Starting as an independent agent in 2007, Andrew has built a career excelling in life insurance and financial planning. He holds Life & Health, Series 6, and Series 63 licenses. After six years as a top advisor at AAA Life, he joined FIT Planning Group in 2016 to offer broader resources and prioritize his clients' needs first. Today, he empowers businesses and families with comprehensive financial solutions, including tax and estate planning. His focus is education, transparency, and tailoring solutions to each client's unique risk tolerance and goals.

Bill, driven by empowering others with financial knowledge, guides clients with fresh solutions. He builds trust through empathy, active listening, and financial education, freely offered at all levels. A fiduciary with Series 6, 7, 63, and Life & Health licenses, Bill's passion began after years in education, leading him to serve clients with integrity and prioritize their best interests. Outside the office, he enjoys connecting with family and friends through sports and outdoor activities.

Brandon has been in the financial planning world for as long as he can remember. In the early '90s he recalls joining his step-father at the radio or television studios. At the studio, he would listen to his step-father educate listeners or viewers on the importance of financial planning and living trust topics in order to preserve estates. Prior to working alongside his step-father, Brandon is beyond grateful and thankful his grandfather Ray taught him a disciplined work ethic.

Although inclined with a curiosity for medicine, Brandon decided to pursue financial planning and eventually found a way to help those in the medical and dental professions. Simultaneously, as he completed his college degree, Brandon obtained his professional licensing. As his career progressed, he acquired practice knowledge from industry leading colleagues and went on to complete a rigorous financial planning program at UCLA.  

Brandon's focus is working alongside and guiding his clients as they pursue their life's purpose. Joy is found in seeing his clients thrive throughout their years and overcoming challenges. Brandon envisions his family, friends, colleagues and clients - move from success to significance. 

Attorney Julie Vesey (SBC# 296736) has spent the last decade completing estate plans for over 10,000 California residents. Her experience spans a wide range of estates, from $200,000 to those exceeding $50 million. Julie graduated from Whittier College in 2006 with a Bachelor's degree in Political Science. Seeking new perspectives, she moved to Atlanta, GA, in 2010 to attend Atlanta’s John Marshall Law School, where she earned her Juris Doctorate in 2013. Julie’s estate planning services are available to all California residents through a streamlined remote process. This process begins with an introductory email outlining the necessary steps to complete the estate plan. This is followed by a phone interview with Julie, after which a summary email is sent for the client’s review. The final documents are then mailed out. Julie takes pride in her communication skills, offering a flat fee for her services rather than charging per phone call or text, ensuring transparency and convenience for her clients.

He graduated from California State Long Beach University (BSEE), then obtained the MBA degree and professional certifications in Project Management and Personal Financial Planning at University of California, Irvine. With over 30 years of experience, Giao has held roles at various senior management levels, including responsibilities of assisting the corporate executive team in overall business development and daily operations.

He has always had the passion of becoming a financial professional to manage his personal finance, as well as helping his loved ones to effectively handle their own finances. Working with FIT Planning Group allows him to practice that passion by assisting clients to successfully achieve their life goals through professional financial planning services.

Giao holds FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) licenses. He is also a licensed Life and Health agent with the California Department of Insurance (Lic# 0L54192).

Joel’s start in his working career was as an Environmental Engineer, after obtaining a PE (Professional Engineer) license and Master’s degree from California State University at Long Beach. After working in that field for over 20 years, his desire to work more with people precipitated a move to the financial arena, where he could develop relationships with his clients, yet still utilize the technical skills he had developed with math, spreadsheets, and designing solutions. He obtained his securities and insurance licenses and has been working in the Wealth Management field for over 10 years.
 
