Meridian Guides

Meet the people who help guide your financial next step

Get matched with a Meridian team member who can help you understand your goals, risk tolerance, opportunities, and the planning path ahead.

Victor

Tiffany

Richard

Guidance built around your situation

Start with a conversation. We'll help you identify which planning area deserves attention first.

What your guide can help with

Retirement readiness

Portfolio risk tolerance

Tax-aware investing

Insurance review

Estate and legacy planning

Business owner strategy

Browse Meridian guides

Learn more about each team member's role and planning style, so you can start with the conversation that fits your needs.

Chief Executive Officer & Fiduciary Advisor

Fiduciary advisor · CRD 6095579

Tax StrategyBusiness OwnersRetirement PlanningGenerational Wealth

Expertise: Tax Strategy & Minimization, Corporate Structuring, Wealth Accumulation & Investments, and Retirement Services.
Background: Native to Pasadena, CA, Victor holds degrees in Finance and Economics from Cal State Los Angeles and brings over two decades of tax preparation and financial strategy experience. He specializes in helping business owners reduce taxes and build wealth through smart investments, backed by a broad network of legal and tax professionals. Victor's core mission is helping families achieve financial security and make life-changing decisions that transform their family tree for generations.
Best fit: Ideal for business owners, corporate executives, and families seeking a strategic, tax-aware fiduciary advisor focused on long-term wealth building and generational impact.

Chief Compliance Officer & Fiduciary Advisor

Fiduciary advisor · CRD 6249204

InvestmentsInsuranceLife Planning

Expertise: Focused on investments, insurance, and holistic life planning.
Background: As Chief Compliance Officer and a Fiduciary Advisor, Tiffany combines diligence with a deep personal approach to financial guidance. Beyond designing tailored investment strategies, she specializes in crafting comprehensive life plans that align financial resources with personal values, family milestones, and long-term legacy goals. As a mother, wife, and dedicated community leader, Tiffany brings empathy, strong interpersonal insight, and a well-rounded perspective that extends far beyond the numbers. Tiffany holds a Civil Engineering degree from Cal Poly Pomona. Likes: food deals, karaoke, and taking photos. Dislikes: mayonnaise.
Best fit: Ideal for individuals, families, and women seeking an empathetic, detail-oriented fiduciary advisor who delivers structured investment management alongside dedicated life planning.

VP Strategic Partnerships

CRD 6241073

Executive Advisory & Operations

Strategic PartnershipsCommunity LeadershipExecutive Advisory

Expertise: Focused on strategic partnerships, technology integration, community leadership, and executive advisory.
Background: Richard holds an undergraduate degree in Architecture from Cal Poly Pomona and an MBA from Cal Poly San Luis Obispo. He serves as a strategic advisor to the CEO and leads Meridian Venture Partners’ technology infrastructure and operational strategy. As the firm's primary relationship leader, Richard connects MVP with community partners and non-profit organizations, combining strategic vision with operational execution. (Not an investment adviser representative).
Best fit: Supports firm operations, technology integration, community partnerships, and executive coordination.