Advisors at this firm
Mona H
Series 66
Temecula, CA
Enduring Wealth Advisors
Mona Hurtado is a financial advisor at Enduring Wealth Advisors in Temecula, CA, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at LPL Financial LLC and Enduring Wealth Advisors, as well as work at Pala Casino, Rancho Christian School, and Community Mission of Hope. Outside of advising, she works as a DoorDash driver. Enduring Wealth Advisors serves individual and high-net-worth clients, trusts, pension plans, and business clients by providing asset management, financial planning, and retirement plan consulting. The firm offers discretionary portfolio management using a combination of fundamental, technical, quantitative, and sector analysis, and incorporates options and alternative investments as part of its strategies.
Ralph B
CFP®, Series 63, Series 66
Temecula, CA
Enduring Wealth Advisors
Ralph Bender is a CFP® with over 32 years of industry experience, currently serving as an advisor at Enduring Wealth Advisors. He has been affiliated with LPL Financial since 2001 and joined Enduring Wealth Advisors in 2023. Outside of his advisory work, he conducts investment-related seminars for Calvary Chapel Bible Fellowship in Temecula, CA. Enduring Wealth Advisors serves individual and high-net-worth clients, trusts, pension plans, and businesses by providing asset management, financial planning, and retirement plan consulting. The firm offers discretionary portfolio management using a combination of fundamental, technical, quantitative, and sector analysis, and it incorporates a range of investment strategies including options and alternative investments.
Mark T
CFP®, Series 66
Temecula, CA
Enduring Wealth Advisors
Mark Tracy is a CFP® and holds a Series 66 license, with 13 years of industry experience. He is currently affiliated with Enduring Wealth Advisors in Temecula, CA, and has also worked with LPL Financial since 2016. Outside of his advisory work, he volunteers as a youth baseball team manager for the Shetland Phillies. Enduring Wealth Advisors serves individual and high-net-worth clients, trusts, pension plans, and businesses by providing asset management, financial planning, and retirement plan consulting. The firm offers discretionary portfolio management using a combination of fundamental, technical, quantitative, and sector analysis, and includes options, alternative investments, and third-party manager recommendations in its strategies.