Meet Our Team

Steven creates, implements, and monitors strategies that help his clients grow and transfer wealth. He guides them with the same transparency he would his own family, and his mission is to fully understand each client’s situation and goals so he can educate them and give them clear guidance about their options. By offering valuable insight and assistance managing their finances, he lifts a burden from his clients’ shoulders and allows them to focus on what’s important to them. He specializes in wealth accumulation strategies, retirement income distribution, and generational wealth transfer.

Growing up, Steven’s family didn’t have a clear understanding of finances or how to best prepare for their future, and this ultimately led him to choose a career in financial services. He attended the University of California, Riverside, and in 2016, just after graduation, he joined Foresters Financial, a fraternal benefits society headquartered in Canada. There he gained expertise in working with CA state employees to maximize their CalSTRS/PERS, 457, and 403b benefits. His client base grew, and in 2018, he moved to New York Life, allowing him to offer a more comprehensive service for his clients’ evolving needs. In 2020, he earned his Retirement Income Certified Professional^® (RICP^®) designation, and in 2022, Steven earned the Chartered Financial Consultant^® (ChFC^®) designation, both from the American College of Financial Services. He is currently pursuing the Chartered Life Underwriter^® (CLU^®) designation and the CERTIFIED FINANCIAL PLANNER™ (CFP^®) designation from the American College of Financial Services. He has a bachelor’s degree in economics and administrative studies from the University of California, Riverside. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and holds FINRA series 6, 63, 7, and 66 securities licenses.

In his free time, Steven enjoys playing and watching basketball. He is part of two adult leagues (“Back and Body Hurts” and “Net Profit”), and his favorite team is the Los Angeles Lakers. He also likes to fish, hike, camp, cook, and travel with his fiancée Joselyn and their friends. He and Joselyn got engaged in February of 2022 and are planning a wedding for April of 2023. Steven’s parents, Bernadette and Gervacio, emigrated from the Philippines, and he and his two sisters were all born and raised in Southern California. He currently lives in San Gabriel, California, and has a German Shepherd named Kobe.

Awards:

• Qualifying Member of Million Dollar Round Table (MDRT) – 2020, 2021, 2022, 2023
• Member of New York Life’s Executive Council (2019, 2020, 2022) and President’s Council (2021)

Cindy is passionate about helping individuals and families achieve financial independence. Education has always been important to her, and believes that continuous learning is essential to staying up-to-date with the latest developments in the field and providing the best advice.

Cindy received her Bachelor of Art in Finance from California State University of Fullerton in 2016. She holds both the Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) designations and is in the process of completing a Master’s program in Advanced Financial Planning with a concentration in Taxation. This program has allowed her to gain a deeper understanding of the complex tax laws and regulations that affect her clients and is obtaining the skills and knowledge necessary to develop effective tax planning strategies. She believes that having a strong foundation in taxation is essential to providing comprehensive financial planning services to clients.

Cindy is a first-time mom who welcomed her beautiful daughter on March 20th, 2023. She is inspired to be the best version of herself for her family and clients. She believes that motherhood will provide her with a unique perspective on the challenges and opportunities facing families as they strive to achieve financial independence. She is excited to bring this perspective to her work as a financial advisor, and to continue to provide the best possible advice and guidance to her clients.

Bryan Schimmel is a highly skilled financial advisor specializing in tax diversification, financial planning, and investing strategies. With a wealth of experience in the field, Bryan helps clients optimize their financial portfolios to achieve their long-term goals. His expertise in tax diversification allows him to provide valuable insights and implement effective strategies to maximize tax efficiencies for individuals and businesses alike. By offering comprehensive financial planning services, Bryan assists his clients in creating personalized roadmaps to financial success, ensuring their financial well-being and future prosperity.

He earned his bachelor's degree in Economics from Indiana University, where he also pursued a minor in Finance, solidifying his knowledge of the intricacies of the financial world. Bryan's journey in the field was greatly influenced by his grandfather, who served as his mentor and a highly respected financial advisor. Inspired by the wisdom passed down through generations, Bryan followed in the footsteps of his family and embraced a career dedicated to providing expert financial guidance. Bryan Schimmel resides in Encino, where he shares his life with his wife, Houda, and their beloved canine companion, Shimmy.

Bryan is also a dedicated board member for Beit T'Shuvah, a renowned charity committed to addressing the pressing issues of drug and alcohol abuse. Through his unwavering commitment, he stands as an invaluable asset to Beit T'Shuvah's tireless efforts in combating substance abuse and fostering hope in the lives of countless individuals.

Beth provides direct support to Andrew McReynolds in developing and overseeing client relationships in order to ensure that you receive a superior level of overall experience and service. For the last 5 years, she has excelled in coordinating with clients through the entire planning* process.