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Julie A. Caballero
Client Service Manager
949-724-8805
jcaballero@libertycapitalmgt.com
Julie is the Practice Manager for Craig Truman and Christopher Kelly. She assists Craig by scheduling, preparing for and attending client appointments, preparing and following up on new applications or service requests, generating...
Hirschy H. Clein
Client Service Manager
949-851-2258
Specialty:Hirschy provides services which go toward assisting Chris Kelly in his advisory business. He hopes to contribute to the operational and administrative needs which accompany a growing financial services practice. Hirschy's...
Maurice I. Clein
Principal
949-851-2258
Maurice specializes in creative financial strategies and asset optimization which includes retirement plan services and asset enhancement. Maurice holds securities registrations series 7, 63, & 65. He is also...
Raoul H. Dubery
Financial Advisor
949-724-8805
Born and educated in South Africa, Raoul is an experienced Financial Planner with over 20 years serving the needs of his diverse clients. He specializes in wealth management and financial strategizing for business owners,...
Christopher F. Kelly, CFP, ChFC, CLU, CPFA, MBA
Financial Advisor
949-724-8805
Chris enjoys working with entrepreneurs, executives and professionals helping them to build and maintain their wealth and minimize their taxes. Chris works with many business owners to establish and manage their 401(K) and...
Ronald S. Latin, CFP®
Principal
949-724-8805
Ron Latin is a Founding Principal of Liberty Capital Management, Inc. Ron helps individuals and families develop plans to reach their life’s goals and dreams. As an avid sailor, he recognizes that no wise sojourner...
John J. Lewis
Registered Advisor
949-724-8805
John is an Investment Advisor Representative with a practice focused on portfolio management and financial life planning for individuals and corporations. He has developed a proprietary method of portfolio management with a...
Mariza G. Limbo
Client Service Manager
949-851-2258
Mariza is the Client Services Manager associated with Maurice I. Clein’s group. Mariza is responsible for managing daily office tasks, including, but not limited to, processing client requests, preparing and developing...
Amy S. Nguyen
Client Service Manager
(949)-851-2258
Amy’s position at Liberty Capital Management, Inc. is that of Client Services Manager and is an integral part of our group. Amy is the go-to scheduling person for Maurice Clein’s group and designs information and...
Bethany A. Pittenger
Client Service Manager
949-724-8805
bpittenger@libertycapitalmgt.com
Bethany is the Client Service Manager for John J. Lewis and Thomas E. Raguse. She is responsible for interacting with clients, managing John and Tom’s calendars, developing client presentations, and processing client...
Thomas E. Raguse, MBA
Registered Advisor
949-724-8805
Specialty:Tom specializes in the development of individual financial plans, investment portfolio management and transition planning. This includes assisting clients in evaluating the qualitative aspects of their life goals and...
Jonathan Rob Royal, CFP® CKA®
Financial Advisor
949-724-8805
Rob’s vocation is helping clients gain clarity of their financial situation and align their portfolio with their goals and values. This is done through comprehensive, integrated financial planning and investment...
Maria Iniguez-Popp
Receptionist & Office Administrator
949-724-8805
Maria is Liberty Capital Management's Receptionist/Office Administrator. Maria has over 10 years customer service experience. She lived in Germany for 14 years and established her family there. Maria also volunteered for a...
Craig M. Truman, ChFC, CLU
Principal
949-724-8805
Craig’s area of specialization focuses on two complimentary areas. The first of these is portfolio management. Craig assists those who are preparing for retirement as well as those who have retired. He prepares customized...
Dustin S. Truman
Data Entry Specialist & Client Services Manager
949-724-8805
Dustin works as a data entry specialist and client service assistant for Chris Kelly and Craig Truman. Dustin has become a specialist with the powerful financial panning software, E-Money.
Maria Ortiz
Client Services Manager
949-724-8805
Maria works with Group Health Benefits and her priority is to build a positive and trustworthy relationship with each of our clients. Maria graduated from California State University, Fullerton...
Sol Morgan
Director of Client Experience
949-724-8805
Sol works closely with Chris Kelly, CFP® and our clients to assist in developing a personal financial plan for each client household. Her goal is to evolve the financial planning process into a personable experience centered on...