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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jane Prugsanapan

Advisor

(408) 410-8303

(408) 374-3693

jprugsanapan@cfiemail.com

Jane is a Registered Representative/Investment Advisor Representative and an Enrolled Agent. She specializes in Wealth Management. Wealth management is an investment advisory service that combines other financial services to address...

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Michael Morando

Advisor

(805) 569-1982

(805) 569-5767

mmorando@tremblayfinancial.com

Michael Morando is a Financial Consultant with Centaurus Financial Inc. His practice focuses on investments, retirement income, insurance and asset allocation.

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Frederick Ho

Technical Support

(408) 887-3793

(408) 374-3693

fho@cfiemail.com

Fred provides technical support for Jane. Fred has held technical and management positions with IBM, Informix Software, Sun Microsystems, HP and Tandem Computers. Most recently, he was Program Director at IBM Research working with...
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