Advisor Directory

Sports Entertainment & Technology Group

phone310-887-4453

Visit Bockhold Investment Grouplaunch Emailmail_outlined

Ryan Bockhold

Associate Vice President - Financial Advisor

phone949-720-8912

Kost Investment Group

phone949-720-8949

Mauris Azizi

Senior Vice President - Financial Advisor

phone310-887-4457

The Tailored Portfolio Management Group

phone310-205-7784

Visit The Johnson Prince Grouplaunch Emailmail_outlined

John Prince

Senior Vice President - Branch Director

Senior Portfolio Manager - Portfolio Focus

Financial Advisor

phone310-785-4542

Sanya Mulhern, CEPA®, CFP®, CRPC®

Senior Vice President - Branch Director

Senior Consulting Group

phone619-699-7122

Visit The Pacific Grouplaunch Emailmail_outlined

Centurion Wealth Group

phone310-205-7743

Visit The Dolphin Grouplaunch Emailmail_outlined

Bill W Brown

Senior Vice President - Financial Advisor

Consulting Group

phone310-205-7748

Andrew Grant

First Vice President - Financial Advisor

Consulting Group

phone858-550-5148

Jim Lynch

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone619-699-7144

Rob Robertshaw, CIMA®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone310-683-6705

Cengiz Volkan, AIF®, CEPA®, CIMA®, MBA

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone310-683-6689

Visit The Andrews Grouplaunch Emailmail_outlined

Lawrence Andrews, AWM, CEPA®, CFP®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone858-550-5171

Brett H. Bartman

Managing Director - Financial Advisor

Senior Consulting Group

phone310-205-7794

Visit SB Wealth Strategieslaunch Emailmail_outlined

Dennis Fitzgerald

Senior Vice President - Financial Advisor

Consulting Group

phone562-799-7578

Visit The Stephens Rothenberg Wealth Management Grouplaunch Emailmail_outlined

Roger Stephens

Managing Director - Financial Advisor

Senior Consulting Group

phone213-266-4609

Ben Goldberg

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone562-799-7566

Visit Centurion Wealth Grouplaunch Emailmail_outlined

Mike Shayestehfar

Managing Director - Financial Advisor

phone310-205-7743

The Prentice Chung Group

phone760-772-5451

Mt. Lowe Group

phone626-204-2115

Adam Kreutner, CFP®

Senior Vice President - Financial Advisor

Senior Consulting Group

phone310-205-7717

Visit Resin Hammitt Private Wealth Grouplaunch Emailmail_outlined

Jon Resin, CRPC®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone310-647-8046

Specialized Strategies Group

phone310-785-4554

Mark Elliott, CPA

Associate Vice President - Financial Advisor

phone562-799-7564

The Holistic Wealth Solutions Group

phone310-887-4441

Ross Allford

Senior Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

phone619-699-7131

Greg Prahser, AIF®, AWM

Senior Vice President - Financial Advisor

Senior Consulting Group

phone310-647-8042

Jeff Fink

Senior Vice President - Financial Advisor

Consulting Group

phone619-699-7120

Visit SWAN Wealth Management Grouplaunch Emailmail_outlined

Maddy Stewart, APP, CPFA®

Associate Vice President - Financial Advisor

phone949-720-8997

Jim Bullard

First Vice President - Financial Advisor

phone310-205-7728

Visit websitelaunch Visit The Dolphin Grouplaunch Emailmail_outlined

SB Wealth Strategies

phone310-205-7797

Visit SWAN Wealth Management Grouplaunch Emailmail_outlined

David Thompson, AWM, CEPA®, CIMA®

Senior Vice President - Branch Director

Senior Portfolio Manager - Portfolio Focus

phone949-720-8924

Graham O'Kelly, CFA

Senior Vice President - Private Wealth Advisor

phone310-785-4585

Visit The Ciriello Grouplaunch Emailmail_outlined

Nicholas Ciriello, CIMA®

Managing Director - Financial Advisor

Senior Consulting Group

phone310-887-4446

Vincent Woo

Senior Vice President - Branch Director

Private Client Group

phone310-683-6697

Visit Woo Investment Grouplaunch Emailmail_outlined

Tanner Carter

Associate Vice President - Financial Advisor

phone858-550-5113

Visit The Folsom-Sweeney Grouplaunch Emailmail_outlined

Amrit Mathur

Senior Vice President - Financial Advisor

phone949-720-0111

Visit Sanjay and Amrit Mathurlaunch Emailmail_outlined

Mike Ladge

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone310-887-4453

Visit websitelaunch Visit Sports Entertainment & Technology Grouplaunch Emailmail_outlined

