Skip to main content

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

Liz Murcia

Client Service Manager

Dana A Wallace

Associate Wealth Management Advisor

Alejandro Bolanos

Director of Operations

James Marlowe Hazelton CLU®, CFP®

Financial Advisor

OUR PRINCIPAL

Brandon Matloff CLTC®

Principal