Team

Andrew is a CERTIFIED FINANCIAL PLANNER™ professional and takes pride in helping his clients pursue their goals in life. He specializes in investing and managing his client's wealth and strives to help his clients make informed decisions. 

Jassi serves as Vice President of Rancho Wealth Management with a primary focus of ensuring that every client receives the highest level of customer service. *Jassi Kumar is not licensed to offer securities or provide advisory services.

 Cori B. Jones was admitted to practice law in California in 2008.  Cori is a 2005 graduate of California State University, Long Beach, with a Bachelor’s of Arts Degree in Speech Communications. She is also a 2008...