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Advisor Directory

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The Tailored Portfolio Management Group
phone310-205-7784
Halbrook MacDonald Wealth Management Team
phone949-720-8921
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Jon Resin, CRPC®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-647-8046
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John Prince
Senior Vice President - Branch Director
Senior Portfolio Manager - Portfolio Focus
Financial Advisor
phone310-785-4542
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Curran Robertson, CFP®
Financial Advisor
phone858-550-5114
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Martin Klein
Managing Director - Financial Advisor
Senior Consulting Group
phone949-720-8944
Brian Dent
Senior Vice President - Financial Advisor
Consulting Group
phone310-205-7724
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Neil Fujita, CEPA®, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-683-6691
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Jim Lynch
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone619-699-7144
Mauris Azizi
Senior Vice President - Financial Advisor
phone310-887-4457
Paul A. Fea
Senior Vice President - Financial Advisor
Consulting Group
phone310-647-8057
Ben Goldberg
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone562-799-7566
Brian Richmond
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone562-799-7577
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Steven Keesal
First Vice President - Financial Advisor
phone310-683-6692
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Rob Robertshaw, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-683-6705
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John T Folsom
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone858-550-5116
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Alan R Pochter
Vice President - Financial Advisor
phone310-785-4501
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Bradley Finnigan
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-887-4441
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Mark W. Lininger, AIF®, CFP®
Managing Director - Financial Advisor
Institutional Consulting Group
phone310-785-4554
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Tim Bockhold
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone949-720-8981
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David Thompson, AWM, CIMA®
Senior Vice President - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone949-720-8924
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Robert Schultz
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone949-720-8965
Rachel Paulin
Senior Vice President - Financial Advisor
phone619-699-7172
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Cengiz Volkan, AIF®, CEPA®, CIMA®, MBA
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-683-6689
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Vincent Woo
Senior Vice President - Branch Director
Private Client Group
phone310-683-6697
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Lawrence Andrews, AWM, CEPA®, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone858-550-5171
Tanner Carter
Associate Vice President - Financial Advisor
phone858-550-5113
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Christopher Wells
Senior Vice President - Financial Advisor
Consulting Group
phone619-699-7127
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Kevin Caputo, CFP®, CIMA®
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone310-785-4547
Dan Johnson
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-785-4538
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Maddy Stewart, APP, CPFA®
Associate Vice President - Financial Advisor
phone949-720-8997
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Patrick Severo, AWM, CIMA®
Managing Director - Financial Advisor
Senior Consulting Group
phone310-205-7797
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Dennis Fitzgerald
Senior Vice President - Financial Advisor
Consulting Group
phone562-799-7578
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George Castrillon, CEPA®, CFP®, CPFA®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone310-887-4454
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Shamya Ullah
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone310-887-4442
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Ross Allford
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone619-699-7131
Amrit Mathur
Senior Vice President - Financial Advisor
phone949-720-0111
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Adam Kreutner, CFP®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone310-205-7717
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Greg Prahser, AIF®, AWM
Senior Vice President - Financial Advisor
Senior Consulting Group
phone310-647-8042
The Stephens Rothenberg Wealth Management Group
phone213-266-4609
Adam MacDonald, CRPC®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone949-720-8925
Mark Elliott, CPA
Associate Vice President - Financial Advisor
phone562-799-7564
Jeff Labarthe
Vice President - Financial Advisor
phone949-720-8932
Dan Legan
Senior Vice President – Financial Advisor
phone760-772-5440
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Sanya Mulhern, CEPA®, CFP®, CRPC®
Senior Vice President - Branch Director
Senior Consulting Group
phone619-699-7122
Brian Blair
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone858-550-5130
Sanjay Mathur
Managing Director - Financial Advisor
phone949-720-0111
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Theresa Allen
Managing Director - Financial Advisor
phone949-720-8928
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Grant DeVaul
Senior Vice President - Private Wealth Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-785-4533
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Jon L. Jacobson, CFA
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-205-7711
Alan Sawaya
Senior Vice President - Financial Advisor
phone310-205-7708
