Janet began her professional career with Bank of America over 20 years ago. Over the years she has held various positions in the banking industry ranging from key management positions to financial advisor. She takes on the key leadership role within Polaris Advisor Group of overseeing and managing the day-to-day operations.

Janet is passionate about providing service to our clients to ensure efficiency.

Janet graduated from Cal State Fullerton in 2003, earning a bachelor's degree in business administration with an emphasis in management and finance. She holds both Series 7 and Series 66 investment licenses.

When not assisting clients, Janet enjoys spending time with her young daughter and son enjoying nature.

As an industry expert with over 33+ years of experience, Gary provides comprehensive financial planning and oversight processes for clients by identifying, implementing, and monitoring strategies that help meet each client’s investment, financial, charitable, insurance, family legacy, and wealth-transfer goals.

Gary holds his Series 7,65, and 63 and is an Accredited Wealth Management Advisor (AWMA®) . He earned his Bachelor's degree from Pepperdine University and is registered to sell securities, and holds his CA Life/ Health Insurance License along with other states.

Jason is a Wealth Manager and Certified Financial Planner™ with over 23 years of experience in both financial planning and wealth management. As a (CFP®) professional Jason is dedicated to helping families, individuals, and small business owners manage their investments, retirement plans, and other financial decisions. Jason excels at creating detailed financial plans tailored to each individual or business owner’s unique situation and financial goals. He specializes in investment management, retirement planning, taxation, and estate planning.

Jason is devoted to learning and believes that knowledge is empowering. He is dedicated to learning how financial markets work as well as the various strategies and tactics that can be used to protect and preserve wealth. With the academic knowledge, professional designations, and vast experience he has managing wealth, Jason strongly believes in educating his clients about wealth management and investment planning.

Jason is a Certified Financial Planner™, Chartered Financial Advisor™, Chartered Life Underwriter™, and Chartered Advisor for Senior Living™, professional. He earned a bachelor’s degree from Portland State University and is registered to sell securities and holds both a California and Idaho Life/Health Insurance License.

When he is not helping his clients, Jason enjoys camping, fishing, golfing, and coaching his two boys Austin and Caden with their sports teams.

Christian Del Giorgio is a seasoned financial advisor with over 20 years of experience in the financial services industry. Now with Polaris Advisor Group, he is dedicated to providing personalized financial guidance that aligns with each client’s unique goals and preferences. Previously, he held positions at SchoolsFirst Federal Credit Union, Home Savings of America, Washington Mutual, and Woodbury Financial. His decision to leave the credit union was driven by his desire to focus more on his clients and serve them in the way they wish to be served, offering a more tailored and flexible approach to financial planning.

Christian’s philosophy centers on empowering individuals and families to make well-informed financial decisions. He takes pride in simplifying complex financial concepts, helping clients build confidence in their wealth strategies, whether they are planning for retirement, preserving assets, or growing their investments. His expertise spans financial planning, wealth management, retirement income planning, and insurance solutions.

A graduate of California State University, Fullerton, Christian holds a bachelor's degree in Business Administration. He is registered to provide financial services in California and multiple other states, holding FINRA Series 7, 63, and 66 registrations, as well as a California Life and Health Insurance License.

Over the years, Christian has helped clients successfully weather various market conditions, including the Great Recession, while positioning them for long-term financial success. His commitment to providing clarity and strategic planning has earned him the trust of his clients, many of whom appreciate his client-first approach and dedication to their financial well-being.

Outside of work, Christian enjoys spending time with his wife and two daughters, traveling, golfing, fishing, and connecting with friends. He is passionate about guiding clients toward financial independence and welcomes the opportunity to help new clients create a secure and prosperous future. To schedule a no-cost, no-obligation consultation, call 657-492-2664.