Sanjay Mathur

Managing Director - Financial Advisor

phone949-720-0111

Visit Sanjay and Amrit Mathurlaunch Emailmail_outlined

Robert Schultz

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone949-720-8965

Cole Ruth

Financial Advisor

phone760-772-5455

Steven Keesal

First Vice President - Financial Advisor

phone310-683-6692

The Johnson Prince Group

phone310-785-4538

Halbrook MacDonald Wealth Management Team

phone949-720-8921

Visit The Bailey Grouplaunch Emailmail_outlined

Doug Bailey, CFP®

Senior Vice President - Branch Director

Senior Portfolio Manager - Portfolio Focus

phone562-799-7574

Matthew F Sweeney, CFP®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone858-550-5125

Visit The Folsom-Sweeney Grouplaunch Emailmail_outlined

The Ciriello Group

phone310-887-4446

Jeff Labarthe

Vice President - Financial Advisor

phone949-720-8932

Alan Sawaya

Senior Vice President - Financial Advisor

phone310-205-7708

The Lynnvest Group

phone310-205-7758

The Bailey Group

phone562-799-7574

Christian Reuter, CRPC®

Senior Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

phone858-550-5117

The Sangerman Jacobson Group

phone310-205-7735

Neil Fujita, CEPA®, CFP®

Senior Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

phone310-683-6691

SWAN Wealth Management Group

phone949-720-8924

Visit Souligny Wells Grouplaunch Emailmail_outlined

Ryan Souligny

Senior Vice President - Financial Advisor

Consulting Group

phone619-699-7126

The Dolphin Group

phone310-205-7749

Visit The Holistic Wealth Solutions Grouplaunch Emailmail_outlined

Bradley Finnigan

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone310-887-4441

The Folsom-Sweeney Group

phone858-550-5125

Visit The Tailored Portfolio Management Grouplaunch Emailmail_outlined

David Haehnel

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone310-205-7726

Woo Investment Group

phone310-683-6709

Visit LIFETRAC Investment Grouplaunch Emailmail_outlined

Kevin Caputo, CFP®, CIMA®

Senior Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

phone310-785-4547

Todd Halbrook, CFP®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone949-720-8921

