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Alexandra L
Series 66
Remote
ALG Financial
Alexandra Leon Guerrero is a financial advisor at ALG Financial with 18 years of industry experience. She holds a Series 66 designation and previously worked for BG Investment and Insurance Services, Inc. for seven years. Alexandra took a one-year sabbatical before joining ALG Financial, where she has been practicing for two years. ALG Financial provides comprehensive portfolio management and financial planning services to individuals as well as a variety of institutional clients, including government entities, charitable organizations, pension plans, trusts, and corporate clients. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and utilizes a mix of cash management, long- and short-term strategies, with regular portfolio reviews to align with client objectives.
Jonathan U
Series 63, Series 66
Remote
Asia Pacific Financial Management Group, Inc.
Jonathan Ulloa is a financial advisor with Asia Pacific Financial Management Group, Inc., holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Asia Pacific Financial Management Group since 2012. Outside of his advisory role, Ulloa has worked as a journalist and editor for UNO Magazine in Guam, coordinating and writing articles for the bi-monthly publication from 2010 to 2018. Asia Pacific Financial Management Group provides personalized investment advice and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $286 million in discretionary assets and employs a low-cost, diversified buy-and-hold investment approach tailored to clients’ risk tolerance and time horizons.
Sophie B
CFP®, Series 66
Remote
Asia Pacific Financial Management Group, Inc.
Sophie Brindejonc Choi is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with Asia Pacific Financial Management Group, Inc. since 2013. Asia Pacific Financial Management Group, Inc. provides personalized investment advice, investment management, and financial planning services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined, low-cost diversified buy-and-hold investment approach primarily using exchange-traded funds and mutual funds, tailoring portfolios to clients’ risk tolerance and time horizon.
Jonathon H
Series 66
Remote
Asia Pacific Financial Management Group, Inc.
Jonathon Holm is a financial advisor at Asia Pacific Financial Management Group, Inc. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at the University of Guam, Macy’s Inc., and Netopia Internet Cafe. Asia Pacific Financial Management Group, Inc. provides personalized investment advice, management, and financial planning services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm primarily uses a disciplined, low-cost, diversified buy-and-hold investment approach focused on exchange-traded funds and mutual funds, tailoring portfolios to clients' risk tolerance and time horizons.
Sandra M
Series 66, Series 65
Remote
Asia Pacific Financial Management Group, Inc.
Sandra Mckeever is a financial advisor at Asia Pacific Financial Management Group, Inc. with 26 years of industry experience. She holds Series 66 and Series 65 credentials and has been with Asia Pacific Financial Management Group since 1999. Outside of her advisory role, she serves as Vice President of Prometi, LLC, which is involved in landscaping, property management, and health and wellness consulting. Asia Pacific Financial Management Group provides investment advice, discretionary portfolio management, and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm follows a tailored, low-cost, buy-and-hold investment approach primarily using exchange-traded funds and mutual funds, managing about $303.5 million in discretionary assets for approximately 1,417 clients through a four-advisor team.
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