Anne Fiato
First Vice President - Financial Advisor
Consulting Group
phone858-550-5118
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Matthew F Sweeney, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone858-550-5125
Todd Halbrook, CFP®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone949-720-8921
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Stephen Shin
Senior Vice President - Financial Advisor
Consulting Group
phone949-720-8962
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Graham O'Kelly, CFA
Senior Vice President - Private Wealth Advisor
phone310-785-4585
David Schrager
Senior Vice President - Financial Advisor
Consulting Group
phone619-699-7180
Olga Kapitskaya
Associate Vice President - Financial Advisor
phone310-205-7756
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George Otto
First Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone949-720-8922
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David Haehnel
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-205-7726
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Jeff Fink
Senior Vice President - Financial Advisor
Consulting Group
phone619-699-7120
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Steve Lahre, CFP®
Managing Director - Financial Advisor
Senior Consulting Group
phone619-699-7151
Mitch Pochter
Senior Vice President - Financial Advisor
phone310-785-4561
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Alan Goldstein
First Vice President - Financial Advisor
phone310-683-6688
Andrew Grant
First Vice President - Financial Advisor
Consulting Group
phone858-550-5148
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Ryan Souligny
Senior Vice President - Financial Advisor
Consulting Group
phone619-699-7126
Leo Schad
Vice President - Financial Advisor
phone858-550-5115
James Robinson
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone858-550-5131
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Nicholas Anger
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone858-550-5133
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John Fierro, CFP®
Senior Vice President - Financial Advisor
phone949-720-8938
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Alon Haim
Senior Vice President - Financial Advisor
Consulting Group
phone310-887-4450
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Reva Shakkottai, CFA
Senior Vice President - Branch Director
Senior Portfolio Manager - Portfolio Focus
Financial Advisor
phone310-785-4523
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Mike Ladge
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-887-4453
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Daniel S. Henry, CPFA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone949-720-8968
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Jim Bullard
First Vice President - Financial Advisor
phone310-205-7728
Sports Entertainment & Technology Group
phone310-887-4453
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Andrew Bailey, CFP®
Associate Vice President - Financial Advisor
phone562-799-7568
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Bill W Brown
Senior Vice President - Financial Advisor
Consulting Group
phone310-205-7748
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Ryan Bockhold
Associate Vice President - Financial Advisor
phone949-720-8912
Roger Stephens
Managing Director - Financial Advisor
Senior Consulting Group
phone213-266-4609
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Scott Denniston, MBA
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone310-785-4553
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Daniel Levin, CRPC®
Senior Vice President - Financial Advisor
Consulting Group
phone310-785-4550
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Jeffrey Horn
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-205-7784
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Mike Shayestehfar
Managing Director - Financial Advisor
phone310-205-7743
Christian Reuter, CRPC®
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone858-550-5117
Steven Lewis
Senior Vice President - Financial Advisor
phone858-550-5108
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Joe Regan
Senior Vice President - Financial Advisor
Consulting Group
phone626-204-2147
Jamie Tam
Senior Vice President - Financial Advisor
phone310-683-6704
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Doug Bailey, CFP®
Senior Vice President - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone562-799-7574
Thomas C. Prentice, CRPC®
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone760-772-5451
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Scott Sangerman
First Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone310-205-7735
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Brett H. Bartman
Managing Director - Financial Advisor
Senior Consulting Group
phone310-205-7794
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Tricia Bothmer
Senior Vice President - Financial Advisor
Consulting Group
phone858-550-5160
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Phil Hammitt, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-647-8047
Young M Chung, CPWA®, CRPC®, ChFC®
First Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone760-772-5452
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Brian Neault, AWM, CFP®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone619-699-7125
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Theresa Kost
Senior Vice President - Financial Advisor
Consulting Group
phone949-720-8949
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Carol Wilshire, CFP®
Managing Director - Financial Advisor
Senior Consulting Group
phone310-647-8054
Dan Rothenberg, CIMA®
Managing Director - Financial Advisor
Senior Consulting Group
phone213-266-4608
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Larry Prutch, AIF®, CEPA®, CFP®, CIMA®, CPM®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-683-6690
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Nicholas Ciriello, CIMA®
Managing Director - Financial Advisor
Senior Consulting Group
phone310-887-4446