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.
RAMI TAMEEZ
DBA, AAMS®, AWMA®
PRESIDENT AND CO-FOUNDER
Rami Tameez is a financial professional who focuses on protecting and preserving the wealth of his clientele. His goal is to assist his clients in creating lasting strategies that protect their hard earned assets and give them the independence and control needed for the future. As one of the founding leaders of Legacy Financial and Insurance Services, he leads his team to help local clients with retirement and insurance strategies.
Rami is a graduate of CSUSB with a degree in Management. He also received a Masters Degree in Management from National University, Doctorate in Business Administration at Columbia Southern University, and holds additional financial designation including: Accredited Asset Management Specialist (AAMS) and Accredited Wealth Management Advisor (AWMA) through the College for Financial Planning. Rami Tameez is a public national speaker educating industry peers throughout the nation. Rami Tameez also is a professor part-time at CSUSB in the Jack Brown Hall School of Business helping educating students both undergraduate and graduate students.
Rami is very active in the community as well. He is on the board of JJ Smiles Foundation, a non-profit organization dedicated to bettering the lives of children.
MARK SHARIFI
CO-FOUNDER
Mark Sharifi is an established speaker, financial advisor and educator. A financial services veteran for over 20 years, Mark resides in Rancho Cucamonga with his family. His main focus is on helping individuals in and around Rancho Cucamonga navigate the ever-changing financial environment with sound recommendations and innovative concepts that are easily understood.
TATUM "TATE" S. HILMOE
ESTATE PLANNING ATTORNEY
Tate works closely with a network of CPAs and financial advisors on estate planning and probate matters. His estate planning practice includes revocable and irrevocable trusts, pour over wills, health care directives, powers of attorney and probate. His estate planning experience includes high net worth individuals, business interests, royalties, and IP matters.
MARK A. BASILE
Investment Advisor Representative
Mark advises and consults with clients on a variety of financial planning, investment, and tax related issues. He holds the Financial Industry Regulatory Authority (FINRA) Series 65 and 63 licenses, as well as a Life insurance license.
Meet Rami's Team
Mark John Landeros
Insurance specialist
Tanya Tong
Agent
Sandra Prather
Client Relations Manager
Nicole Nelson
Client Relations Specialist
Krystal Harrison
Lead processor
Julia Traylor
Compliance Manager
Strategic Alliances
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
KEITH GANGL, CFA®
Senior Portfolio Manager of Gradient Investments, LLC
Keith joined Gradient Investments in 2018 and has more than 25 years of industry experience. Prior roles include asset management for a multi-billion dollar portfolio with a large institutional asset management firm. Keith is a CFA® charterholder, managed a Lipper Award winning mutual fund, and has been featured in media outlets such as Investor’s Business Daily, Nasdaq, Reuters, and Bloomberg.
TYLER ELLEGARD, CFA®
Portfolio Manager of Gradient Investments, LLC