Advisor Directory

Amrit Mathur, CFA®

Senior Vice President - Financial Advisor

Visit Mathur Wealth Management Grouplaunch Emailmail_outlined

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

Senior Vice President - Financial Advisor

Portfolio Director Group

phone310-683-6689

Visit Bockhold Investment Grouplaunch Emailmail_outlined

Tim Bockhold

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone949-720-8981

Lawrence Andrews, AWM, CEPA®, CFP®

Managing Director - Financial Advisor

Senior Portfolio Director

phone858-550-5171

Visit The Andrews Grouplaunch Emailmail_outlined

Patrick Severo, AWM, CIMA®

Managing Director - Financial Advisor

Senior Portfolio Director Group

phone310-205-7797

Visit SB Wealth Strategieslaunch Emailmail_outlined

Halbrook MacDonald Wealth Management Team

phone949-720-8921

The Lynnvest Group

phone310-205-7758

Dennis Fitzgerald

Senior Vice President - Financial Advisor

Portfolio Director Group

phone562-799-7578

Visit Klein Wealth Management Grouplaunch Emailmail_outlined

Jeff Labarthe

Vice President - Financial Advisor

phone949-720-8932

Ryan Souligny

Senior Vice President - Financial Advisor

Senior Portfolio Director Group

phone619-699-7126

Visit Souligny Grouplaunch Emailmail_outlined

The Denniston Group

phone310-785-4553

Mt. Lowe Group

phone626-204-2115

Mitch Pochter

Senior Vice President - Financial Advisor

phone310-785-4561

The Fogarty Hernandez Wealth Management Group

phone213-215-0600

SB Wealth Strategies

phone310-205-7794

Jim Lynch

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone619-699-7144

Visit Articulate Wealth Grouplaunch Emailmail_outlined

Cole Ruth

Financial Advisor

phone760-772-5455

Tricia Bothmer

Senior Vice President - Financial Advisor

Portfolio Director Group

phone858-550-5160

The Andrews Group

phone858-550-5171

Graham O'Kelly, CFA

Managing Director - Financial Advisor

Senior Portfolio Director

Institutional Consulting Group

phone310-785-4585

Bockhold Investment Group

phone949-720-8981

Visit The Andrews Grouplaunch Emailmail_outlined

Curran Robertson, CFP®

Financial Advisor

phone858-550-5114

Mike Ladge

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone310-887-4453

Visit websitelaunch Visit Sports Entertainment & Technology Grouplaunch Emailmail_outlined

Bill W Brown

Senior Vice President - Financial Advisor

Portfolio Director Group

phone310-205-7748

Visit The Dolphin Grouplaunch Emailmail_outlined

The Robertshaw Group

phone310-683-6705

Daniel Levin, CRPC®

Senior Vice President - Financial Advisor

Portfolio Director Group

phone310-785-4550

Shamya Ullah

Senior Vice President - Financial Advisor

Senior Portfolio Manager

phone310-887-4442

Edward Haus

Financial Advisor

phone310-683-6693

Visit Halbrook MacDonald Wealth Management Teamlaunch Emailmail_outlined

Adam MacDonald, CRPC®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone949-720-8925

Junia Pan Li

Senior Vice President - Financial Advisor

phone424-478-2671

Visit The Prentice Chung Grouplaunch Emailmail_outlined

Young M Chung, CPWA®, CRPC®, ChFC®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone760-772-5452

Brett H. Bartman

Managing Director - Financial Advisor

Senior Portfolio Director Group

phone310-205-7794

Visit SB Wealth Strategieslaunch Emailmail_outlined

Adam Kreutner, CFP®

Senior Vice President - Financial Advisor

Senior Portfolio Director Group

phone310-205-7717

Alan R Pochter

Vice President - Financial Advisor

phone310-785-4501

Anne Fiato

First Vice President - Financial Advisor

Portfolio Director Group

phone858-550-5118

The Holistic Wealth Solutions Group

phone310-887-4441

Visit The Johnson Prince Grouplaunch Emailmail_outlined

John Prince

Senior Vice President - Branch Director

Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone310-785-4542

Matthew Thibodeaux

Financial Advisor

phone213-362-4194

Visit The Denniston Grouplaunch Emailmail_outlined

The Prentice Chung Group

phone760-772-5451

The Sangerman Jacobson Group

phone310-205-7735

Visit The Tailored Portfolio Management Grouplaunch Emailmail_outlined

David Haehnel

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone310-205-7726

Todd Halbrook, CFP®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone949-720-8921

