Our Investment Advisory Team
Executives
Managing Partners
Managing Partner &Amp;<Br />Director Of Wealth Management
Education Loyola Marymount University, B.A.
Investment Advisor Representatives
Investment Advisor Representative
Education UCLA, B.A.
Second Language: Spanish, French
Investment Advisor Representative
Education California Polytechnic University, B.S.
Tax Director
Education USC, B.S. Accounting / B.S. Business Administration USC, Master's Business Taxation
Investment Advisor Representative
Education Saint Louis University School of Law, JD State University of New York at Buffalo, Masters
Investment Advisor Representative
Education California Polytechnic State University, B.S.
Investment Advisor Representative
Education Roger Williams University, B.A. California Lutheran University, M.B.A.
Investment Representatives
Corporate Assistants
Marketing And Events Coordinator
Education Mackenzie Presbyterian University, B.A. UCLA Certificate, Business for the Creative Industry
Second Language: Portuguese
Client Services Associate
Education Cal State University, Northridge, B.S.
Second Language: Spanish
