Planning Team

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

Team photo

 

OUR ASSOCIATES

Amanda Lopes , CFP®

Director of Operations

Office 213-243-4489


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Alison Pascola

Client Experience Manager

Mobile 310-200-9745


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Julius Vergara

Investment Operations Manager

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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Nora Cantwell

Financial Planning Analyst

Office 213-243-2831


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Quinn Bernal

Client Service Representative

Office 213-243-7000


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OUR INTERNS

Helena Abbott

Operations Assistant

Office 213-243-7000


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Devin Pruthi

Operations Assistant

Office 213-243-7000


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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


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