Stephanie Gomez

Client Service Associate

Stephanie was born and raised in Southern California.  She graduated from California State University with her Bachelor's Degree, afterwards working in a wide variety of fields such as civil law and project/construction management for local area schools.

Stephanie joined our team in 2009.  Her primary duties include the preparation, processing, and follow-up of new account paperwork that is submitted to fund companies, as well as communicating with our clients, providing them with answers to questions and account status updates.  Her personal interests include gardening, reading, and going to the beach as often as she can with her husband and children. 

Phone (714) 633-2727
Fax (714) 912-9722