Secura Financial

Jason Stone is a CFP® with 18 years of industry experience currently serving at Secura Financial. His prior roles include positions at Arkadios Capital, Crown Capital Securities, Barth Financial Advisors, and Stone Hatcher LLC. Outside of his advisory work, he serves as treasurer for the Theta Chi Fraternity Zeta Epsilon Alumni Association and is a board member at large for Child Lane. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs fundamental and cyclical analysis with a range of strategies, including option writing and derivatives, and also collaborates with third-party money managers and wrap fee programs.

Saul Palencia is a Series 65-licensed financial advisor with Secura Financial in Orange, CA, where he has worked since 2016. He has nine years of industry experience, including a prior role at Barth Financial Advisors. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a variety of strategies such as fundamental and cyclical analysis and uses instruments like options and derivatives, distinguishing itself through multiple industry roles held by its principals and the use of borrowing and derivatives in managed accounts.

Kraig Strom is a CFP® and ChFC® with 22 years of industry experience, currently serving at Secura Financial. His career includes roles at Arkadios Capital, Barth Calderon LLP, and Crown Capital Securities. Outside of financial advising, he is active as a director on the board of the Porsche Club of America, president of CHL Motors Inc., founder of Cars & Coffee Corona, and hosts a podcast and YouTube channel focused on general content. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental and cyclical analysis with a range of strategies, including the use of options, margin, and derivatives, and also offers third-party money manager placements and co-advisory wrap fee programs.

Richard Jackman is a CFP® professional with over 31 years of experience in financial planning and investment advisory. He is Chief Investment Officer and a 30% owner of Secura Financial, where he has served since 2019. Jackman also works as an independent contractor in fixed insurance sales and assists with legal information gathering and analysis as a legal assistant. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm combines fundamental and cyclical analysis and employs a range of strategies including option writing and derivatives, while also offering third-party manager placements and co-advisory roles.

Dhillon Taylor is a CFP® with eight years of experience in the financial services industry. He is currently with Secura Financial and Arkadios Capital, and has previously worked at Crown Capital Securities, Waddell & Reed, and other firms. Outside of his advisory work, he manages DT Financial Services, LLC, a coaching business for financial professionals. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm employs fundamental and cyclical analysis in its investment strategies and offers services including third-party money manager placements and portfolio reviews.

Brent Honea is a financial advisor with Secura Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Arkadios Capital, Crown Capital Securities, Barth Financial Advisors, and ongoing involvement with Barth Calderon and Bentley Financial & Insurance Services. Outside of investment advisory, he is involved in estate planning and asset protection law and also works as an independent contractor in life insurance sales. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs fundamental and cyclical analysis with strategies that include option writing, margin, and derivatives, and also offers third-party money manager placement and co-advisory services.

Harry Barth is a financial advisor with Secura Financial, holding CFP® and ChFC® designations and over 54 years of industry experience. He has worked at Arkadios Capital, Crown Capital Securities, Bentley Financial & Insurance Services, Barthcalderon LLP, and Secura Financial. Outside of his advisory role, he serves as managing partner of a law firm, Barthcalderon LLP, and is president of Bentley Financial Inc., which involves insurance sales. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental and cyclical analysis with a range of strategies, including derivative instruments, and maintains multiple industry roles disclosed as potential conflicts of interest.