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Our mission is to guide our clients in the continuous pursuit of their financial goals, dreams, and aspirations through trust-centered counsel, education, and service.




OPEN and honest communication.

COMMITMENT to trustworthy relationships.

QUALITY work environment for advisors and staff.

SOUND financial planning and wealth management.

CONTINUOUS commitment to personal growth and learning.



Client Centered

Client Centered

Jon Krellwitz and Kevin Kurimoto took over ownership of the firm in 2014 when founder Jerry Krellwitz retired. Kevin and Jon met over a decade ago while they both attended Azusa Pacific University pursuing business degrees. Jon joined his father's practice in 2001 and then Kevin joined the group in 2006. Both Jon and Kevin place great value in providing the highest standard of care for their clients. They each are CERTIFIED FINANCIAL PLANNER™ professionals in order to provide clients the highest standard of financial planning services. Their shared sense of client responsibility has helped them to continually grow the business.

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Our Founder

Our Founder

Our office was started by Jerry Krellwitz in 1996. After earning a masters degree at seminary school in Chicago, Jerry worked as a pastor and then with a non-profit organization helping children and communities out of poverty. He began his career of providing retirement, insurance and investment planning in 1989 and brought with him a dedication to helping others. Jerry passed away on August 21, 2016 following a courageous fight with cancer. We are grateful for the time we had with Jerry as our mentor and friend. His work ethic and commitment to helping others are core values at our firm that we continue to apply.

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