Robindale

Consultants

Contact 24/7

+1 949-828-0662

Robindale

Consultants

Contact 24/7

+1 949-828-0662

Our Team

Our Experts

Meet Our Expert Team

Jack Callie

Financial Consultant

A seasoned fiduciary and FRC℠ Number 1749, Jack provides expert guidance to secure your financial future.

Doug Rotondi

Financial Consultant

Doug brings personalized solutions and dedicated support to guide clients through every aspect of their journey.

Greg Costello

Financial Consultant

Greg combines in-depth knowledge and a client-first approach to deliver tailored strategies.

Robert ClarkE

Financial Consultant

Robert Clarke brings years of financial experience and a commitment to helping clients reach their goals. His strong analytical skills and tailored advice ensure a confident financial journey for clients.

Miriam Field

Financial Consultant

Miriam Field combines her passion for client service with a deep understanding of financial planning. Her approachable nature and client-first philosophy make her a trusted partner.

Judy Chun

Financial Consultant

Judy has a long track record of helping people succeed financially. As a Ramsey Master Preferred Coach, with an EMBA and a law degree, Judy is able to help anyone achieve a stress-free and comfortable retirement and financial future.

Ready to Take the Next Step? Book Your Appointment Today!

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Robindale

Consultants

Secure your future with expert guidance and personalized strategies. We’re here to help you achieve a confident and stress-free retirement.

Operating Hours

Mon – Fri: 8am – 7pm

​​Saturday: 11am – 3pm

​Sunday: By Appointment Only

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