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Advisor Directory

Leslie Robertshaw
Financial Advisor
phone310-683-6703
Visit websitelaunchVisit The Robertshaw Grouplaunch
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Sanya Mulhern, CEPA®, CFP®, CRPC®
Senior Vice President - Branch Director
Senior Portfolio Director Group
phone619-699-7122
Visit The Pacific Grouplaunch
Resin Hammitt Private Wealth Group
phone310-647-8046
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Matthew F Sweeney, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone858-550-5125
Visit The Folsom-Sweeney Grouplaunch
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David Thompson, AWM, CEPA®, CIMA®
Managing Director - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone949-720-8924
Visit SWAN Wealth Management Grouplaunch
Sanjay Mathur, MBA
Managing Director - Financial Advisor
phone949-720-0111
Visit Sanjay and Amrit Mathurlaunch
The PVG Group
phone310-683-6690
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The Sangerman Jacobson Group
phone310-205-7735
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Jamie Tam
Senior Vice President - Financial Advisor
phone310-683-6704
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Brian Richmond
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone562-799-7577
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Alan Sawaya
Senior Vice President - Financial Advisor
phone310-205-7708
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Mitch Pochter
Senior Vice President - Financial Advisor
phone310-785-4561
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Jon Resin, CRPC®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-647-8046
Visit Resin Hammitt Private Wealth Grouplaunch
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George Castrillon, CEPA®, CFP®, CPFA®
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone310-887-4454
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Sanjay and Amrit Mathur
phone949-720-0111
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Mark Toumajian
Senior Vice President - Financial Advisor
Portfolio Director Group
phone310-647-8066
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The Stephens Rothenberg Wealth Management Group
phone213-266-4609
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Daniel Prichard
Financial Advisor
phone310-205-7703
Visit The Jacobson Prichard Grouplaunch
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John Fierro, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone949-720-8938
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Brian Neault, AWM, CFP®
Senior Vice President - Financial Advisor
phone619-699-7125
Visit The Pacific Grouplaunch
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Greg Prahser, AIF®, AWM
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone310-647-8042
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Articulate Wealth Group
phone719-248-1005
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Christian Reuter, CRPC®
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone858-550-5117
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Jim Bullard
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone310-205-7728
Visit websitelaunchVisit The Dolphin Grouplaunch
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Joe Regan
Senior Vice President - Financial Advisor
Portfolio Director Group
phone626-204-2147
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Brendan Poole
Financial Advisor
phone949-720-8920
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Steve Lahre, CFP®
Managing Director - Financial Advisor
Senior Portfolio Director Group
phone619-699-7151
Visit The Pacific Grouplaunch
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Rob Robertshaw, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-683-6705
Visit websitelaunchVisit The Robertshaw Grouplaunch
Centurion Wealth Group
phone310-205-7743
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Amrit Mathur, CFA®
Senior Vice President - Financial Advisor
phone949-720-0111
Visit Sanjay and Amrit Mathurlaunch
Dan Johnson
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-785-4538
Visit The Johnson Prince Grouplaunch
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Christopher Wells
Senior Vice President - Financial Advisor
Consulting Group
phone619-699-7127
Visit Waypoint Grouplaunch
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Tricia Bothmer
Senior Vice President - Financial Advisor
Portfolio Director Group
phone858-550-5160
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Todd Halbrook, CFP®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone949-720-8921
Visit Halbrook MacDonald Wealth Management Teamlaunch
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Martin Klein
Managing Director - Financial Advisor
Senior Portfolio Director Group
phone949-720-8944
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The Andrews Group
phone858-550-5171
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Ross Allford
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone619-699-7131
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Kost Investment Group
phone949-720-8949
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Dennis Fitzgerald
Senior Vice President - Financial Advisor
Portfolio Director Group
phone562-799-7578
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Waypoint Group
phone619-699-7129
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Graham O'Kelly, CFA
Financial Advisor
phone310-785-4585
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Maddy Stewart, APP, CPFA®
Associate Vice President - Financial Advisor
phone949-720-8997
Visit SWAN Wealth Management Grouplaunch