Visit Halbrook MacDonald Wealth Management Teamlaunch Emailmail_outlined

David Schrager

Senior Vice President - Financial Advisor

Portfolio Director Group

phone619-699-7180

Grant DeVaul

Managing Director - Private Wealth Financial Advisor

Senior Portfolio Manager

phone310-785-4533

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

Managing Director - Financial Advisor

Senior Portfolio Director Group

phone310-683-6690

Visit Kost Investment Grouplaunch Emailmail_outlined

Theresa Kost

Senior Vice President - Financial Advisor

Consulting Group

phone949-720-8949

Dan Rothenberg, CIMA®

Managing Director - Financial Advisor

Senior Portfolio Director

phone213-266-4608

Visit The Stephens Rothenberg Wealth Management Grouplaunch Emailmail_outlined

Doug Bailey, CFP®

Senior Vice President - Branch Director

Senior Portfolio Manager - Portfolio Focus

phone562-799-7574

Visit The Bailey Grouplaunch Emailmail_outlined

Vincent Woo

Senior Vice President - Financial Advisor

Portfolio Director Group

phone310-683-6697

Alan Goldstein

First Vice President - Financial Advisor

phone310-683-6688

Visit The Holistic Wealth Solutions Grouplaunch Emailmail_outlined

Bradley Finnigan

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone310-887-4441

John Fierro, CFP®

Senior Vice President - Financial Advisor

Senior Portfolio Director Group

phone949-720-8938

The Ciriello Group

phone310-887-4446

Klein Wealth Management Group

phone949-720-8944

Jamie Tam

Senior Vice President - Financial Advisor

phone310-683-6704

Visit The Bailey Grouplaunch Emailmail_outlined

Andrew Bailey, CFP®

Associate Vice President - Financial Advisor

phone562-799-7568

Mark Grueninger

Managing Director - Financial Advisor

phone310-273-7600

Visit The Grueninger Grouplaunch Emailmail_outlined

Ross Allford

Senior Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

phone619-699-7131

Steven Lewis

Senior Vice President - Financial Advisor

phone858-550-5108

Kost Investment Group

phone949-720-8949

Rachel Paulin

Senior Vice President - Financial Advisor

phone619-699-7172

Joe Regan

Senior Vice President - Financial Advisor

Portfolio Director Group

phone626-204-2147

Visit The Pacific Grouplaunch Emailmail_outlined

Brian Neault, AWM, CFP®

Senior Vice President - Financial Advisor

Senior Portfolio Director Group

phone619-699-7125

Resin Hammitt Private Wealth Group

phone310-647-8046

Visit Resin Hammitt Private Wealth Grouplaunch Emailmail_outlined

Jon Resin, CRPC®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone310-647-8046

Thomas C. Prentice, CRPC®

Senior Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

phone760-772-5451

Visit The Prentice Chung Grouplaunch Emailmail_outlined

Brian Dent

Senior Vice President - Financial Advisor

Senior Portfolio Director Group

phone310-205-7724

Visit The Holistic Wealth Solutions Grouplaunch Emailmail_outlined

Nicholas Ciriello, CIMA®

Managing Director - Financial Advisor

Senior Portfolio Director Group

phone310-887-4446

Visit The Ciriello Grouplaunch Emailmail_outlined

Carol Wilshire, CFP®

Managing Director - Financial Advisor

Senior Portfolio Director Group

phone310-647-8054

The Grueninger Group

phone424-421-8038

Pier View Group

phone310-387-0228

Visit The Pacific Grouplaunch Emailmail_outlined

Steve Lahre, CFP®

Managing Director - Financial Advisor

Senior Portfolio Director

phone619-699-7151

Martin Klein

Managing Director - Financial Advisor

Senior Portfolio Director Group

phone949-720-8944

Visit Klein Wealth Management Grouplaunch Emailmail_outlined

Alan Sawaya

Senior Vice President - Financial Advisor

phone310-205-7708

Visit websitelaunch Visit The Sangerman Jacobson Grouplaunch Emailmail_outlined

Scott Sangerman

Senior Vice President - Financial Advisor

Portfolio Manager

phone310-205-7735

Paul A. Fea

Senior Vice President - Financial Advisor

Senior Portfolio Director Group

phone310-647-8057

Visit SWAN Wealth Management Grouplaunch Emailmail_outlined

David Thompson, AWM, CEPA®, CIMA®

Managing Director - Branch Director

Senior Portfolio Manager - Portfolio Focus

phone949-720-8924

Rob Robertshaw, CIMA®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone310-683-6705

