Our Team of Consultants
Los Angeles area, CA
Mr. Martin runs the executive benefits group of all Vast-related entities. He has been involved in small business owner issues for over 20 years and also has a secondary specialty of business lending strategies.
Fremont, CA Hilton Head, SC
I grew up in the Bay Area, raised 4 independent successful daughters. I love to travel and experience new cultures. I am known to be personable, analytical, independent, hard worker (or always working); professional.
Since 2000, Joshua has worked in the financial services industry serving his client’s financial needs. As a C(k)P® CPFA and AIF®, he is obligated to meet the fiduciary standard by putting your interest above his own.
West Palm Beach, FL
Mr. Fu leads a highly experienced team to work with high net worth individuals, develop strategies and recommend personalized solutions designed to help you accumulate, protect and transfer your wealth.
Nick started in the financial services industry in 1997. He was responsible for recruiting, development and productivity of over a dozen advisors during his tenure at what was to become Ameriprise Financial. Nick focuses on retirement planning and the small business marketplace through comprehensive financial management. Nick, who is fluent in French, lives outside of Houston where he enjoys waterskiing with his wife and daughter.