Rancho Bernardo Branch Office

Amber enjoys her leadership role as Branch Manager of the Ranch Bernardo office. She also provides holistic investment and retirement planning within the context of multi-generational wealth management and estate investment planning. She is the practice manager. She also advises in the area of liability management and faculties integrating business needs into a complete personal financial picture.

With the encouragement of her long tenure financial advisor father, she joined the practice in 2012.

Amber’s passion for learning and drive for achievements led her to a private high school, La Jolla Country Day. After many college visits, she decided on U.C. Davis and after two years in Neurobiology, Psychology, and Behavioral in addition to engineering level math, be completed her B.A. in Philosophy and an emphasis on Logic. For eight years she worked full time and moved up the ranks in one of the “Fortune 500’s Top Companies to Work for.” She also spent a year facilitating an English language exchange program living overseas.

Amber spends most of her time with her family and especially enjoys trips with her little one to the San Diego Zoo, Safari Park, Disneyland, and Children’s Museum. She is an active and passionate member of the Rady Children’s Hospital North County, community groups, and professional estate planning councils. She enjoys cooking adventurous food and traveling extensively. Her Favorite travel destinations include: Turkey, Israel, Europe, and the Dominican Republic. She speaks Spanish and Turkish.

Securities Agent: MD, NV, PA, UT, WV, WA, VA, TX, TN, SC, OR, OK, NY, MS, MO, MN, LA, IN, ID, GA, FL, CO, CA, AZ, AR, MI; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1009088
CA Insurance License #: 0I23657

Alissa’s role as the Business Service Officer is constantly evolving to match the growing needs of her branch and staff. In addition to handling the traditional duties of an operations manager, she develops, mentors, and coaches the entire support staff. Alissa has a passion for advancing the careers of her teammates, including identifying which licenses and accreditations they’ll need in order to reach the next level.

Alissa is a CERTIFIED FINANCIAL PLANNER™ Professional, giving her a unique insight all sides of the business. She also works with Financial Advisors to evaluate their business models, staffing needs and coaching opportunities. Alissa has a knack for interviewing and hiring the right talent. It’s a skillset that comes from having more than 17 years of experience in the financial services industry. She joined Morgan Stanley in 2016 after a 10-year career with Wells Fargo Advisors.

Alissa received a Bachelor’s degree in Political Science from the University of California, San Diego. And as a life-long San Diego native, she’s passionate about giving back to the community. She volunteers for several charities, including the Armed Services YMCA—Adopt a Family, Artwalk Carlsbad and the Agua Hedionda Lagoon Foundation.

Theresa has over 15 years of experience in the financial services industry and has excellent client management and administrative skills across a full spectrum of operational services. As a branch administrator, she responsible for facilities and assisting the branch manager. Her positivity and willingness to go the extra mile truly makes her a fantastic asset to the Ranch Bernardo management team.

Prior to joining the Rancho Bernardo management team, Theresa worked as a Service Associate in the Carlsbad Morgan Stanley branch since 2007 where she gained vast experience in building and developing customer relationships. Theresa was an essential support liaison for multiple Morgan Stanley branches throughout San Diego County and interacted with various departments of management, support staff, and clients.

In her spare time Theresa is either out on the baseball field watching her three wonderful boys Jesse, Joey, and Jason, playing ball, or spending a family day all together with her husband of over 20 years, Juan.