San Clemente, CA
Meet Our Advisory Team
Our San Clemente Advisory Team
Charles Duncan, CFP®, AIF®, ChFC®
Partner, Managing Director
Jeffrey Mantoani
Director of Operations
Jennifer Mintle
Senior Client Service Associate
Paul Duncan, CFS
Partner, Senior Wealth Advisor
Ryan Williams
Client Service Associate
Connect With Our Team
We are here to be a partner with you on your personal wealth journey. Please contact our San Clemente team if we can be of service.
*Client Meeting Location – By Appointment Only
This location is intended solely for client convenience and meeting purposes. It is not a staffed office, and no employees are based here. In-person meetings are available by appointment only.