Wealth Planning

Trump Accounts: What They Are, What They Aren’t, and Where They Fit Your Plan

Most families we work with don’t need more accounts; they need the right ones, used in the right way. You may have noticed recent headlines about Trump Accounts, a new federal savings program launching on July 5, 2026, designed to help children build long‑term financial security. Whenever something new like this appears, clients naturally wonder […]

Raymond G. Torres, CFP®

Charlotte C. Anten, CFA

David C. Su, CFA

Eric Nava

Andy Heung, CPA

Kristen LaSasso, CFP®

Ing Zhang

Elliott C. Hollingsworth

Jacqueline Fernandez

Ray Flores

Billy Yeh

Leslie Ann Manuel, CFP®

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