As a Financial Planner/Advisor, his goal is to help clients toward achieving their financial goals and dreams, whatever they may be. He enjoys providing comprehensive financial planning services to help individuals and businesses with investment strategies, retirement planning, protection planning, estate planning, and tax reduction strategies. The process involves establishing financial goals, gathering relevant data, analyzing the data, and developing a plan toward achieving their goals. Typically, this involves maximizing financial return within a stated risk objective, minimizing tax liability, and protecting future viability and intangibles. He also enjoys educating his clients to help avoid some of the potential pitfalls and landmines of the personal finance and investing world. Overall, he seeks to serve as an advocate for his client’s financial success.

When John started a real estate investment company with his younger brother in 2003, he quickly realized the importance of being financially competent and resourceful. Two years later, while still a business student at the California State University, Fullerton, he began his career in financial services, founded his own practice and grew it into what it is today.

With his early successes by 2007, he was able to retire and support his parents, relocated to a larger office in Orange County, and at the same time, expanded his firm’s services to include fiduciary investment services, tax planning and holistic financial planning. To date, the firm is a successful relationship and referred-based practice that has been consistently grown year over year.

John is an Enrolled Agent (federally authorized tax practitioner, this is the highest credential the IRS awards), insurances (Life & Health and Property & Casualty) and securities (FINRA Series 6, 7, 26, 63, 65).

Before John was in the financial services industry, he always had a passion for service and volunteerism. He founded the Key Club International Club at Oxford Academy in 10th grade and in 2003, he founded Youth Leadership America (YLA), a continually growing non-profit 501(c)3 organization that provides opportunities for high school students to learn leadership in the community. In addition to all these accomplishments, John has been a Member of the Kiwanis Club of Greater Anaheim since 2003, served two full terms on the Anaheim Sister City Commission (2009-15) as Chairman, and two full terms on the Orange County Juvenile Justice Commission (2007-15) as the Law Enforcement Committee Chair.

In his profession, John has been active with the Orange County Financial Planning Association since 2012, where he serves on the membership and the pro-bono committee. John is a natural public speaker and loves to share his knowledge and experience at various community and professional events/conferences. He enjoys leading study groups and doing various financial planning workshops.

Though with his full calendar, John still prioritizes his time for his faith and family above all, as he has learned that service/charity and his faith practice begins at home! After he got married to the love of his life, Michelle, on his birthday in 2015, John began cutting back on his community involvements to focus more on his own family. John and Michelle are very blessed to have two great children, a daughter and a son.

John J Oh is Certified Public Accountant and has more than 15 years in diverse tax, financial, and business experience. He is dedicated to helping clients achieve success by helping them establish practical and sound tax and financial processes, and is a proud Member of the American Institute of CPAs.

John is dedicated to helping clients achieve success by helping them establish practical and sound tax and financial processes. His work has focused on services from small to medium sized businesses, as well as for clients in the banking and financial industry. He is committed to delivering tax and financial services that meet each client’s unique objectives.

John gained extensive accounting experience through multiple senior accounting positions and management roles from a variety of companies, domestic and internationally run. He worked at various CPA firms in the Southern California before starting his own practice.

For small to medium-sized businesses, John has expertise in providing comprehensive accounting services, including individual, corporate, partnership, and nonprofit income tax returns and audits, compilations, and payroll tax reports.

In addition, John has extensive expertise in consulting and IRS Representation.

Juan started with obtaining life insurance for himself at the age of 16. Growing up in an urban city, Juan has gone to many funerals. He has observed countless families with parents struggle to raise money for their loved one’s funeral – such scenes really touched his heart..

Juan did not want his parents to to have to struggle in that manner. So even at sixteen, Juan obtained a life insurance on himself and have been promoting insurances/family coverage ever since then. He has assisted many of his close friends firstly through education by explaining the importance of obtaining life insurance on themselves to protect their family from any unexpected struggles or from any catastrophic event of harm on themselves.

Through informing people, it led Juan into obtaining more knowledge in finances and Medical/Medicare policies. Juan has assisted his mom in choosing the right Medical policy as a senior and has invested money for his disabled son who is deaf/blind. For 20 years, Juan been involved with coalition of deaf/blind parents and has been assisting them, like his own family, on accounts that they can look into as parents of deaf/blind children.

