Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Practice Manager Cristina Marie Galarza

Cristina Marie Galarza

Practice Manager

Cristina joined Sandeep’s practice in 2019, and as Practice Manager provides support services for both new and existing clients. She maintains contact with clients and helps design client financial plans. Cristina is a good central point of contact for most questions and requests. Cristina currently holds her California Life and Health Insurance license. Before entering the Finance industry Cristina earned her Bachelor’s degree in Biochemistry from UCLA. She was involved in several published MRI research projects based at CHLA, and was a founding member of the USC-Keck Human Rights Clinic. In her free time she enjoys cooking, hiking with her dogs, and reading.
Photo of Director of Operations K.J. Burrell

K.J. Burrell

MBA

Director of Operations

Photo of Investment Operations Associate Julius Vergara

Julius Vergara

Investment Operations Associate

Julius handles all investment client on-boarding, account maintenance, money movements, and other investment transactions.

Photo of Director of Marketing Elizabeth Gilbert

Elizabeth Gilbert

Director of Marketing

Elizabeth provides strategic guidance on relevant marketing and business development initiatives. She boasts a wide array of expertise, including event management, digital marketing, and public relations. She is an honors graduate of Pepperdine University, where she studied communications. 

Photo of Insurance Specialist Carlos Arroyo

Carlos Arroyo

Insurance Specialist

Get to know my network of specialists

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Wealth Management Advisor and CEO Paul Baboolal

Paul Baboolal

CLU®, ChFC®

Wealth Management Advisor and CEO

Financial planning is a life-long process that assists you and your family in taking control of your financial future. Paul Baboolal helps his clients build and implement their financial security game plan so they can feel safe in a complex world. He often partners with South Bay families, attorneys, and real estate professionals to help them realize their financial goals.