Dr. Marcelo Vazquez, Financial Services Representative

Dr. Marcelo Vazquez brings over 20 years of a unique blend of college financial preparation, with lifetime financial education and planning experience.  Having worked at colleges like UCLA, University of Nevada Reno, and California State University Northridge, Marcelo has personally helped families strategically use financial tools to pay for their college tuition while also funding their tax-free retirements.  A college education does not come with intentional financial education.  From companies to young professionals and all levels of families; Marcelo serves and empowers others to reach their financial goals.

Marcelo is married to his beautiful wife for over 21 years.  Marcelo and his wife share in mentoring bright and ambitious children in their high school daughter and elementary school son.

Matt Khao, Financial Services Representative

Matt brings 11 years of professional financial services experience, serving clientele spanning the entire net-worth spectrum. Mr. Khao specializes in tax strategy, strategic retirement solutions, and college financing. He is happily married with his beautiful wife and they both have a 5-year old son. Matt is bilingual in Thai and English.

Amy Canchola, MHA

Amy’s passion is collaborating, developing, strategizing, educating, and cultivating with health care organizations, teams, and leaders to help others plan, prepare, gain control of their finances, and health outcomes across the nation; empowering people to analyze, support, promote, and change their lives for the better health through social determinants. Her family, friends, and surrounding community inspire her vision and valuable purpose. Her mindset focus, priority, and prevail are conquering administration value, safety, quality, and interoperability complexity in the industry sector by technology, closing gaps, integrating a lasting synergy of personalization, whole-person care, end-to-end experience satisfaction, and legacy. I enjoy learning, educating, exercising, nutrition, cooking, gardening, humanitarian efforts, and cosmetology. Accomplishments: career, college, love, and son Zayne. Interests: God, health, fitness, and travel.