Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Gianna Drake-Kerrison, CRPC®

First Vice President - Wealth Management
Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
Visit my personal page
949-467-6006

email   Connect with me on LinkedIn



Since starting out in the Financial Services industry in 1982, Gianna has provided patient, proactive and calm guidance to her clients through bull and bear markets, recessions, market corrections and the dot com and housing bubbles. She and her husband, Dee, founded their practice on the simple philosophy that clients’ wealth management needs are best served by a holistic approach to their entire personal and financial lives. Gianna earned her business degree from Pace University in New York and is a Certified Retirement Planning Consultant™.


Registered States:
AZ, CA, CO, FL, GA, IA, IN, MA, MD, NC, NV, NY, OR, TX, UT, VA