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Team Spotlight
Hwaling Coffey / Senior Marketing Director
Eelan & Randy Takayama / Senior Marketing Director
Hwaling Coffey / Senior Marketing Director
With a diverse background as a Multi-Business Owner, Real Estate Broker, and Mortgage Banker, she has navigated the complexities of business and personal finance firsthand. Over the years, she’s built and managed successful ventures, achieved financial independence, and mastered the strategies that lead to lasting wealth. However, the dri
With a diverse background as a Multi-Business Owner, Real Estate Broker, and Mortgage Banker, she has navigated the complexities of business and personal finance firsthand. Over the years, she’s built and managed successful ventures, achieved financial independence, and mastered the strategies that lead to lasting wealth. However, the drive to help others achieve the same financial freedom led her to transition into Financial Services. Now, her mission is to empower individuals and families to take control of their financial future, providing them with the knowledge and tools needed to build wealth, plan for the future, and live with confidence. Through sharing the lessons learned from her own experiences, she is dedicated to helping others secure the financial success and peace of mind they deserve.
Meileh Burns / Senior Marketing Director
Eelan & Randy Takayama / Senior Marketing Director
Hwaling Coffey / Senior Marketing Director
As a Mathematician with a background in Corporate America, she brings nearly two decades of experience in building a successful career, earning multiple six figures, and navigating the complexities of high-level business and finance. Her time in the corporate world has provided invaluable insights into strategic financial planning, wealth
As a Mathematician with a background in Corporate America, she brings nearly two decades of experience in building a successful career, earning multiple six figures, and navigating the complexities of high-level business and finance. Her time in the corporate world has provided invaluable insights into strategic financial planning, wealth management, and the path to financial independence. Having seen firsthand the transformative power of smart financial decisions, she is now committed to helping others achieve the same success. With almost 20 years of expertise, she guides individuals and families toward financial security, providing them with the knowledge and tools to make informed choices and create a prosperous future.
Eelan & Randy Takayama / Senior Marketing Director
Eelan & Randy Takayama / Senior Marketing Director
Eelan & Randy Takayama / Senior Marketing Director
As a couple with extensive experience in Corporate America and as Certified Public Accountants (CPAs), they initially entered the financial services business driven by the potential for financial success. However, it didn’t take long for them to realize that the true value of this work lies in the ability to help people achieve their fina
As a couple with extensive experience in Corporate America and as Certified Public Accountants (CPAs), they initially entered the financial services business driven by the potential for financial success. However, it didn’t take long for them to realize that the true value of this work lies in the ability to help people achieve their financial goals. Their own journey has been transformed by the impact of providing families with the guidance, tools, and strategies to build wealth and secure their financial futures. They are proud to be living testimonies of how this business has changed their lives and the lives of those they work with. Now, their mission is to help individuals and families take control of their finances, so they can experience the same freedom, peace of mind, and success they’ve been fortunate to achieve.
Liezel & Mark Francisco / Marketing Director
Liezel & Mark Francisco / Marketing Director
Eelan & Randy Takayama / Senior Marketing Director
After transitioning into Financial Services, their mission is to provide law enforcement professionals and their families with the financial guidance they deserve. They take a compassionate approach, offering support to ensure that those who protect and serve are equipped with the tools they need to secure a stable financial future and find peace of mind, both on and off the job.
John & Erni Wang / Marketing Director
Liezel & Mark Francisco / Marketing Director
Crystal & Kenneth Pineda / Marketing Director
Having personally experienced the transformative power of financial guidance, they are deeply committed to helping others build the financial security and peace of mind they deserve, so they can lead balanced, fulfilling lives. Their focus is on empowering people to take control of their financial future.
Crystal & Kenneth Pineda / Marketing Director
Liezel & Mark Francisco / Marketing Director
Crystal & Kenneth Pineda / Marketing Director
With a combined background in both Nursing and Finance, they deeply understand the emotional and financial challenges individuals and families face when balancing healthcare needs with financial security. They’ve seen firsthand how overwhelming it can be to manage both, and they’re here to offer caring, personalized guidance that makes a difference.
Ashley Williams / Senior Associate
Ashley Williams / Senior Associate
Ashley Williams / Senior Associate
With over half a decade of experience in the Financial Industry, she specializes in helping individuals achieve lasting financial success through a holistic approach. She believes that financial health is deeply tied to overall well-being, and she works closely with her clients to align their financial goals with their personal aspiration
With over half a decade of experience in the Financial Industry, she specializes in helping individuals achieve lasting financial success through a holistic approach. She believes that financial health is deeply tied to overall well-being, and she works closely with her clients to align their financial goals with their personal aspirations, fostering both financial stability and life satisfaction.
Dr. Katherine Olmedo / Associate
Ashley Williams / Senior Associate
Ashley Williams / Senior Associate
As a Licensed Occupational Therapist, she takes a holistic approach to well-being, focusing not just on physical health but on overall wellness. She works closely with individuals to enhance their mental and physical health while also empowering them to take charge of their financial well-being, creating a balanced and fulfilling life.
Camellia Wang / Marketing Director
Ashley Williams / Senior Associate
Camellia Wang / Marketing Director
As a former Director of Student Services in the School of Social Ecology at the University of California, Irvine (UCI) and a policy analyst in the U.S. Department of Education in Washington, DC, Cammy has a deep understanding of the challenges families face when it comes to paying for college and saving for retirement. With years of expe
As a former Director of Student Services in the School of Social Ecology at the University of California, Irvine (UCI) and a policy analyst in the U.S. Department of Education in Washington, DC, Cammy has a deep understanding of the challenges families face when it comes to paying for college and saving for retirement. With years of experience in K-12 and higher education, she now focuses on educating families about smart strategies to make college more affordable without breaking the bank.
Eileen Wasson / Marketing Director
Kathleen Lising / Licensing Coordinator
Camellia Wang / Marketing Director
With over half a decade of experience in the Financial Coaching Industry, she brings a unique perspective shaped by her background as an Engineer. Drawing on her problem-solving expertise, she works closely with clients to develop personalized financial plans that reduce stress, build wealth, and foster long-term financial independence.
Kathleen Lising / Licensing Coordinator
Kathleen Lising / Licensing Coordinator
Kathleen Lising / Licensing Coordinator
With a deep understanding of industry rules and requirements, our Licensing Coordinator manages the entire licensing process. Their attention to detail and organizational skills ensure that all necessary documentation is accurate and submitted on time, preventing any disruptions in operations.
Tobi Ralph / Base Shop Coordinator
Kathleen Lising / Licensing Coordinator
Kathleen Lising / Licensing Coordinator
Our back office support team plays a crucial role in ensuring everything runs smoothly behind the scenes. Their reliability, organization, and problem-solving skills are the backbone of our business, ensuring that all systems and processes work seamlessly.
Legends Leadership
Your journey to financial peace of mind.