Newport Beach, CA Office

Serena Nguyen is a financial advisor at Signature Resources Capital Management, LLC, holding a Series 66 credential with less than one year of industry experience. Her prior work history includes roles at OneAmerica Securities, American United Life, and other financial services firms. Outside of advising, she is a licensed insurance agent. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as plan sponsors and participants. The firm uses a Global Target Risk approach focused on global diversification and factor tilts, primarily implementing portfolios with mutual funds and ETFs tailored to client objectives.

Simon Goldin is a CFP® with three years of experience in the financial services industry. He is currently with Signature Resources Capital Management, LLC and has previously worked with firms including OneAmerica Securities, MML Investors Services LLC, and MassMutual Life Insurance Co. Outside of advisory work, he holds an insurance license and is involved in insurance sales. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as plan sponsors and participants. The firm utilizes a “Global Target Risk” approach with broad diversification and factor tilts, offering customizable portfolios primarily constructed with mutual funds and ETFs.

Kevin Messenger is an investment advisor representative with Signature Resources Capital Management, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at MML Investors Services LLC and Massmutual Life Insurance Company since 2014. In addition to his advisory role, he is an insurance agent with Signature Resources Insurance and Financial Services. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as plan sponsors and participants. The firm utilizes a Global Target Risk approach focused on global diversification and factor tilts and serves as a sub-advisor on third-party platforms.

Gregory Kaltenbach is a financial advisor with Signature Resources Capital Management, LLC and holds Series 63 and Series 65 credentials. He has 25 years of industry experience, including prior roles at Mass Mutual Investors Services and American United Life. In addition to his advisory work, he is an insurance agent. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors. The firm uses a Global Target Risk investment approach focused on global diversification and factor tilts, and it serves as a sub-advisor on third-party platforms.

Richard Tso is a financial advisor with Signature Resources Capital Management, LLC, holding a Series 66 credential and one year of industry experience. Before joining Signature Resources, he worked at OneAmerica Securities and American United Life. He is also licensed as a real estate agent, assisting clients with buying, selling, or renting properties. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors. The firm employs a Global Target Risk approach focused on broad diversification and factor tilts, offering customizable portfolios primarily through mutual funds and ETFs.

Joshua Matyas is a CFP® at Signature Resources Capital Management, LLC with one year of industry experience. Before joining Signature Resources, he spent several years at Blankinship & Foster, LLC and completed his studies at San Diego State University. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors and participants. The firm employs a “Global Target Risk” approach focused on broad diversification and factor tilts, managing portfolios primarily with mutual funds and ETFs tailored to client objectives.

Samuel Lee is a financial advisor with Signature Resources Capital Management, LLC and holds a Series 66 designation. He has one year of industry experience and has worked at firms including OneAmerica Securities and MML Investors Services, LLC. Outside of advisory roles, he has been involved with several entrepreneurial ventures, including Saluk LLC and ShopSwap LLC. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors. The firm employs a Global Target Risk approach focused on global diversification and factor tilts, managing portfolios primarily with mutual funds and ETFs and serving as a sub-advisor on third-party platforms.

Anthony Rossi is a financial advisor at Signature Resources Capital Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at several firms including Park Avenue Securities and AE Wealth Management. Rossi is also active as an insurance agent with Signature Resources Insurance and Financial Services. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors and participants. The firm uses a Global Target Risk approach focused on broad global diversification and factor tilts, managing portfolios primarily with mutual funds and ETFs while tailoring allocations to client objectives.

Alexander Lashkari is a financial advisor with Signature Resources Capital Management, LLC, holding a Series 66 credential and two years of industry experience. His prior roles include positions at OneAmerica Securities, American United Life, and MassMutual Life Insurance Company. Lashkari has also operated his own firm, Lashkari Wealth Management, LLC. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients, plan sponsors, and participants. The firm employs a Global Target Risk approach with broad diversification and factor tilts, managing customizable portfolios primarily through mutual funds and ETFs.

Mark Mowrey is a CFA® charterholder with nine years of industry experience, currently working at Signature Resources Capital Management, LLC since 2016. He serves on the boards of Symmco, Inc. and Symmco Group, both involved in powdered metal component manufacturing, and is co-founder of Global Digital Advisor Technologies, a firm focused on developing a financial product and service marketplace. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors and participants. The firm employs a Global Target Risk approach to managing customizable model portfolios emphasizing broad global diversification and factor tilts, primarily utilizing mutual funds and ETFs.