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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.


But it is our distinctive core values that truly separate us from the rest…

We Lead with Planning

Financial planning is the catalyst that drives all of our investment decisions.

Our Tailored Investment Portfolios

We design our portfolios to match your unique set of needs.

Our Team of Professionals

We're dedicated to providing solutions designed for your unique situation.

Core Values

Continuous Evolution and Growth<br/>

Continuous Evolution and Growth

Both professionally and personally, we understand that the world is constantly changing. As a result, we believe in the value of life-long learning and growth and the need to continually evolve and grow as people and as an organization. We are constantly striving to foster personal development and professional growth to both serve and inspire those we come in contact with. We invest in our team members and expect them to take ownership in actively pursuing their self-development and delivering on their commitments.

Commitment to Excellence and Humility<br/>

Commitment to Excellence and Humility

We are relentless in our pursuit of excellence, best practices, and attaining our goals. We set high expectations and make them happen. We also understand that humility opens more doors than arrogance ever will and that we are all in this together. We are ambitious, but grateful, and strive to treat everyone with the dignity and respect they deserve.

Trusted and Transparent Team<br/>

Trusted and Transparent Team

"The whole is greater than the sum of its parts." Together we succeed. Each of our team members plays a critical role in ensuring our ultimate goal which is the client's success. No one person is responsible for a successful outcome. It is our distinctive team approach that allows us to provide excellent comprehensive, in-house advice. From insurance to investments, to long-term care and taxes, our team of experienced professionals has been built to best serve the client in and around their financial planning needs; all on the same team.

People First<br/>

People First

We believe that people are truly the most important thing. As a result, we strive to respect, value, and build relationships in the office, in the community, and with our clients. As a business, our driving motivation is to create profitable solutions that keep people first and support the team to become the best version of themselves, all the while providing quality advice and great service to our clients.

Be Inspired<br/>

Be Inspired

We believe in more than just quality work. By serving real financial needs, cultivating relationships, and solving financial problems with integrity, we hope to inspire both our clients and the current financial industry to expect more. Through the power of inspiration, we seek to make other people's lives better and help our clients, in turn, inspire others.

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.

Meet the Whole Team
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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