Mika Imoto

Client Service Director

Mika serves as the primary contact for clients and plan-sponsors to assist with day-to-day administrative responsibilities. She is responsible for generating plan analysis reports, preparing materials for 401(k) committee meetings, and managing the fiduciary vault.

Doby

Chief Friendly Officer

Meet The Team:

Daniel T. Dubois

Managing Director

Shawna Christiansen

Retirement Consultant

Adam Baker

Financial Advisor

Alex Esposito

Financial Consultant

Asa Kajihiro

Managing Director

Javin Nohara

Operations Coordinator-Financial Wellness Assistant

Luis Marin

Retirement Consultant

Melissa Marin

Retirement Consultant

Michael Lee Dodge, Sr.

Financial Advisor

Michael McDaid, CFP®

Financial Advisor & Retirement Planning Specialist

Rylen Yamamoto

Retirement Consultant

Mika Imoto

Client Service Director

Tia Duraj

Client Relations Director

Benjamin Hodge

Client Relations Director

Michael Goddard, CFP®

Client Relations Director

CONTACT US

533 S Vinewood Street
Escondido, CA 92029

(858) 216-4144
info@retirementdna.com

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Investment advice offered through Resources Investment Advisors, an SEC-registered investment adviser. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). RetirementDNA and Resources Investment Advisors are separate entities from Triad Advisors, LLC. Please note the other companies referenced on this website are separate entities from RetirementDNA and Resources Investment Advisors and are not authorized to provide, and do not provide investment advisory services.

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