Advisors at this firm
Tiffany D
Series 63, Series 65
Long Beach, CA
Meridian Venture Partners, Inc
Tiffany Delarosa is a financial advisor at Meridian Venture Partners, Inc with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Universal Wealth, Vantage Financial Alliance, Transamerica Financial Advisors, and World Financial Group. Outside of her advisory role, she is co-owner and administrative assistant at Diamond Senior Living, where she assists with scheduling and procuring supplies. Meridian Venture Partners provides portfolio management and financial planning primarily to individual clients, utilizing a range of investment strategies across mutual funds, equities, fixed income, ETFs, real estate funds, venture capital, and cryptocurrency. The firm documents client goals through Investment Policy Statements and applies multiple analytical approaches to implement both long- and short-term strategies.
Victor E
Series 63, Series 65
Long Beach, CA
Meridian Venture Partners, Inc
Victor Espino is a financial advisor at Meridian Venture Partners, Inc with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors, Inc and Universal Wealth. Outside of advisory work, he owns and operates The Tax Council, an accounting business. Meridian Venture Partners provides portfolio management and financial planning primarily to individual clients, offering a range of investment services including mutual funds, equities, fixed income, ETFs, real estate funds, venture capital/private placements, and cryptocurrency exposure upon client request. The firm uses various analytical approaches and may employ margin, options, and short-sale strategies while documenting client goals and risk tolerance in Investment Policy Statements.