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Larry M

Series 66

Corona, CA

Palo Seco Wealth Management

Larry Miranda III is a financial advisor at Palo Seco Wealth Management with 20 years of industry experience and holds a Series 66 designation. His prior roles include positions at Crown Capital Securities, Prudential Insurance Company of America, and other financial firms. Outside of advising, he serves as a preacher and officer for Surrendered Church, delivering weekly sermons, and he is involved in a family pool cleaning business. Palo Seco Wealth Management provides investment management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm employs a generally passive, low-cost investment approach using index funds and ETFs, tailoring recommendations through detailed client profiles and incorporating biblically responsible investing principles.

Cash flow / budgeting Business ownership considerations Christian Faith Based
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Brian C

Series 63, Series 66

Corona, CA

Palo Seco Wealth Management

Brian Colla is a financial advisor with Palo Seco Wealth Management in Corona, CA, holding Series 63 and Series 66 registrations and seven years of industry experience. His prior roles include positions at Ameriprise, Planned Financial Freedom, California Bank and Trust, and CitiGroup. In addition to his advisory work, he operates as a real estate and mortgage loan broker outside of securities trading hours. Palo Seco Wealth Management serves individuals, high-net-worth clients, and corporations, offering investment management and financial planning with a focus on passive, low-cost strategies using index funds and ETFs. The firm incorporates biblically responsible investing based on client preferences and provides educational seminars within a Biblical framework.

Cash flow / budgeting Business ownership considerations Christian Faith Based
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