Brent Anderson is into his fifth decade of providing excellent financial advice, having moved straight into this field after graduation from UCSB in 1970.  The breadth of his expertise extends from life and health insurance, Medicare and Social Security planning, to long term care strategies, and investment strategies for both accumulating wealth and for the distribution of wealth after retirement, to satisfy lifestyle needs and desires, as well as legacy plans.

All the many changes in the equity markets, the bear markets as well as the bull markets, have added to the wisdom gained over the experience of so many years in the business.

His creative and expert uses of life insurance have already created millions of dollars for policy beneficiaries, with hundreds of millions currently in force for future generations.  One unique area of expertise is in creating tax-free retirement income for healthy, younger professionals.

He’s served in an executive capacity for several industry organizations, is currently on the board of the Santa Barbara Estate Planning Council, and has served as president of that organization in the past, as well as the past president of the local chapter of the National Association of Insurance and Financial Advisors.  He’s served as a board or advisory member of many local charities, and is the past president of the Cancer Foundation of Santa Barbara and is currently the President of the local Barbershop Harmony chapter.  In that last capacity he is well known as a barbershop quartet performer and entertainer.

He has been the featured speaker at local, regional, and even world-wide industry meetings, being twice featured as a keynote speaker at South Africa’s National Financial Industry convention.

His educational degrees, in addition to a BS in Environmental Biology from UCSB, includes the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) degrees from The American College, and also in 2020, the Certified Financial Fiduciary (CFF) designation.

His office is located in downtown Santa Barbara and he is happy to personally, and safely, meet clients there, or anywhere, usiing digital technology.  He can be reached at 805-569-7666 or by email brent@andersonfs.com

Nguyen Tran has worked in financial services since 2004. To better service his clients, he started Win Wealth Solutions in 2016 as an independent financial planning firm that partnered up with some of the best firms and solutions providers across multiple industries.

Backstory: Nguyen and his family fled Vietnam when he was a baby. His family spent 2 years in a Philippine refugee camp before making their way to America. Like most immigrants, Nguyen's parents hoped for a better life for their children. His father was an orphan at around 12 years old after witnessing the violent death of his mother, while his father died 10 years before; due to an illness. Perhaps, with better health care, they would still be alive. As a first-generation immigrant, he hopes to hear your story, hopes and dreams. His purpose is to help find a better solution to your situation. Life can change on a dime; he will provide that ear to listen, and help you show off your resiliency to adapt to those changes. His willingness to utilize technological innovations will help deliver a unique blend of expertise and care to you, your family, and your community. He will seek out learning, so he can provide you with a more effective solution.

Nguyen was raised in Modesto, California with his three brothers and one sister. Growing up with an autistic brother taught him patience, fortitude, and perseverance. He attended Calpoly Pomona, majoring in Finance and Marketing. He lived in Newport Beach after college until getting engaged and moving to Los Angeles in 2018. He now resides in the Hancock Park area of Los Angeles with his wife and 2 kids. He values having an active lifestyle, running, biking, and beach flag football leagues. He has ran marathons and completed several bike races. He enjoys tinkering with the latest computer & AV tech, power tools, and gardening.

Edward Malekan, Founder, and CEO of Eternity Financial Alliance brings over 15 years of

combined executive leadership, financial advising and team-building experience to his role

as leader of this industry-changing company.

His path to leadership is marked by his lifelong mission to be a trusted financial resource

responsible for helping individuals, families, and businesses understand and plan for their

financial futures.

Edward’s love of numbers, interest in business and understanding that financial decisions

should be holistic, started at a young age. Following in the footsteps of his parents,

business owners themselves, he embraced the concept of ethical business practices. He

saw how his parents were able to build a business based on trust, with word of mouth as

their primary advertising vehicle. It was also through his parents’ experience with financial

advising that he saw first hand how destructive “one size fits all” advice could be to families.

He vowed to change how business is done in the financial industry by making lifelong

learning, integrity, and honesty his core values.

As a Certified Financial Fiduciary he is held to the utmost standards when working with

clients. His commitment to ethical business practices has served Edward well throughout

his career. In his early professional life, he earned the position of Senior Director in his firm

with responsibility for recruiting and building teams. He was the youngest individual to

successfully open up new offices.

As a keen observer of his business environment, he determined the only way to do

business in a way that benefited the people he wanted to serve would be to open his own

firm. Once he set his mind on the goal, with dedication and determination, he created an

action plan and executed purposefully.

Today, Edward has changed the status quo of the financial and insurance services industry

by providing unprecedented value to his clients, almost acting like their CFO. Edward

believes that the relationship between him and his clients are sacrosanct and the quality of

those relationships matter.

To Edward, honesty is just as important for his team as it is for clients – he does not sell his

team on pipe dreams. “Success has a price and you won’t get it easily,” he’ll tell his team.

For financial professionals who join his team, Edward provides support and a pathway to

self-determination. He considers his team as family on a collective journey of success.

Edward can best be described as bold, fearless and focused. As a passionate, powerful,

and motivated force in the financial industry, Edward creates impenetrable alliances with

like-minded professionals within finance and across industries – bringing his dream full

circle.

Power Alliances

Our clients come first – always. We understand that many individuals, families and

businesses we serve are in need of assistance in completing extensive planning. Needing

attention in areas such as: assets under management, tax-planning, estate planning, real

estate lending and asset protection.

