Get to Know Our Team

Margaret Bio Headshot
Margaret C. Starner, CFP®
Senior Vice President, Financial Planner
Scott Weingarden
Scott Weingarden, JD, CFP®, CIMA®
Senior Vice President, Investments Managing Director
Bruce Bio Headshot
Bruce Cacho-Negrete, CFP®, CLTC®
Private Wealth Advisor SVP – Financial Planning
Jessica Delgado headshot
Jessica Delgado, MSM
Practice Business Manager
Krystine Pereda bio headshot
Krystine Pereda, MBA, CFP®, AAMS™
Senior Financial Planning Consultant
Sam Abrams
Sam Abrams, MAcc
Investment Portfolio Associate
Stephanie Valdes bio headshot
Stephanie Valdes, MSF
Senior Client Service Associate
Adrian Tinoco headshot
Adrian Tinoco, MSF, FPQP®
Practice Business Coordinator
Ethan Tierno
Ethan Tierno
Financial Planning Consultant
Yami Cruz
Yami Cruz
Practice Marketing Associate

Our red door brings luck and positive energy.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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