Broker Check

Team

 

Meagan Phelps, CFP®

Founder and President

310.450.2904

310.450.2905

Meagan Phelps is a CERTIFIED FINANCIAL PLANNER™ at Empress Investment Group. At a young age, after watching her mother receive valuable financial planning advice from a female financial advisor, Meagan was inspired to help other...

Read more

Geniffer Takacs

Client Operations Specialist

Geniffer Takacs is a client operations specialist at Empress Investment Group. She responds to client requests, processes new accounts and transfer requests, and tracks, trades, and rebalances portfolios. Geniffer holds Series 7 and 66...

Read more

Angelica Martinez

Client Services Specialist

As a client services specialist at Empress Investment Group, Angelica Martinez processes all annuity and life new business and follows up on client service requests. She also maintains client files, handles the company's social media...

Read more

Sonya Magno

Client Relations Coordinator

Sonya Magno is a Client Relations Coordinator at Empress Investment Group. She ensures smooth day-to-day operations by managing appointments, calendar events, and assisting with administrative tasks. Her philosophy in both business and...

Read more