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.

Meet Rami's Team

BRITTANY MUSGRAVE

COMPLIANCE ADMINISTRATOR

VALERIE TRUJILLO

OPERATIONS MANAGER

KATRINA DREYER

EXECUTIVE ASSISTANT

KAREN LEES

MARKETING DIRECTOR

CRYSTAL AVELINO

CLIENT RELATIONSHIP MANAGER

Shawn N. Coffey

Northern CA Manager of Client Services

Strategic Alliances

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MICHAEL BINGER, CFA®

President of Gradient Investments, LLC

 

WAYNE SCHMIDT, CFA®

Chief Investment Officer of Gradient Investments, LLC

JEREMY BRYAN, CFA®

Portfolio Manager of Gradient Investments, LLC

MARIANN MONTAGNE, CFA®

Portfolio Manager of Gradient Investments, LLC