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
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Teresa Cortes
Client Operations Manager
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Treena Salerno
Client Experience Coordinator
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Ivan Contreras
Client Operations Associate
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Keefe Pantayatiwong
Client Operations Associate
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Shane Richardson
Client Operations Associate
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Irelyn Wilden
Client Operations Associate
Investment Management
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Linh Ma
CLU, ChFC, LUTCF
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Emily Pendleton
CFP, CHFC, CPFA
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Tracy Lu
MBA, LUTCF
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Dennis Hou
AEP, ChFC, CLU, CPFA
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Rita Yeh
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Michael Di Rocco
CPFA
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Sal Sanchez
CPFA
Strategic Planning
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Linda Chen,
CPA*, MBA, CFP
* Not practicing -

Hunter Hall
CPFA
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Cade Roemmich
CPFA
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Jordan Gregory
CPFA
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Nate Choo
Risk Management
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Jacklin Bahramy
QPFC
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Michael McKnight
CPFA
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Peter Green
CIC
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Bill Hamelin