Steven T. Stakley, MBA
Financial Consultant
I have more than 25 years of experience in the financial services industry. My focus is on helping business owners and families protect and grow their most valuable assets through long-term financial planning. I specialize in implementing and managing comprehensive, tax advantaged investment plans. My clients breathe easier knowing they are well-positioned to reach their goals.
As an Accredited Investment Fiduciary® (AIF®) , I help my clients fulfill their fiduciary obligations. I have a master’s degree in business administration from the University of Southern California, as well as a bachelor of arts degree in business/ economics from the University of California, Santa Barbara. I began my career in New York City in the financial services industry and have also worked on the floor of the Pacific Stock Exchange. My education and experience bring a strong depth of knowledge to my practice.
I enthusiastically serve in both my church and community. Past Board Member Big Brothers Big Sisters of Orange County and past Ambassador Chair for the Fullerton Chamber of Commerce.
My wife, Wanda, and I reside in Orange County, CA with our two children. We enjoy traveling and the outdoors. When I am not watching the kids play sports, I like to do research and ride mountains bikes.
CA Insurance Lic. #0D76213
Brenda Golestan-Parast
Private Client Specialist
Brenda excels in her role as a Private Client Specialist. Her genuine care for our clients exudes in every aspect. Brenda has an in-depth knowledge of the business, bringing more than 26 years of experience. Together her experience and extraordinary gift of making others feel special help explain her viability in the industry.
She enjoys a healthy lifestyle, including spending time with her family, exercising, traveling, cooking, and long walks on the beach.
CA Insurance License #0822278
Farah Helmy Elsany
Corporate Client Specialist
Farah brings a breath of fresh air to her role as a Corporate Client Specialist with a varied background. With more than 8 years of experience she has been complimented for her ability to learn quickly and build deep relationships. Prior to her current role, Farah worked as a Television Anchor for ten years. She speaks three languages fluently and has a Bachelor’s Degree in Mass Communications.
She enjoys spending time with her family and friends, traveling, cooking, and shopping.
CA Insurance License #0M19113