Broker Check

Team

How We Work

At FIG we do not believe in the status-quo. The world around us is always evolving, so must we. Constant change impacts the lives and financial wealth management needs of our clients. We believe there are always methods to improve ourselves and better serve our clients, by rethinking existing practices, investing in people, operations, and innovation for the future. Our team is what distinguishes us from other financial advisors. We are a cohesive and dedicated team that strives to deliver excellence in everything we do. We confidently and proactively seek the solutions, whether inside or outside the box, to help our clients optimize their financial future.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Adam Gallegos

Adam Gallegos

Investment Advisor, President & CEO

Greg Partalis

Greg Partalis

Investment Advisor, Vice President

Hiro Kagiyama

Hiro Kagiyama

Director of Research

Michael Gonzales

Michael Gonzales

Chief Operating Officer

Jane Doucette

Jane Doucette

Senior Client Service Associate

Sarah Vernon

Sarah Vernon

Administrative Assistant & Client Service Associate