Mt. Lowe Group
phone626-204-2120
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Jeff Fink
Senior Vice President - Financial Advisor
phone619-699-7120
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Daniel Levin, CRPC®
Senior Vice President - Financial Advisor
Portfolio Director Group
phone310-785-4550
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The Ciriello Group
phone310-887-4446
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The Folsom-Sweeney Group
phone858-550-5125
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Daniel S. Henry, CPFA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone949-720-8968
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Lawrence Andrews, AWM, CEPA®, CFP®
Managing Director - Financial Advisor
Senior Portfolio Director Group
phone858-550-5171
Visit The Andrews Grouplaunch
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Brett H. Bartman
Managing Director - Financial Advisor
Senior Portfolio Director Group
phone310-205-7794
Visit SB Wealth Strategieslaunch
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The Holistic Wealth Solutions Group
phone310-887-4441
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Andrew Grant
First Vice President - Financial Advisor
Portfolio Director Group
phone858-550-5148
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Scott Sangerman
First Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone310-205-7735
Visit websitelaunchVisit The Sangerman Jacobson Grouplaunch
David Schrager
Senior Vice President - Financial Advisor
Portfolio Director Group
phone619-699-7180
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Halbrook MacDonald Wealth Management Team
phone949-720-8921
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Brian Dent
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone310-205-7724
Visit The Holistic Wealth Solutions Grouplaunch
Rachel Paulin
Senior Vice President - Financial Advisor
phone619-699-7172
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Adam Kreutner, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone310-205-7717
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Curran Robertson, CFP®
Financial Advisor
phone858-550-5114
Visit The Andrews Grouplaunch
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Jeff Horn
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-205-7784
Visit The Tailored Portfolio Management Grouplaunch
Ben Goldberg
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone562-799-7566
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Andrew Bailey, CFP®
Associate Vice President - Financial Advisor
phone562-799-7568
Visit The Bailey Grouplaunch
James Robinson
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone858-550-5131
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Cole Ruth
Financial Advisor
phone760-772-5455
Visit Articulate Wealth Grouplaunch
Daniel John Legan
Senior Vice President - Financial Advisor
Portfolio Director Group
phone760-772-5440
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Junia Pan Li
Senior Vice President - Financial Advisor
phone310-887-4450
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George Otto
First Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone949-720-8922
Visit websitelaunchVisit SWAN Wealth Management Grouplaunch
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Shamya Ullah
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-887-4442
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Scott Denniston, MBA
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone310-785-4553
Visit The Jacobson Denniston Grouplaunch
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Carol Wilshire, CFP®
Managing Director - Financial Advisor
Senior Portfolio Director Group
phone310-647-8054
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SB Wealth Strategies
phone310-205-7797
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Woo Investment Group
phone310-683-6709
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Theresa Allen
Managing Director - Financial Advisor
Portfolio Director Group
phone949-720-8928
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Jim Lynch
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone619-699-7144
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The Dolphin Group
phone310-205-7749
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Larry Prutch, AIF®, CEPA®, CFP®, CIMA®, CPM®
Managing Director - Financial Advisor
Senior Portfolio Director Group
phone310-683-6690
Visit The PVG Grouplaunch
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The Pacific Group
phone619-699-7151
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Mike Ladge
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-887-4453
Visit websitelaunchVisit Sports Entertainment & Technology Grouplaunch
Jeff Labarthe
Vice President - Financial Advisor
phone949-720-8932
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David Haehnel
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-205-7726
Visit The Tailored Portfolio Management Grouplaunch
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Cengiz Volkan, AIF®, CEPA®, CIMA®, MBA
Senior Vice President - Financial Advisor
Portfolio Director Group
phone310-683-6689
Visit The PVG Grouplaunch
The Jacobson Denniston Group
phone310-785-4565
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Dan Rothenberg, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Director Group
phone213-266-4608
Visit The Stephens Rothenberg Wealth Management Grouplaunch
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Vincent Woo
Senior Vice President - Financial Advisor
Portfolio Director Group
phone310-683-6697
Visit Woo Investment Grouplaunch
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John Prince
