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Stephen K
Series 63, Series 65
Monrovia, CA
Syndicated Capital, Inc.
Stephen Kagawa is a financial advisor with Syndicated Capital, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His career includes long-term roles at Intersecurities, Inc. and the Stephen Kagawa Agency. Outside of his advisory work, he serves as President and CEO of The Pacific Bridge Companies, which oversees multiple subsidiaries in insurance, wealth resources, investment services, and consulting. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans, managing approximately $137 million on a discretionary basis. The firm offers customized investment programs primarily using publicly traded equities, ETFs, fixed income, and mutual funds tailored to client objectives and risk tolerances.
Mark Paul J
Series 66
Monrovia, CA
Syndicated Capital, Inc.
Mark Paul Juloya is a financial advisor with Syndicated Capital, Inc., holding a Series 66 license and 16 years of industry experience. Prior to joining Syndicated Capital in 2022, he worked at Creative Benefits, Inc. and Ameritas Life Insurance Corp. Juloya has been involved in benefits consulting and fixed insurance sales to business owners and their employees. Syndicated Capital, Inc. provides money management, portfolio management, and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm manages assets on both discretionary and non-discretionary bases, offering customized advisory programs tailored to clients’ objectives and risk tolerance.
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