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Our Team

Welcome to Your Retirement Planning Family

Unlike many financial services companies, Orange Capital Management is an independent firm led by experienced retirement income professionals. Independence gives us the freedom to create customized retirement income strategies based on goal-oriented planning that’s not influenced by a limited number of products. Additionally, we utilize a proprietary financial strategy with the goal of providing reliable retirement income that’s adjusted for inflation and insulated from market fluctuation.

Focused on clients’ needs and goals and powered by solid retirement investment strategies, Orange Capital Management is uniquely equipped to help you create an investment plan with the goal of helping you enjoy the retirement you’ve been saving for - the retirement you’ve been dreaming of.

Our Founders

Paul Escudero

J. Paul Escudero,  CFP®, CWS®

Chief Financial Officer

(714) 634-2011

(714) 634-2011

Executive Team

Executive Team

Frisco J. Escudero

Frisco J. Escudero,  RFC®, CWS®

Senior Vice President and ATS Advisor Network Coach

Arthur Hsieh

Arthur C. Hsieh, CFP®

Senior Vice President

Stuart Q. Hoshide

Stuart Q. Hoshide

Chief Compliance Officer and ATS Advisor Network Coach

Operations

Executive Staff

Kimberly Foley

Kimberly A. Foley

Senior Vice President of Operations

Tyler Y. Escudero

Tyler Y. Escudero

ATS Advisor Network Manager

Nina Ruffalo

Nina Ruffalo

Senior Client Service Manager

Sarah Burke

Sarah Burke

Client Service Manager

David Arreloa

David Arreloa

Client Service Liaison

Krista Mann

Krista Mann

Client Service Liaison

Kalie Upton

Kalie Upton

Client Service Liaison

Michelle  Velasquez

Michelle Velasquez

Client Service Liaison

External Partners

External Partners

Paul Musico

Paul Musico

Registered Tax Preparer

Sandi Crawford

Sandi Crawford

Medicare Specialist

Craig Columbus

Craig Columbus

CEO of Columbus Macro, LLC

Matt Adams

Matt Adams

Head of Growth, ATS

*Brian C. Harpst, Paul Musico, Sandi Crawford, Craig Columbus and Matt Adams are not affiliated or registered with First Allied Securities.  Any information provided by these individuals is in no way related to First Allied Securities or its registered representatives.  

Welcome to our Family!

Ours is a tradition of family values and personal connection that we look forward to sharing with you.

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