BEHIND THE SCENES HIGHLIGHTS
Milestone Anniversaries: Anthony Abadilla, Joseph Olson, & Roy Tirakayos
OUR SPOTLIGHT RECIPIENT
This quarter, we’re proud to celebrate three team members reaching significant milestones with Luminate Wealth Management. Anthony , Private Wealth Advisor, is marking 15 years. Outside of work, he enjoys cheering on his kids at sporting events and frequenting Disneyland with his family. Joseph , Chief Operations Officer, is celebrating 10 years. A full member of the CFA Institute and CFA Societies of Los Angeles and Orange County, Joe resides in Irvine and enjoys spending time with his wife and daughter. Roy , Private Wealth Advisor, has been with us for 5 years. When he's not working, you’ll find him enjoying time with his family or on the golf course. We are grateful for their continued dedication and the exceptional impact they have on our team and clients.
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