Our Qualifications

With more than 50 years collectively in the financial services industry, our financial professionals have extensive personal and professional experience.

Angelo Gianossa, CLU^®, ChFC^®, CLF^®, AIF^®

•Over Twenty-five years Financial Services experience
•Chartered Life Underwriter (CLU®) Designation The American College
•Chartered Financial Consultant (ChFC®) Designation The American College
•Chartered Leadership Fellow (CLF®) Designation The American College
•Accredited Investment Fiduciary (AIF®) Designation Fi360, Inc
•FINRA Securities Registrations:  Series 6, 63, 7, 24, and 66
•Business owner/entrepreneur (1984-1995)
•Managing Director:  Principal Financial Group® (2010 to 2016)

D. Frank Juliano, ChFC^®, AIF^®

•Twenty-five years Financial Services experience 
•Chartered Financial Consultant (ChFC®) Designation The American College
•Accredited Investment Fiduciary (AIF®) Designation Fi360, Inc
•FINRA Securities Registrations:  Series 6, 63, 7 and 66
•Thirty-five years providing Pastoral Leadership

Julie Belles

•FINRA Securities Registrations:  Series 7 and 66
•CA Insurance License 4013713

Casey Meyer

•FINRA Securities Registrations:  Series 6, 63 and 65
•CA Insurance License 0M31355

One of the benefits of working with us is our commitment to provide clear, easily understood explanations of financial products and services.  The personalized program that we work with you to develop can help you work towards a more secure financial future.

We're looking forward to using our experience to help you pursue your financial goals.