Senior Vice President - Branch Director
Senior Portfolio Manager - Portfolio Focus
Financial Advisor
phone310-785-4542
Visit The Johnson Prince Grouplaunch
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Alan Goldstein
First Vice President - Financial Advisor
phone310-683-6688
Visit The PVG Grouplaunch
Mauris Azizi
Senior Vice President - Financial Advisor
phone310-887-4457
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Alan R Pochter
Vice President - Financial Advisor
phone310-785-4501
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SWAN Wealth Management Group
phone949-720-8924
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The Tailored Portfolio Management Group
phone310-205-7784
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Theresa Kost
Senior Vice President - Financial Advisor
Consulting Group
phone949-720-8949
Visit Kost Investment Grouplaunch
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Ryan Bockhold
Associate Vice President - Financial Advisor
phone949-720-8912
Visit Bockhold Investment Grouplaunch
The Bailey Group
phone562-799-7574
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Mark Elliott, CPA
Associate Vice President - Financial Advisor
phone562-799-7564
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Neil Fujita, CEPA®, CFP®
Senior Vice President - Financial Advisor
Portfolio Director Group
phone310-683-6691
Visit The PVG Grouplaunch
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The Robertshaw Group
phone310-683-6703
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Young M Chung, CPWA®, CRPC®, ChFC®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone760-772-5452
Visit The Prentice Chung Grouplaunch
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Reva Shakkottai, CFA
Senior Vice President - Branch Director
Senior Portfolio Manager - Portfolio Focus
Financial Advisor
phone310-785-4523
Visit websitelaunchVisit Pier View Grouplaunch
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Nicholas Ciriello, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Director Group
phone310-887-4446
Visit The Ciriello Grouplaunch
The Prentice Chung Group
phone760-772-5451
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Grant DeVaul
Senior Vice President - Private Wealth Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-785-4533
Thomas C. Prentice, CRPC®
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone760-772-5451
Visit The Prentice Chung Grouplaunch
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Bradley Finnigan
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-887-4441
Visit The Holistic Wealth Solutions Grouplaunch
Anne Fiato
First Vice President - Financial Advisor
Portfolio Director Group
phone858-550-5118
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Robert Schultz
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone949-720-8965
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Stephen Shin
Senior Vice President - Financial Advisor
Portfolio Director Group
phone949-720-8962
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Tanner Carter
Associate Vice President - Financial Advisor
phone858-550-5113
Visit The Folsom-Sweeney Grouplaunch
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Doug Bailey, CFP®
Senior Vice President - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone562-799-7574
Visit The Bailey Grouplaunch
Pier View Group
phone310-785-4523
Visit websitelaunch
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Ryan Souligny
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone619-699-7126
Visit Waypoint Grouplaunch
Sports Entertainment & Technology Group
phone310-887-4453
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The Johnson Prince Group
phone310-785-4538
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The Lynnvest Group
phone310-205-7758
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The Jacobson Prichard Group
phone310-205-7711
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Roger Stephens
Managing Director - Financial Advisor
Senior Portfolio Director Group
phone213-266-4609
Visit The Stephens Rothenberg Wealth Management Grouplaunch
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Patrick Severo, AWM, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Director Group
phone310-205-7797
Visit SB Wealth Strategieslaunch
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Mike Shay
Managing Director - Financial Advisor
Portfolio Manager - Portfolio Focus
phone310-205-7743
Visit Centurion Wealth Grouplaunch
Paul A. Fea
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone310-647-8057
Visit websitelaunch
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Bill W Brown
Senior Vice President - Financial Advisor
Portfolio Director Group
phone310-205-7748
Visit The Dolphin Grouplaunch
Bockhold Investment Group
phone949-720-8981
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Steven Lewis
Senior Vice President - Financial Advisor
phone858-550-5108
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Adam MacDonald, CRPC®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone949-720-8925
Visit Halbrook MacDonald Wealth Management Teamlaunch
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Tim Bockhold
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone949-720-8981
Visit Bockhold Investment Grouplaunch
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Steven Keesal
First Vice President - Financial Advisor
Portfolio Director Group
phone310-683-6692
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John T Folsom
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone858-550-5116
Visit The Folsom-Sweeney Grouplaunch
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