Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Executive Team
VINCENT DEL FRANCO, RICP®, ChFEBC ℠, is an experienced and disciplined financial professional who has spent over 25 years providing sound financial guidance to individuals, families & business owners with a wide range of financial...
Advisor Coaches
Julia He Ma MSFT, Master of Science in Taxation and Financial Planning, has been serving clients since 2012. Born and raised in China, she earned her B.S. in business and education from Changchun University. She has traveled the globe...
Leong is a graduate of Hawaii Pacific University where he earned his MBA in Marketing. After graduation, he worked several years at a multinational company in the Asia Pacific region.
Loren Hendry, ChFEBC ℠ has been working in the financial services industry since 2007 and is committed to technical excellence, personal and professional integrity and a passion for serving others. Loren has earned his Bachelor of...
Insurance Professionals
In January of 2019, Estera joined LifeTyme Financial and holds her life and disability insurance license. Emigrating from Moldova at the age of 8, Estera is fluent in Romanian and Russian. Witnessing her families' struggle with...