^{Who We Are}About Us

^{Our Mission}Guidance Rooted In
Empathy And Purpose.

Serving high-net-worth individuals, business owners, and families.

As your financial life grows more complex, having a structured, objective plan becomes essential. We focus on understanding your distinct circumstances, helping you align your assets with your long-term personal and professional goals.

Our approach aims to guide you through major life transitions with clarity and purpose. We are committed to providing the dedicated support necessary to help you make informed decisions for your future.

15+_{Years Of Experience}

360°_{Holistic Approach}

100%_{Client Focused}

^{Meet The Team}The People Behind
Your Financial Plan.

Relationship-driven guidance at every financial milestone.

Jill Tassone

Client Relationship Manager to Mike Antashyan

909-575-2023

jtassone@ksifa.com

Growing up in a close-knit Italian family in a small town in Upstate New York, I learned early the importance of hard work, loyalty, and building meaningful relationships. Those values have remained at the foundation of both my...

Mike Antashyan

Wealth Advisor

(909) 575-2023

mantashyan@ksifa.com

As a Southern California resident since 1992, I still remember the day as a 10-year-old when my family immigrated to United States. My father and mother had two suitcases, three small children and $500 dollars to their name. In search...

Ready to Build
Your Financial Future?

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We invite you to schedule a brief, introductory conversation to discuss your distinct goals and explore how our wealth management services align with your needs.

Schedule a Call

Who We AreAbout Us

Our MissionGuidance Rooted InEmpathy And Purpose.