Our Team

Stella Oak Financial and Insurance Services Team Photo

When you meet with us to discuss your future, your vision is on its way to becoming a reality. We help you achieve this by:

  • Educating You
  • Respecting your Assets
  • Solving your Problems
  • Monitoring your Progress
  • Keeping in touch

And most importantly, our mission is to treat you with care, integrity and courtesy.

 

OUR ASSOCIATES

Amanda Lopes

Director of Wealth Management Services

Office 213-243-4489


Email

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Julius Vergara , B.A.

Investment Operations

Office 213-243-4488


Email

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OUR TEAM

Chau Le , CLU®, ChFC®, CLTC®, MBA

Office 213-243-7000


Email

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Vicki Bauer , CFP®, RICP®

Associate Wealth Management Advisor

Office 213-243-7000


Email

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Linda Webster

Business Manager

Office 213-243-7000


Email

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Liz Murcia

Client Service Manager

Office 213-243-7000


Email

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Angela Reyes

Operations Associate

Mobile 213-243-7154


Email

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OUR PRINCIPALS

Brandon Matloff , CLTC®

Principal

Office 213-243-4495


Fax 213-243-7001


Email

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Suneel Garg , MBA, CLU®

Principal

Office 213-243-4488


Email

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