About

Meet Your Team

About us
Matthew A. Bradley, CFP®
President
(949) 945-2104
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Thomas Hoffman
Financial Advisor
(949) 945-2104
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Nicole Plumlee
Chief Operating Officer
(949) 945-2104
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Catherine Veloni
Director of Client Experience
(949) 945-2104
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Let's Get Acquainted

We offer a “no-obligation” meeting to learn about your financial situation, explain how we help clients, and to see if our services are right for you.

Contact

  • Phone:
    (949) 945-2104
  • E-Mail:
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Securities offered through Purshe Kaplan Sterling Investments. Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
Purshe Kaplan Sterling Investments and RBA Wealth Management, LLC are not affiliated companies.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
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