For that, we have our “Power Alliances” that are committed to working together,

collaborating when needed. “You’re only as strong as your missing link” and at time, your

plan is missing that link. Due to that matter, we look to solidify the plan by providing our

proven and trusted professionals in the areas needed for our valued clients, if and when

needed by our client’s request.

We are keen in collaborating with like-minded professionals who share the same beliefs and

principles as we do while still providing the most prestigious, competitive and “white glove”

service to our valued clientele.

We’re here guiding you through every turn of your financial plan towards prosperity. With

Eternity Financial Alliance, you’re not just a client – you’re one of us.

Ryan is an experienced Financial Advisor with AJT Wealth Consultants. Driven by an intense need for knowledge, he takes pride in providing the best advice possible. As a Certified Financial Fiduciary®, his goal is to equip his clients, friends, and family with the tools and knowledge necessary to become financially secure. He is an Eagle Scout, Rotarian, and Toastmaster, who believes we should all leave the world a little bit better than when we arrived.

For fun, Ryan can either be found 100 feet under the ocean or with his nose stuck in a book. He has his Bachelor of Arts degree from Whittier College, holds his Series 7 & 66 Securities Registrations, and is a registered life insurance agent with the state of California.

Lillian Meyers is both the founder and president of Meyers Financial Services, Inc. She holds a Bachelor's Degree in Finance and has a keen focus on matters of taxation, and business taxation. Ms. Meyers is a graduate of the College for Financial Planning and has often spoken at Sonoma Valley company meetings, student workshops, Women in Business seminars, seniors' organizations, church groups, and more. In addition, she has appeared for interviews with newspapers, radio, and magazines, sharing her insight as a financial planning specialist.

Ms. Meyers has earned the following titles and certifications:

• CERTIFIED FINANCIAL PLANNER™ Professional
• Certified Divorce Financial Analyst™
• Enrolled Agent
• Pension consultant
• Licensed insurance agent
• Registered Investment Advisor

Ms. Meyers also is a proud member of the following associations and organizations:

• The Financial Planning Association
• California Society of Enrolled Agents
• National Association of Enrolled Agents
• DAR Daughters of the American Revolution
• Soroptimist International of Sonoma Valley
• Soroptimist International of the Americas
• IMPAC100 Sonoma 

Julia Andrews is a Certified Financial Fiduciary^® and a Behavior Financial™ Advisor with Monarch Wealth & Retirement Strategies.  Although new to the advisory world, she brings with her over 20 years of experience in the Financial Services Industry. As financial professionals, Julia and her team are committed to helping people create solutions for their retirement assets by holistically creating a financial plan to understand risk tolerance, time horizon and goals, together they work to develop a program that carefully balances investment strategies with preserving principal.

An independent Insurance agent in the San Francisco Bay Area for more than 20 years.

Ronald C. Edwards is President and owner of Annuity Pro, LLC.  As a trusted advisor and       Insurance professional with over 32 years experience Ron practices all fiduciary principles and is a  recognized expert in the area of Safe and Secure retirement planning with NO STOCK MARKET RISK!   We offer IRA and 401k rollovers with premium bonuses of up to 10%,

Roth IRA's with premium bonuses of up to 10%, and life insurance with "living benefits".

We work several financial strong insurers which allows us to compare and offer the best

products for your individual needs. Our team which includes financial advisors, Insurance professionals, accountants, and estate planning attorneys, are dedicated to maximizing your retirement income by up to 40% in some cases!  

Kyle has been in the professional financial services industry for over 15 years. He received his Bachelor’s degree in Business Finance from California State University Long Beach.  He currently holds a BFA™, Behavioral Finance Advisor certification and is a Certified Financial Fiduciary®, as well as his Securities licenses Series 7, 66, and life insurance licenses in multiple states.

Kyle focuses on guiding individuals through major transitional life events, such as retirement, divorce, the death of a spouse or the selling of a business.  He specializes in advanced financial plan design, investment management, tax strategies, retirement planning, income planning, insurance planning, and estate planning strategies. 

Brian David Breckenridge is a Financial Advisor that has worked in the Securities and Insurance industry since 1998. He is sole owner of Breckenridge Tax & Financial Services and Single Member of Innovative Financial Advisors, LLC, an Investment Advisory Company. His office location is in the heart of San Ramon California’s Bishop Ranch Park.

Brian believes there is a post-retirement financial epidemic in front of us. People are living longer and are not prepared for the level of financial security that is required. Most of our parents had a pension and Social Security at age 65. They didn’t have to worry about what was ahead financially. Today, there are fewer people that will retire with a pension and need to save into their own retirement plans. Together, Americans have successfully saved trillions of dollars into these plans and are not guaranteed their performance or if it will last over their lifetime.

Preparing for life’s financial needs are a challenging task in today’s volatile economy and fast paced environment. Individuals and families alike have unique goals and objectives that need continuous review and prudent planning. At Innovative Financial Advisors, we take a “Whole Picture” approach when reviewing our client’s financial situation. Our experience with income tax, financial planning and estate review enables us to discover areas of concern that our clients have in their overall plan and find solutions to these needs. As a Fiduciary, I believe looking out for my client’s best interest ahead of my own builds trust and initiates strong relationships.