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Mona H
Series 66
Temecula, CA
Enduring Wealth Advisors
Mona Hurtado is a financial advisor with Enduring Wealth Advisors in Temecula, CA, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at LPL Financial and non-investment employment as a DoorDash driver. Enduring Wealth Advisors LLC manages approximately $122.8 million for around 225 clients, primarily individuals and high-net-worth investors, as well as trusts, retirement plans, and business entities. The firm offers discretionary asset management, financial planning, and retirement plan consulting, using a mix of investment strategies and LPL-supported platforms.
Ralph B
CFP®, Series 63, Series 66
Temecula, CA
Enduring Wealth Advisors
Ralph Bender is a CFP® with 33 years of experience in financial advisory. He is currently with Enduring Wealth Advisors LLC, where he has worked since 2023, and has over two decades of experience with LPL Financial. Outside of his advisory work, he regularly speaks and conducts investment-related seminars for Calvary Chapel Bible Fellowship in Temecula, CA. Enduring Wealth Advisors LLC manages approximately $122.8 million for around 225 clients, primarily individual and high-net-worth investors, along with trusts, retirement plans, and business entities. The firm offers discretionary asset management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and vehicles tailored to client objectives and risk tolerances.
Mark T
CFP®, Series 66
Temecula, CA
Enduring Wealth Advisors
Mark Tracy is a CFP® and holds a Series 66 license, with 13 years of industry experience. He is currently affiliated with Enduring Wealth Advisors in Temecula, CA, and has also worked with LPL Financial since 2016. Outside of his advisory work, he volunteers as a youth baseball team manager for the Shetland Phillies. Enduring Wealth Advisors serves individual and high-net-worth clients, trusts, pension plans, and businesses by providing asset management, financial planning, and retirement plan consulting. The firm offers discretionary portfolio management using a combination of fundamental, technical, quantitative, and sector analysis, and includes options, alternative investments, and third-party manager recommendations in its strategies.
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