Our Financial & Insurance Professionals

Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.

Eric DiLeo

PRESIDENT

Eric DiLeo has always had a passion for helping others. Eric is a Financial Advisor, Registered Financial Consultant, and proud son of a United States veteran. An Orange County native, Eric has spent most of his adult life as a Financial Consultant, helping others to achieve their retirement goals. Eric will tell you that the greatest joy in life is the satisfaction one gets from helping others. Specializing in educating clients on the best available retirement options for their needs, he brings a passion and excitement to the Retirement Planning process with each and every client he serves. Eric is an avid sailor, climber, and outdoorsman and when not actively helping his clients, enjoys spending his free time with family and friends.

Denise Popoca

Vice President of Operations

Denise Popoca serves as the lead point of contact for all customer account management matters. She strives to address each need and answer any questions our customers may have. Her goal is to always assist our clients in a prompt and effective manner.

She is pursuing a bachelor’s degree in Business Administration from Cal State University of Fullerton. On her free time, Denise enjoys exploring parks and trails in Orange County with her children.

Berenice Bayardo

Vice President of Administration

Berenice Bayardo is the friendly face that greets you in the office while overseeing the implementation of all administrative procedures and policies on a day-to-day basis. She is at the forefront of establishing great customer service as well as building great client relationships.

When not in the office, she loves to spend time with family and friends and loves to travel. She is currently in school studying to be an accountant and hopes to be a CPA one day.

Strategic Alliances

MICHAEL BINGER, CFA®

President of Gradient Investments, LLC

KEITH GANGL, CFA®

Senior Portfolio Manager of Gradient Investments, LLC

TYLER ELLEGARD, CFA®

Portfolio Manager of Gradient Investments, LLC

This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.