West Covina GROUP

Together We Do More for You

Teamwork is at the heart of everything we do. You have more than just one Advisor – you have a collaborative team designed to serve your unique needs. The distinctive abilities and qualities of each team member are the key to giving you the best guidance, coaching you towards your real life goals.

Meet Your Financial Team

Joseph Sirgy, CFP®

Vice President of Wealth Management
Investment Planning Strategies
Retirement Planning
Tax Strategies & Management
Life Insurance
Long Term Care Insurance

Justin Tyrrell

Wealth Advisor
Wealth Management
401(k) & Retirement Planning
Risk Management
Investment Planning Strategies

Gabriel DeLuna

Wealth Advisor
Wealth Management
Life Insurance
Inheritance & Wealth Transfer
Retirement Transition
401(k) & Retirement Planning

JOSEPH SIRGY, CFP®

VP OF WEALTH MANAGEMENT

JUSTIN TYRRELL

WEALTH ADVISOR
gabriel deluna

GABRIEL DELUNA

WEALTH ADVISOR

Contact Us

1000 Lakes Dr. #325 West Covina, CA 91790 | Office: (626) 918-5670

Get Started on Your Financial Life Plan Today