Meet Your Team

From advanced degrees to multiple languages, the experience and talent of the Entrepreneur Solutions team set us apart. For over 30 years, we’ve been focused on the unique goals of entrepreneurs.

Led by Paul Salerno, our carefully assembled advisory team includes specialists in Investment Management, Strategic Planning and Risk Management.

Our goal at Entrepreneur Solutions is to provide top service, partnering with you every step of the way. Every request is handled by specialists dedicated to providing a seamless experience for entrepreneurs and their families. Our dedicated Client Service Team is also here to help answer any questions or provide support you may need.

Leadership

Paul Salerno
JD*, LLM, MBA
Managing Partner, Wealth Management Advisor

Paul provides wealth management services for entrepreneurs. Paul possesses broad and deep expertise in comprehensive wealth management and advanced strategic planning. He is also a frequent speaker on numerous strategic planning and investment topics. 

Prior to Entrepreneur Solutions, Paul was a Director of Strategic and Financial Planning at Beacon Pointe Advisors and Tax & Financial Group. Paul was also a Manager of Financial Planning at KPMG and The AYCO Company, a subsidiary of Goldman Sachs. Paul received his bachelor's degree in Economics from the University of Florida School of Business Administration and went on to earn a Master of Business Administration (MBA) in Finance from the University of Miami Graduate School of Business Administration. He later earned his Juris Doctor (JD) from the Syracuse University College of Law and his Masters of Laws (LLM) in Taxation from Chapman University School of Law. 

Paul resides in Laguna Niguel with his wife, Treena, and two children. He enjoys playing guitar and boxing.

*Not practicing

Client Service

  • Teresa Cortes

    Teresa Cortes

    Client Operations Manager

  • Treena Salerno

    Treena Salerno

    Client Experience Coordinator

  • Ivan Contreras

    Ivan Contreras

    Client Operations Associate

  • Keefe Pantayatiwong

    Keefe Pantayatiwong

    Client Operations Associate

  • Shane Richardson

    Shane Richardson

    Client Operations Associate

  • Irelyn Wilden

    Irelyn Wilden

    Client Operations Associate

Investment Management

  • Linh Ma

    Linh Ma

    CLU, ChFC, LUTCF

  • Emily Pendleton

    Emily Pendleton

    CFP, CHFC, CPFA

  • Tracy Lu

    MBA, LUTCF

  • Dennis Hou

    Dennis Hou

    AEP, ChFC, CLU, CPFA

  • Rita Yeh

    Rita Yeh

  • Michael Di Rocco

    Michael Di Rocco

    CPFA

  • Sal Sanchez

    Sal Sanchez

    CPFA

Strategic Planning

  • Linda Chen

    Linda Chen,

    CPA*, MBA, CFP
    * Not practicing

  • Hunter Hall

    Hunter Hall

    CPFA

  • Cade Roemmich

    Cade Roemmich

    CPFA

  • C. Jordan Gregory

    Jordan Gregory

    CPFA

  • Nate Choo

    Nate Choo

Risk Management

  • Jacklin Bahramy

    Jacklin Bahramy

    QPFC

  • Michael McKnight

    Michael McKnight

    CPFA

  • Peter Green

    Peter Green

    CIC

  • Bill Hamelin

    Bill Hamelin