Visit Halbrook MacDonald Wealth Management Teamlaunch Emailmail_outlined

Scott Sangerman

First Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

phone310-205-7735

Visit websitelaunch Visit The Sangerman Jacobson Grouplaunch Emailmail_outlined

Anne Fiato

First Vice President - Financial Advisor

Consulting Group

phone858-550-5118

Brian Richmond

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone562-799-7577

Visit The Stephens Rothenberg Wealth Management Grouplaunch Emailmail_outlined

Dan Rothenberg, CIMA®

Managing Director - Financial Advisor

Senior Consulting Group

phone213-266-4608

The Stephens Rothenberg Wealth Management Group

phone213-266-4609

Visit The Bailey Grouplaunch Emailmail_outlined

Andrew Bailey, CFP®

Associate Vice President - Financial Advisor

phone562-799-7568

Theresa Allen

Managing Director - Financial Advisor

phone949-720-8928

The Jacobson Denniston Group

phone310-785-4565

Daniel Levin, CRPC®

Senior Vice President - Financial Advisor

Consulting Group

phone310-785-4550

Leslie Robertshaw

Financial Advisor

phone310-683-6703

Joe Regan

Senior Vice President - Financial Advisor

Consulting Group

phone626-204-2147

Visit The Johnson Prince Grouplaunch Emailmail_outlined

Dan Johnson

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone310-785-4538

George Castrillon, CEPA®, CFP®, CPFA®

Senior Vice President - Financial Advisor

Senior Consulting Group

phone310-887-4454

Mitch Pochter

Senior Vice President - Financial Advisor

phone310-785-4561

Visit The Tailored Portfolio Management Grouplaunch Emailmail_outlined

Jeff Horn

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone310-205-7784

Brian Neault, AWM, CFP®

Senior Vice President - Financial Advisor

Senior Consulting Group

phone619-699-7125

Visit The Pacific Grouplaunch Emailmail_outlined

Resin Hammitt Private Wealth Group

phone310-647-8046

Visit websitelaunch Visit SWAN Wealth Management Grouplaunch Emailmail_outlined

George Otto

First Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

phone949-720-8922

Grant DeVaul

Senior Vice President - Private Wealth Advisor

Senior Portfolio Manager - Portfolio Focus

phone310-785-4533

Martin Klein

Managing Director - Financial Advisor

Senior Consulting Group

phone949-720-8944

Tricia Bothmer

Senior Vice President - Financial Advisor

Consulting Group

phone858-550-5160

The Andrews Group

phone858-550-5171

Visit The Holistic Wealth Solutions Grouplaunch Emailmail_outlined

Brian Dent

Senior Vice President - Financial Advisor

Consulting Group

phone310-205-7724

The Pacific Group

phone619-699-7151

Visit Halbrook MacDonald Wealth Management Teamlaunch Emailmail_outlined

Adam MacDonald, CRPC®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone949-720-8925

Theresa Kost

Senior Vice President - Financial Advisor

Consulting Group

phone949-720-8949

Visit Kost Investment Grouplaunch Emailmail_outlined

LIFETRAC Investment Group

phone512-708-6332

Visit Bockhold Investment Grouplaunch Emailmail_outlined

Tim Bockhold

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone949-720-8981

Steve Lahre, CFP®

Managing Director - Financial Advisor

Senior Consulting Group

phone619-699-7151

Visit The Pacific Grouplaunch Emailmail_outlined

Paul A. Fea

Senior Vice President - Financial Advisor

Consulting Group

phone310-647-8057

Rachel Paulin

Senior Vice President - Financial Advisor

phone619-699-7172

Visit The Folsom-Sweeney Grouplaunch Emailmail_outlined

John T Folsom

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone858-550-5116

Shamya Ullah

Senior Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

phone310-887-4442

Steven Lewis

Senior Vice President - Financial Advisor

phone858-550-5108

Bockhold Investment Group

phone949-720-8981

Jamie Tam

Senior Vice President - Financial Advisor

phone310-683-6704

Visit Souligny Wells Grouplaunch Emailmail_outlined

Christopher Wells

Senior Vice President - Financial Advisor

Consulting Group

phone619-699-7127

Reva Shakkottai, CFA

Senior Vice President - Branch Director

Senior Portfolio Manager - Portfolio Focus

Financial Advisor

phone310-785-4523

Visit websitelaunch Visit The Sangerman Jacobson Grouplaunch Visit Specialized Strategies Grouplaunch Emailmail_outlined

Jon L. Jacobson, CFA

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone310-205-7711

Young M Chung, CPWA®, CRPC®, ChFC®

First Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone760-772-5452

Visit The Prentice Chung Grouplaunch Emailmail_outlined

The PVG Group

phone310-683-6690

Souligny Wells Group

phone619-699-7126

Sanjay and Amrit Mathur

phone949-720-0111

Carol Wilshire, CFP®

Managing Director - Financial Advisor

Senior Consulting Group

phone310-647-8054

Alan R Pochter

Vice President - Financial Advisor

phone310-785-4501

Visit The Andrews Grouplaunch Emailmail_outlined

Curran Robertson, CFP®

Financial Advisor

phone858-550-5114

Alan Goldstein

First Vice President - Financial Advisor

phone310-683-6688

Visit websitelaunch Visit Specialized Strategies Grouplaunch Emailmail_outlined

Mark W. Lininger, AIF®, CFP®

Managing Director - Financial Advisor

Institutional Consulting Group

phone310-785-4554

Stephen Shin

Senior Vice President - Financial Advisor

Consulting Group

phone949-720-8962

Daniel John Legan

Senior Vice President - Financial Advisor

phone760-772-5440

Visit The Jacobson Denniston Grouplaunch Emailmail_outlined

Scott Denniston, MBA

Senior Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

phone310-785-4553

David Schrager

Senior Vice President - Financial Advisor

phone619-699-7180

Larry Prutch, AIF®, CEPA®, CFP®, CIMA®, CPM®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone310-683-6690

Visit The Prentice Chung Grouplaunch Emailmail_outlined

Thomas C. Prentice, CRPC®

Senior Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

phone760-772-5451

Patrick Severo, AWM, CIMA®

Managing Director - Financial Advisor

Senior Consulting Group

phone310-205-7797

Visit SB Wealth Strategieslaunch Emailmail_outlined

John Fierro, CFP®

Senior Vice President - Financial Advisor

phone949-720-8938

James Robinson

Senior Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

phone858-550-5131