Are you on track for retirement?
Find out if your assets are meeting your retirement goals.
Contact Us Today!
Our Mission
At the heart of our business is a commitment to building meaningful, long-term relationships with our clients. We believe that confidence comes from clarity, which is why we focus on equipping you with the knowledge and guidance you need to make informed decisions for yourself and your family.
Education is the cornerstone of our approach. With years of experience, we’ve learned that the more informed an investor is, the more empowered they become. Our mission is to help you navigate your financial journey with confidence, purpose, and peace of mind.
Are you retirement educated?
Understanding your financial future is just as important as saving for it.
Join us for one of our upcoming in-person classes and let us help you prepare.
Our Team
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
MARK A. BASILE
Financial Advisor
Mark has experience in both Traditional Finance (TradFi) and Decentralized Finance (DeFi), helping retirees and pre-retirees navigate a changing world. He blends time-tested strategies with modern tools to preserve assets and promote financial independence. Mark followed in the footsteps of his father, a respected advisor since the 1960s, and holds the FINRA Series 65 license. He lives in Southern California with his wife, two kids, and their beloved dog, Jardani.
MARK SHARIFI
Financial Advisor, Co-Founder
Mark brings over 25 years of experience in financial services. Based in the Inland Empire with his family, he helps clients navigate today’s complex financial landscape with clear guidance and innovative, easy-to-understand strategies that support long-term financial confidence.
RAMI TAMEEZ
DBA, AAMS®, AWMA® – Co-Founder
Rami is the Co-Founder of Legacy Investment Services and a seasoned financial professional dedicated to safeguarding and growing the wealth of his clients. With a focus on long-term financial security, he helps individuals and families design enduring strategies that protect hard-earned assets while promoting independence, confidence, and control.
Tanya Tong
FINANCIAL ADVISOR
Brandy Wheeler
Director of Operations
MARK JOHN LANDEROS
INSURANCE PRODUCT MANAGER
SANDRA PRATHER
CLIENT RELATIONS MANAGER
KRYSTAL HARRISON
CHARLES SCHWAB LIAISON
JULIA TRAYLOR
COMPLIANCE MANAGER
Michelle Chacon
CLIENT RELATIONS SPECIALIST
Strategic Alliances
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 30 years of industry experience including prior roles managing multi-billion dollar portfolios for an institutional asset manager. Michael is a CFA® charterholder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.
Keith Gangl, CFA®
Senior Portfolio Manager of Gradient Investments, LLC
Keith Gangl, CFA®
Senior Portfolio Manager of Gradient Investments, LLC
Keith joined Gradient Investments in 2018 and has more than 25 years of industry experience. Prior roles include asset management for a multi-billion dollar portfolio with a large institutional asset management firm. Keith is a CFA® charterholder, managed a Lipper Award winning mutual fund, and has been featured in media outlets such as Investor’s Business Daily, Nasdaq, Reuters, and Bloomberg.
Tyler Ellegard, CFA®
Portfolio Manager of Gradient Investments, LLC
Tyler Ellegard, CFA®
Portfolio Manager of Gradient Investments, LLC
Tyler joined Gradient Investments in 2018 after prior roles with a large retail wealth advisory firm. Tyler has developed experience with financial advice, asset allocation, and investment analysis across the asset spectrum. He is a CFA® charterholder and has been featured in media outlets including TD Ameritrade Network, Reuters and the Wall Street Journal.
Our Services
Asset Allocation & Risk
We pride ourselves on providing retirement strategies to Rancho Cucamonga and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.
Asset Allocation & Risk
Social Security
Your Social Security benefit represents years of savings and hard work, which is why we work to help ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.
Social Security
Income Planning
Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At %%COMPANY NAME%%, we are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of the tax advantaged vehicles used to accomplish your retirement income goals.
Income Planning
Tax Strategies
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.
Tax Strategies
Legacy Planning
Legacy planning is one key element of any retirement strategy and helps ensure that your legacy carries on to help your loved ones and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on whether you’re looking to preserve assets for future use or transfer your wealth to beneficiaries.
Legacy Planning
*Insurance offered through Legacy Financial and Insurance Services, LLC.
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Contact Us
Rancho Cucamonga
10832 Laurel Street, Suite 203
Rancho Cucamonga, CA 91730
Legacy Investment Services, LLC
Pasadena
35 N. Lake Ave. Suite 710
Pasadena CA 91101
Legacy Investment Services, LLC
Contact Us Today!
Rancho Cucamonga
10832 Laurel Street, Suite 203
Rancho Cucamonga, CA 91730
Pasadena
35 N. Lake Ave. Suite 710
Pasadena CA 91101