Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

At our firm, we have the client—and only the client—in mind.

Debbie Charpentier

Financial Planner

(661) 322-5204

Debbie.Charpentier@lfg.com

"I wouldn't trade this job for anything. It's a privilege to get to know people on a personal basis and make a difference in their lives." Since 1989, I have been helping people simplify their financial lives. Over the years, I have...

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Milan Torres, CFP®, CRPC®

Financial Planner

(661) 322-5204

milan.torres@lfg.com

“My goal is to truly make an impact on my clients and their families.” Mr. Torres is a financial planner with Lincoln Financial Advisors. He began his career in the financial services industry with Lincoln in 2010. Mr....
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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