Mohsen Reyes is a financial advisor with Secure Investment Management, LLC in Irvine, CA, holding Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at Fidelity Investments and AIL Insurance Company, as well as positions in various other industries prior to entering financial services. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, third-party managers, and direct indexing tailored to client objectives.

Sundy Clark is a financial advisor with Secure Investment Management, LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining Secure Investment Management, Clark held roles at Affinex Financial LLC, Hellmann, Affluent Wealth Group, Kuehne & Nagel, Transamerica Financial Advisors, WFGIA, and Damco. Outside of advisory work, Clark serves as a Global Account Director managing international logistics clients. Secure Investment Management serves individuals, business entities, trusts, and estates, providing financial planning, discretionary portfolio management, and separately managed account solutions. The firm uses a quantitative, factor-based investment approach grounded in Modern Portfolio Theory and long-term diversified allocations, employing low-cost mutual funds, ETFs, third-party managers, and direct indexing tailored to client objectives.