Our Experts
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Steven Shagrin
Steven S. Shagrin, JD, CFP®, CRPC®, CRC®, CELP, is a seasoned financial consultant with
proven track record of helping people improving their financial lives. Steve has rich background in the financial industry as
Executive Vice President, Logix Investment Management, Vice President-Investments, Smith Barney, and as Vice President, Investments, PaineWebber Inc. Steve is Chartered Retirement Planning Counselor, a Certified Retirement Counselor,
Certified Enhanced Lifestyle Planner and a Certified Money Coach. -
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Kelly Wilson
A mortgage and banking industry training professional. Kelly is passionate about educating clients on all aspects of home financing and credit. She has a BA in Behavioral Science, and MA in Organization Management. She is licensed by the California Department of Real Estate.
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