Syndicated Capital, Inc.

Julia Cheng is a CFP® with 34 years of industry experience and is currently affiliated with Syndicated Capital, Inc. in San Diego, CA. She has held roles at Cabot Lodge Securities LLC, SB Advisory, LLC, and IFS Securities. Outside of her advisory work, Cheng serves as president of Julia Cheng Wealth Management and Estate Planning, where she is involved in management, marketing, and insurance sales. Syndicated Capital, Inc. provides portfolio and wealth management services to individuals, high-net-worth clients, trusts, corporations, and 401(k) plans. The firm offers customized advisory solutions using publicly traded equities, ETFs, fixed income, and mutual funds, managing approximately $123 million in client assets.

Bradley Boeck is a financial advisor at Syndicated Capital, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Syndicated Capital since 2009. Outside of his advisory role, he owns Northwind Financial LLC, which is involved in health and life insurance sales. Syndicated Capital, Inc. provides portfolio, wealth, and money management services to individuals, high-net-worth clients, trusts, corporations, and 401(k) plans. The firm offers customized advisory services tailored to clients’ objectives and manages approximately $123 million in assets, typically using publicly traded equities, ETFs, fixed income, and mutual funds.

Jerome Graham is a financial advisor at Syndicated Capital, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Syndicated Capital since 2003. Outside of his advisory role, he serves as president of Graham Financial Services. Syndicated Capital, Inc. provides portfolio, wealth, and money management services to individuals, high-net-worth clients, trusts, corporations, and 401(k) plans. The firm offers customized advisory solutions using publicly traded equities, ETFs, fixed income, and mutual funds, managing approximately $123 million in client assets.

K Lee is a financial advisor at Syndicated Capital, Inc. with 14 years of industry experience. He holds the Series 66 designation and has been with Syndicated Capital since 2011. Syndicated Capital, Inc. provides portfolio, wealth, and money management services to individuals, high-net-worth clients, trusts, corporations, and 401(k) plans. The firm offers customized advisory services using publicly traded equities, ETFs, fixed income, and mutual funds, managing approximately $123 million in client assets.

Michael Nguyen is a Series 66 licensed financial advisor with five years of industry experience, currently serving at Syndicated Capital, Inc. since 2021. His prior roles include positions at Massmutual Life Insurance Company, DWTS, LLC, MML Investors Services, LLC, and CFSMB, LLC. Outside of his advisory work, he is the CEO of TFML Financial & Insurance Services LLC. Syndicated Capital, Inc. provides portfolio, wealth, and money management services to individuals, high-net-worth clients, trusts, corporations, and 401(k) plans. The firm offers customized advisory solutions, managing approximately $123 million in client assets, and employs publicly traded equities, ETFs, fixed income, and mutual funds tailored to client objectives and risk tolerance.

K Lee is a financial advisor at Syndicated Capital, Inc. with 15 years of industry experience. He holds a Series 66 designation and has a background that includes long-term work in various schools. Syndicated Capital, Inc. provides portfolio management, wealth management, and money management services to individuals, high-net-worth clients, trusts, corporations, and 401(k) plans. The firm offers customized advisory services employing publicly traded equities, ETFs, fixed income, and mutual funds, managing approximately $123 million in client assets.

Frank Schweitzer is a financial advisor with Syndicated Capital, Inc. He holds a Series 63 designation and has 42 years of industry experience. Prior to joining Syndicated Capital in 2014, he worked at First Wilshire Securities Management, Inc. since 1983 and has been self-employed since 1980. Outside of advising, he operates as a self-employed insurance broker specializing in disability, life, and major medical insurance products. Syndicated Capital, Inc. provides portfolio, wealth, and money management services to individuals, high-net-worth clients, trusts, corporations, and 401(k) plans. The firm offers customized advisory services using publicly traded equities, ETFs, fixed income, and mutual funds, managing approximately $123 million in client assets.

Stephen Kagawa is a financial advisor with Syndicated Capital, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior affiliations include Intersecurities, Inc., and he has maintained ongoing roles with the Stephen Kagawa Agency and Occidental Underwriters of Hawaii for several decades. Outside of his advisory work, he serves as President and CEO of The Pacific Bridge Companies, Inc., which comprises multiple subsidiaries in insurance, wealth management, and consulting. Syndicated Capital, Inc. provides portfolio, wealth, and money management services to individuals, high-net-worth clients, trusts, corporations, and 401(k) plans. The firm offers customized advisory services using publicly traded equities, ETFs, fixed income, and mutual funds, managing approximately $123 million in client assets.

David Petray is a financial advisor with Syndicated Capital, Inc. in Costa Mesa, CA, holding a Series 63 designation and 36 years of industry experience. He has worked at Syndicated Capital since 2001 and previously at A. G. Edwards & Sons, Inc. since 1998. Outside of finance, he has been a luxury travel advisor since 2013 and also works as a mortgage advisor. Syndicated Capital, Inc. provides portfolio and wealth management services to individuals, high-net-worth clients, trusts, corporations, and 401(k) plans. The firm customizes investment strategies based on clients’ objectives and risk tolerance, primarily using publicly traded equities, ETFs, fixed income, and mutual funds.

Faith Lee is a financial advisor at Syndicated Capital, Inc. with 26 years of industry experience. She has been with Syndicated Capital since 2003 and holds a Series 63 designation. Syndicated Capital, Inc. provides portfolio, wealth, and money management services to individuals, high-net-worth clients, trusts, corporations, and 401(k) plans. The firm customizes investment strategies based on client objectives, risk tolerance, and time horizon, utilizing publicly traded equities, ETFs, fixed income, and mutual funds.

Mark Paul Juloya is a financial advisor at Syndicated Capital, Inc. with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Creative Benefits, Inc., Ameritas Life Insurance Corp, Ameritas Investment Corp, and Creative Wealth Group. Outside of his advisory role, he is involved in fixed insurance sales targeting business owners and their employees. Syndicated Capital, Inc. provides portfolio management, wealth management, and money management services to individuals, high-net-worth clients, trusts, corporations, and 401(k) plans. The firm offers customized advisory solutions using publicly traded equities, ETFs, fixed income, and mutual funds, managing approximately $123 million in client assets.