At Team Wealth and Tax, our mission is to change lives in a meaningful and powerful way EVERY single day.

Give us a call at 951-308-6444 and talk with one of our Advisors. They’re eager to make your day better — and start your journey towards making Smart choices about Wealth, Retirement, and Taxes.

Meet Your Wealth and Tax Team
Team Member
JEFFRY S. COLE, CFP®, EA
WEALTH AND TAX ADVISOR
Bio
Team Member
LEONARD P. COLE, MBA, CPA, CFP®, CMA, EA
WEALTH AND TAX ADVISOR
Bio
Team Member
JEFFRY S. “JAY” COLE II, CFP®, EA
WEALTH AND TAX ADVISOR
Bio
Team Member
DUSTIN P. WATTS, CFP®, CIMA®
PRIVATE WEALTH ADVISOR
Bio
Team Member
JARRAD D. CHAVEZ, EA
TAX ADVISOR
Bio
Team Member
DAVID LEONHART, EA
WEALTH AND TAX ADVISOR
Bio
Team Member
BRIAN OWEN
PRIVATE WEALTH ADVISOR
Bio
Team Member
PAM WALKER
Client Service Specialist
Bio

Equipped to help you make smart choices about wealth, retirement, and taxes

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Designation

Certified Financial Planner™

Designation

Investments & Wealth Institute™

Designations
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Investment Advisory Services Offered Through Team Financial Group, LLC, a SEC Investment Advisor located in the State of California DBA Team Wealth & Tax Advisors. Insurance products and services are offered through Team Financial & Insurance Services, LLC, an affiliated company. CA License #0L50753. All Tax related services provided through TeamTax, a separate company.
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