241 Avenida Del Mar,
In the case of investing, we believe it relies on the right balance between risk and rewards, between research and practical applications, and between maximizing returns and minimizing costs. That's what you get with our passive investing philosophy. A distinctively different and more sophisticated investment experience that's built on striking the right balance. We've created a more rational and disciplined approach to investing. Our team is comprised of professionals with the knowledge and experience to apply this investing approach while providing the excellent service you deserve.
Private Wealth Manager, Securities America, Inc.
Arlon received his Certified Financial Planner™ designation in 1984 and is a nationally ranked producer for Securities America. He has received various degrees and designations from Oklahoma State University, USC, Pepperdine...
Director of Financial Operations
After teaching High School Mathematics, Health, and Business for 12 years, Corrine transitioned to working as the Director of Financial Operations for Arlon in 2014. Corrine has obtained her Series 7, 66, and 24 licenses and received the...