Planning Team

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

Team photo

 

OUR ASSOCIATES

Amanda Lopes , CFP®

Director of Wealth Management Services

Office 213-243-4489


Email

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Alison Pascola

Client Experience Manager

Office 213-243-7000


Email

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Julius Vergara , B.A.

Investment Operations

Office 213-243-4488


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Chau Le , CLU®, ChFC®, MBA

Chief Operating Officer

Office 213-243-7000


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Vicki Bauer , CFP®, RICP®

Associate Wealth Management Advisor

Office 213-243-7000


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Liz Murcia

Client Service Manager

Office 213-243-7000


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Angela Reyes

Operations Associate

Mobile 213-243-7154


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OUR PRINCIPALS

Suneel Garg , MBA, CLU®

Principal

Office 213-243-4488


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Brandon Matloff , CLTC®

Principal

Office 213-243-4495


Fax 213-243-7001


Email

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