Broker Check



Meagan Phelps, CFP®

Founder and President



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...

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Laura is an Associate Advisor at Empress Investment Group with 7 years of experience in the financials services industry. She earned a bachelor's degree in Finance with an emphasis on Financial Planning at California State University,...

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Mira is an Associate Advisor at Empress Investment Group with a wide range of experience in the financial services industry. Her father was a CERTIFIED FINANCIAL PLANNER™, and with his guidance and mentorship she saw the...

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As an Operations Manager at Empress Investment Group, Angelica oversees day-to-day operations and processes all new business and client service requests. She also maintains client files, handles the company's social media accounts, and...

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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...

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