chun Chen is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Yen Chun has been in the industry since May 2020 and is registered to provide securities and investment advisory services in several states. Yen Chun has a bachelor's degree in Business Administration and Management from the University of California, Riverside. Yen Chun is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS