5101 East La Palma Avenue
Wealth Manager / Chief Investment Officer
Peter's lifelong calling in the financial services industry, now exceeding 30 years, has been dedicated to helping clients get their financial affairs in order so they can focus on their most important family goals and values.
Wealth Manager / President
Michael co-founded Ambassador Wealth Management after nearly 11 years at Wells Fargo where he developed his passion for working with his clients as a relationship manager and financial advisor.
Sr. Vice President, Advanced Planning Group, Cetera Financial Group
As senior vice president of the Advanced Planning Group, Stan Smiley is responsible for the development and implementation of advanced planning strategies for Cetera Financial Group, a leading network of independent broker-dealer firms...