While DCN is named after my son, it also represents how we work together with our clients: Define our client’s needs, Collaborate-working together identifying client’s specific goals and risk tolerance, and Navigating through markets with customized investment solutions.
Gina Inciong has also joined the team as Director of Operations and will continue to deliver the highest level of customer support that our clients have known to expect over the past 14 years.
As President and Financial Advisor finding the right broker/dealer was our number one objective which I am proud to announce we have re-partnered with Sorrento Pacific Financial, LLC. Sorrento has been an integral partner over the years which made the decision very easy. We look forward to continuing our relationship with Sorrento as they give us the ability to offer our clients the highest level of financial planning and quality asset management solutions.
At DCN Wealth Management and Sorrento Pacific Financial, LLC we do not offer proprietary investment products which allows us to offer our clients unbiased investment solutions to help build and/or preserve their net-worth. Our wealth management investment solutions are comprised of:
Over the years I’ve been blessed to receive the Top 50 Advisors-Bank Reps within the United States by Bank Investment Consultant Magazine (Ranked #6, #32, #35, and #45) and Top Wealth Managers in the San Francisco-East Bay by Five Star Wealth Managers published in Diablo Magazine SF/East Bay. I could not have done it without the support from my staff and long term relationship with my clientele.
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