Broker Check

Who We Are

<h2><a href="" data-mce-href="">Margherita M. Johnson, CFP&#174;, MBA</a></h2>

Margherita M. Johnson, CFP®, MBA

Rita has been advising clients for well over a decade. She focuses on personalized financial services, including retirement planning, college planning, and family asset protection. 

<h2><a href="" data-mce-href="">Julian Liotine&#160;</a></h2>

Julian Liotine 

Julian holds multiple securities registrations including the Series 7, 63, 65, and 24, plus licenses for Life and Health Insurance, as well as Long-Term Care