Juan provides his services with great humility and selflessness, always thinking of others first, providing them with proper education and be of a good source of reference/resource for those he encounters.

In 2014, Juan obtained his life and health insurance as an independent insurance professional, so he can provide his clients with all possible options.

Juan has always kept himself busily involved with the community. His on-going community involvement as a Block Club Commissioner/Special needs advocate and executive board member has given him a broad understanding in assisting everyone that he meets with a smile and providing them with information on protecting their family and investing in their future.

Juan is blessed by his faith and family. He has been married to the love of his life for over 20 years and they have 4 children together, one son with special needs and 3 daughters. Juan did go back to college for his Bachelors in Business with a concentration in Finance to show his children that if Dad can be successful in college even as a busy parent, so can they. He loves spending time with his family doing simple to major things together.

Julius brings more than 37 years of experience in the financial services industry to the TEAM. Whether you are new to investing or have been investing for years, you owe it to yourself to experience the difference of working with a financial consultant who is focused on your goals. 
 
Julius is all about personalized service, treating you with the respect you deserve and assist with helping you reach your financial goals. He’s an experienced and knowledgeable financial consultant, ready to work with you and help ensure you and your family’s financial future.
 
Julius looks forward to being your devoted consultant and professional resource as you build a secure portfolio of investments. Julius have FINRA Registration of Series 6, 26, 63, and hold an insurance license in multiple states.

An accomplished professional with over 15 years of experience in client services, Matthew has worked for Northwestern Mutual, ADP, and Sullivan Curtis Monroe. He is a licensed financial advisor/planner with certifications including FINRA Series 6, 63, and CA Life & Health Insurance. Matthew excels in cultivating client relationships and crafting tailored strategies to meet the financial planning objectives of individuals, families, and business owners seamlessly. He is driven by a dedication to enhancing the client-advisor relationship and delivering an exceptional financial planning experience and support to his valued clients.

Off the clock, Matthew cherishes every moment with his wife and two kids, whether they're volunteering at their school, embarking on exciting adventures, or simply enjoying quality time together. His passion for soccer fuels his competitive spirit, and he still makes time to play on Sundays. As a dedicated fan of the English Premier League, he's often up at 5 am to catch a game before the chaos of family life begins. The same dedication and commitment he brings to his family and soccer are reflected in his role as a financial advisor.

Noel, a distinguished alumna of Chapman University, stands out as a graduate of the class of 2018 with a Masters in Accounting, marking the beginning of her professional journey in 2011. Her expertise spans a robust spectrum, encompassing audits, tax law, and resolutions. Her tenure includes pivotal roles at TruVim, RJI International CPAs, Miller Musmar CPAs, and New York Life, where she consistently demonstrates her exceptional abilities and unwavering commitment to excellence.

Steve brings financial clarity to growing families, millennials, baby boomers, seniors. trusts and estates in all aspects of comprehensive financial planning. His focus on integrity, honesty, customer service and a unique holistic planning approach, helps ensure his clients are provided with the objective recommendations and strategies based on their goals and best interests.

Steve advises his business and individual clients on the best strategies to fit their family's goals and objectives and helps clients strategize to minimize their tax liability and helps to create personally tailored investment plans. Steve has extensive experience with both residential real estate and commercial multi-family apartments. Steve is also a member of the Keller Williams Realty Irvine Agency Leadership Council (top 20%) and the Chairman of the Market Center’s Financial Planning Committee.

His wife of 24 years, Yvonne, his son Noah and daughter Sophia are the center of his life. Steve is involved in his community. He serves on his Church’s Finance Committee and is the coordinator/administrator for a High School ministry.  Steve enjoys the outdoors and particularly the views from the top of a mountain he has scaled on his mountain bike.