Thomas C. Prentice, CRPC®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

760-772-5451

Young M Chung, CPWA®, CRPC®, ChFC®

First Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

760-772-5452

Stephanie S. Barsness

Senior Registered Client Associate

760-772-5454

Tricia Prentice

Registered Client Associate

760-772-5453
 

The Prentice Chung Group has more than 80 years of collective experience offering integrated wealth management strategies. Our approach is both comprehensive and transparent. We strive to maintain a high level of professionalism and service for multiple generations of a family. With that, we recognize that substantial wealth requires substantial care, and we serve a limited number of clients to better manage those financial complexities.

Each member of our team has distinct areas of responsibility and experience. We also hold a number of industry designations that help us apply a broad perspective to your wealth management needs. Complementing that knowledge, we have substantial industry and real life experience to develop and implement practical strategies to help meet your goals and needs.

We believe in collaborating with your other professional advisors, as needed, to provide tax minimization strategies, insurance, liability and treasury management, as well as estate planning services.