Our Team
We are an experienced group of professionals who have helped serve the financial needs of our clients since 1991. We provide education, guidance and ongoing support to the individuals, families and businesses in our communities. We believe in better serving our clients through our commitment to continuous growth and professional development. We build lasting relationships with our clients to create a course of action that helps meet their needs today and into the future.
Our Professionals
Robert A. Imparato, Jr., CFP®
Managing Partner | Retirement Planning Specialist
Prajna Khisty, ChFC
CA Insurance License # 0E94134
Financial Advisor | Retirement Planning Specialist
Rochelle Forster, CFP®, MBA
Financial Advisor | Retirement Planning Specialist
Arvind Sood
CA Insurance Lic.# OH45734
CA Insurance Lic.# OH45734
Financial Advisor-Elite Producer Group | Retirement Planning Specialist