Planning Team

Personal wealth solutions as diverse and discerning as the clients we serve.

Contact Us: (213) 243-4487

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OUR ASSOCIATES

Amanda Lopes , CFP®

Director of Operations

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Liz Murcia

Client Service Manager

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Nora Cantwell

Financial Planning Analyst

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Quinn Bernal

Client Service Representative

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Amie Kelly

Client Experience Manager

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Jessica Cervantes

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Molly Durr

Client Service Administrator

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Andrew Ha

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Dana A Wallace

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OUR PRINCIPALS

Suneel Garg , MBA, CLU®

Principal

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Brandon Matloff , CLTC®

Principal

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