Visit websitelaunch Visit The Robertshaw Grouplaunch Emailmail_outlined

The Dolphin Group

phone310-205-7749

Robert Schultz

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone949-720-8965

Visit The Denniston Grouplaunch Emailmail_outlined

Scott Denniston, CFP®, MBA

Senior Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

phone310-785-4553

Theresa Allen

Managing Director - Financial Advisor

Portfolio Director Group

phone949-720-8928

Jeff Fink

Senior Vice President - Financial Advisor

Portfolio Director Group

phone619-699-7120

Mathur Wealth Management Group

Visit The Jacobson / Prichard Grouplaunch Emailmail_outlined

Daniel Prichard

Financial Advisor

phone310-205-7703

Daniel John Legan

Senior Vice President - Financial Advisor

Portfolio Director Group

phone760-772-5440

Visit The Johnson Prince Grouplaunch Emailmail_outlined

Dan Johnson

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone310-785-4538

The Jacobson / Prichard Group

phone310-205-7711

Visit The Pacific Grouplaunch Emailmail_outlined

Sanya Mulhern, CEPA®, CFP®, CRPC®

Senior Vice President - Branch Director

Senior Portfolio Director Group

phone619-699-7122

Sanjay Mathur, MBA

Managing Director - Financial Advisor

Visit Mathur Wealth Management Grouplaunch Emailmail_outlined

George Castrillon, CEPA®, CFP®, CPFA®

Senior Vice President - Financial Advisor

Senior Portfolio Director Group

phone310-887-4454

Ryan Bockhold

Associate Vice President - Financial Advisor

phone949-720-8912

Visit SWAN Wealth Management Grouplaunch Emailmail_outlined

Parker Thompson

Financial Advisor

phone972-612-2909

SWAN Wealth Management Group

phone949-720-8924

Visit SWAN Wealth Management Grouplaunch Emailmail_outlined

Maddy Stewart, APP, CDFA®, CPFA®

Associate Vice President - Financial Advisor

phone949-720-8997

Ian Stock

Senior Vice President - Financial Advisor

Visit websitelaunch Visit SWAN Wealth Management Grouplaunch Emailmail_outlined

George Otto

First Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

phone949-720-8922

Mauris Azizi

Senior Vice President - Financial Advisor

phone310-887-4457

Daniel S. Henry, CPFA®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone949-720-8968

Visit The Fogarty Hernandez Wealth Management Grouplaunch Emailmail_outlined

John Fogarty, CFP®

Managing Director - Private Wealth Financial Advisor

phone213-215-0600

Reva Shakkottai, CFA

Managing Director - Branch Director

Senior Portfolio Manager

phone310-785-4523

Visit websitelaunch Visit Pier View Grouplaunch Emailmail_outlined

Neil Fujita, CEPA®, CFP®

Senior Vice President - Financial Advisor

Portfolio Director Group

phone310-683-6691

The Johnson Prince Group

phone310-785-4542

Visit The Fogarty Hernandez Wealth Management Grouplaunch Emailmail_outlined

Eric Hernandez

Senior Vice President - Financial Advisor

phone213-266-4603

Steven Keesal

First Vice President - Financial Advisor

Portfolio Director Group

phone310-683-6692

Articulate Wealth Group

phone760-772-5455

The Tailored Portfolio Management Group

phone310-205-7784

Sports Entertainment & Technology Group

phone310-887-4453

Mark Toumajian

Senior Vice President - Financial Advisor

Portfolio Director Group

phone310-647-8066

The PVG Group

phone310-683-6690

Stephen Shin

Senior Vice President - Financial Advisor

Portfolio Director Group

phone949-720-8962

The Pacific Group

phone619-699-7151

Andrew Grant

First Vice President - Financial Advisor

Portfolio Director Group

phone858-550-5148

Souligny Group

phone619-699-7126

The Bailey Group

phone562-799-7574

Visit The Tailored Portfolio Management Grouplaunch Emailmail_outlined

Jeff Horn

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

phone310-205-7784

Leslie Robertshaw

Financial Advisor

phone310-683-6703

Visit websitelaunch Visit The Robertshaw Grouplaunch Emailmail_outlined

Christopher Wells

Senior Vice President - Financial Advisor

Senior Portfolio Director Group

phone619-699-7127

Visit Waypoint Grouplaunch Emailmail_outlined

Roger Stephens

Managing Director - Financial Advisor

Senior Portfolio Director

phone213-266-4609

Visit The Stephens Rothenberg Wealth Management Grouplaunch Emailmail_outlined

Waypoint Group

phone619-699-7127