Broker Check

Our Team


Junko Horvath, CERTIFIED FINANCIAL PLANNER ™, Certified Financial Transitionist®

 

CEO

(678) 736-5194

Junko Horvath is a CEO of Fujiyama Wealth Management in Atlanta, Georgia. She is a CERTIFIED FINANCIAL PLANNER ™ and Certified Financial Transitionist® (CeFT®). With over 20 years of experience, she helps clients through...
Read more

Christopher L. Pena, CFP®, CRC®

Director of Client Services

(678) 736-5197

Chris@FujiyamaWealth.com

As a Director of Client Services with Fujiyama Wealth Management, Chris’s client-centered focus and passion for learning have produced a unique combination of competence and compassion for the clients he serves. His expertise...

Read more

Lozzi Kosman

Marketing Associate

Lozzi (Elazar) Kosman is a Marketing Associate for Fujiyama Wealth Management. For our company, Lozzi utilizes social media advertising and market research to reach out to potential clientele. Lozzi prides himself in being a match...
Read more

Steve Moeller

Client Experience Consultant

Steve Moeller is the founder and president of American Business Visions, a publishing and consulting company specializing in the wealth management industry. He has entertained audiences from Halifax to Sydney and from New York to Los...

Read more

Maribelle Curiel

Virtual Assistant

Maribelle joined Cambridge in 2018. In her current role, Maribelle assists with administrative responsibilities including account management, reporting and planning, communication, and client management. She attended Kirkwood Community...

Read more

Nichole Swanson

Virtual Assistant

Nichole Swanson joined Cambridge in 2016 and has two years of experience in the financial services industry. In her current role, Nichole assists financial advisors with administrative responsibilities including account management,...
Read more

Holly Rachford

Virtual Assistant

Holly Rachford joined Cambridge in 2018. In her current role, Holly assists financial advisors with administrative responsibilities including account management, reporting and planning, communication, and client management. Holly...
Read more

Tiffany Sallee

Virtual Assistant

Tiffany Sallee joined Cambridge in 2018. In her current role, Tiffany assists financial advisors with administrative responsibilities including account management, reporting and planning, communication, and client management. Tiffany...
Read more

Kristin Boling

Virtual Assistant

Kristin Boling joined Cambridge in 2017. In her current role, she assists financial advisors with administrative responsibilities including account management, reporting and planning, communication, and client management. Kristin has...
Read more

Gretchen Greiner

Virtual Assistant

Gretchen graduated from Indian Hills Community College with an Associate of Arts Degree. Gretchen plays a key role on the Cambridge Source team by assisting rep- advisors and their clients with paperwork, new accounts, scheduling, and...
Read more

Have a Question

Name
Email
Phone
Question
Thank you! Oops!