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Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

Kevin Cosentino

Kevin Cosentino

Financial Advisor CA Insurance License #0K41211

(262) 606-1017

Richard Cosentino

Richard Cosentino

Founder/Principal, Financial Consultant CA Insurance License #0B14705

(262) 606-1017

(262) 606-1034