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Planning Team

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

Contact Us: (213) 243-4487

Team photo

OUR ASSOCIATES

Amanda Lopes CFP®

Director of Operations

Andrew Yih Cheng

Julie Yoo Jung Hwang

Liz Murcia

Client Service Manager

Dana A Wallace

Associate Wealth Management Advisor

Alejandro Bolanos

Director of Operations

OUR PRINCIPAL

Brandon Matloff CLTC®

Principal