Makes all the difference

Antwone O'Quinn

First Vice President–Wealth Management

Financial Advisor

I subscribe to a system of values, whereas I hold faith, family, and country in high esteem, along with treating others as I would like to be treated.

I love spending time with my family and have a passion for helping those who are in need. If I am not with my family it is common to find me volunteering or mentoring.

Providing financial solutions is an extension of my passion of service. I work with nonprofit organizations, small businesses, families, and individuals to help you manage your assets and liabilities, asset protection, building and creating wealth, and wealth transition.

My clients tend to have intricate lives and sophisticated estates; therefore, you can expect a structured plan to navigate our course of action. You will receive ongoing portfolio oversight, which enables you to pursue your passion while we manage your concerns. You and I will periodically communicate to ensure you are on track to achieve your goals.

Registered States:
  • AZ
  • CA
  • TX

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Lending services
Cash management
Securities-backed lending
Legacy planning
Retirement planning
Business succession
Custom portfolios
Asset allocation
20 Pacifica
Suite 1500
Irvine, CA 92618

Email Me

Nazgol Nekoomaram

Client Associate

20 Pacifica
Suite 1500
Irvine, CA 92618

Email Me