Our Team

Bryan Chew, JD, CFP^®, received his undergraduate degree from the University of California, Irvine, and his juris doctorate degree from the University of the Pacific McGeorge School of Law. Prior to establishing his financial planning practice, he was an agent with the Internal Revenue Service specializing in audits.

Bryan was an instructor of the Personal Financial Planning Program offered at the University of California, Davis Extension Program. With more than 30 years of industry experience, he feels that teaching students real-life scenarios, in addition to fundamental theories, will better prepare them for this rapidly evolving profession.

In his spare time, he enjoys coaching baseball, playing softball, gardening, spending time with his family, and giving back to the community by educating future financial planners entering the industry.

Designations and registrations:

• CERTIFIED FINANCIAL PLANNER^® professional
• FINRA Series 7, 24, and 63 securities registrations
• California life and health insurance licenses (CA Insurance Lic. #0768271)
• Investment Adviser Representative of Commonwealth Financial Network

Marites is a CERTIFIED FINANCIAL PLANNER^® professional with more than 10 years of experience in the financial industry. She received her undergraduate degree in mathematics from California State University, East Bay. Marites graduated from the University of California, Davis Extension Program's Personal Financial Planning program and worked 10 years with J.P. Morgan Chase Bank, four years as a financial advisor.

As a financial advisor, Marites provides comprehensive wealth management, which includes educating and guiding her clients in building, managing, and protecting their wealth. In her spare time, she enjoys spending time with family, having lunch with friends, and watching travel shows.

Designations and registrations:

• CERTIFIED FINANCIAL PLANNER^® professional
• FINRA Series 6, 7, 63, 66 securities registrations
• California life and health insurance licenses (CA Insurance License #0I12189)
• Investment Adviser Representative of Commonwealth Financial Network

Kiran graduated from California State University, Sacramento with a degree in Finance. She has worked various roles and internships in the financial industry before joining the team at Paragon Financial where she felt she could truly make an impact helping individuals reach their financial goals. When Kiran is not in the office, you can find her reading a book in her garden, concocting new recipes, or traveling.

Lida joined Paragon in October 2016 as an administrative assistant and helps oversee the day-to-day operations of the office. In this role, she performs duties that include office and personnel management, hiring and training staff, processing financial transactions, and engaging with clients. She considers everyone to be a part of her special extended family. Lida has always enjoyed interacting and engaging with people, especially children. Prior to joining Paragon, she worked for many years with children with a range of learning disabilities and behavioral challenges. One of her many proud and rewarding moments was teaching a group of students starting at kindergarten and helping them grow and thrive, then watching them move on to middle school and then high school. Everyone has special qualities and is unique in their own ways. Lida enjoys making people feel special and happy; spending time with family and friends is especially important to her.

Charles Romualdez graduated from California State University, Sacramento in Spring 2023 with a Bachelor’s Degree in Finance – Financial Planning. He has gained valuable experience working as a Financial Planning Coordinator with Northwestern Mutual, a tax specialist with H&R Block, and now serves as a Paraplanner with Paragon. Charles aspires to become both an Enrolled Agent and Certified Financial Planner, with the goal of integrating tax planning into comprehensive financial strategies for long-term wealth. Outside of his professional pursuits, he enjoys spending time with family and friends through board games, staying active at the gym, and exploring new restaurants.

Registrations

• SIE & Series 7TO
• California life and health insurance licenses (CA Insurance Lic. #4342247)
• CTEC-Registered Tax Preparer (CRTP)