Advisors at this firm
Jordan E
Series 66
Costa Mesa, CA
Braypark Wealth Management
Jordan Eden is a financial advisor with Braypark Wealth Management in Costa Mesa, CA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Equitable Advisors LLC, Stifel Nicolaus & Co Inc, Wells Fargo Clearing Services, LLC, Wells Fargo Advisors LLC, and Edward Jones. Outside of his advisory work, Eden serves as president of Business Growth Innovators, a referral group focused on business development. Braypark Wealth Management is a small, privately owned firm providing discretionary asset management for individuals, including high-net-worth clients, and retirement plan consulting for employer plans. The firm uses a broad set of analytical methods and active investment techniques to construct diversified portfolios, managing approximately $24.62 million across about 83 client relationships.
Katelyn S
Series 65
Costa Mesa, CA
Braypark Wealth Management
Katelyn Santos is a financial advisor at Braypark Wealth Management with a Series 65 credential and one year of industry experience. She previously worked at Acrisure, LLC for nine years and at Rusnak for one year. Santos is also a licensed insurance agent and may offer insurance products in her role at Braypark. Braypark Wealth Management is a small, privately owned firm that provides discretionary asset management for individuals, including high-net-worth clients, and retirement plan consulting for employer plans. The firm employs a variety of analytical methods to construct diversified portfolios and offers both retail and ERISA-focused services.
Christopher F
Series 66
Costa Mesa, CA
Braypark Wealth Management
Christopher Fono is a financial advisor at Braypark Wealth Management with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Cambridge Investment Research and OSAIC. Outside of financial advising, he is involved in selling softball and baseball bat grips through a small business venture. Braypark Wealth Management is a privately owned firm formed in 2025 that provides discretionary asset management for individuals, including high-net-worth clients, and retirement plan consulting for employer plans. The firm employs a broad range of analytical methods to construct diversified portfolios and offers both retail and ERISA-focused services through a three-advisor platform.
My N
Series 63, Series 66
Costa Mesa, CA
Braypark Wealth Management
My Nguyen is a financial advisor at Braypark Wealth Management with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Nguyen is also a licensed insurance agent and offers insurance products through her role at Braypark. Braypark Wealth Management is a small, privately owned firm that provides discretionary asset management for individuals, including high-net-worth clients, and retirement plan consulting for employer plans. The firm employs a broad range of analytical methods to construct diversified portfolios and offers services that combine retail wealth management with ERISA-focused retirement consulting.
Enrico S
Series 63, Series 66
Costa Mesa, CA
Braypark Wealth Management
Enrico Santos is a financial advisor at Braypark Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Morgan Stanley, Prudential Insurance Company of America, and LPL Enterprise. Braypark Wealth Management is a small, privately owned advisory firm that provides discretionary asset management for individuals, including high-net-worth clients, and retirement plan consulting for employer plans. The firm employs a diverse range of analytical methods to construct and actively manage portfolios across various asset classes.