Brent Pasqua is the founder and Principal Managing Director at RPA Wealth Management. He specializes in retirement, investment, tax, estate and wealth planning. Brent earned his degree in business from California State University San Bernardino. He has a Series 65 securities license and his California Life & Health Insurance License. Brent speaks regularly at financial and social security planning events.
Brent began his career at Legacy Financial & Insurance Services in 2004. While working at Legacy he worked extensively on building financial plans and managing assets for high net worth individuals. Brent and his wife Tiffani reside in Rancho Cucamonga, CA and had their first child Landon in April of 2014.
Daniel Flores serves as Investment Advisor Representative at RPA Wealth Management. Daniel provides exceptional service in the areas of income and retirement planning.
Daniel has extensive experience assisting clients in maximizing their assets. His past experience includes his time at Legacy Financial & Insurance Services. He possesses a degree in finance from California State University San Bernardino. He also carries a Series 65 Securities License as well as a California Life and Health Insurance License.
Matthew Theal serves as Investment Advisor Representative at RPA Wealth Management. Matthew’s area of expertise is investment and portfolio management.
Matthew’s experience includes managing portfolios for high net worth individuals at Legacy Investment Services. He also lived and worked in New York City for three years where he dedicated his talents to Minyanville Financial Media. He possesses a degree in finance from California State Polytechnic University, Pomona. He also carries a Series 65 Securities License as well as a California Life Insurance License.
Over the years Matthew’s work and research have been published by a variety of industry sources including Minyanville Media, Yahoo! Finance, MSN Money and Marketwatch.
Joshua Winterswyk serves as an Investment Advisor Representative at RPA Wealth Management. Joshua’s area of expertise are Retirement Planning and Income Planning.
Joshua has six years of retail banking experience where he specialized in personal finance, lending, and small business banking at Citigroup.
He possesses a degree in Finance from California State University, San Bernardino. He also carries Series 65 license as well as California Life Insurance License.