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Advisor Directory

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Jon L. Jacobson, CFA
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-205-7711
Brian Dent
Senior Vice President - Financial Advisor
Consulting Group
phone310-205-7724
Mauris Azizi
Senior Vice President - Financial Advisor
phone310-887-4457
Alan Sawaya
Senior Vice President - Financial Advisor
phone310-205-7708
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Alon Haim
Senior Vice President - Financial Advisor
Consulting Group
phone310-887-4450
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Jeffrey Horn
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-205-7784
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Nicholas Ciriello, CIMA®
Managing Director - Financial Advisor
Senior Consulting Group
phone310-887-4446
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Scott Sangerman
First Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone310-205-7735
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George Castrillon, CEPA®, CFP®, CPFA®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone310-887-4454
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Adam Kreutner, CFP®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone310-205-7717
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Brett H. Bartman
Managing Director - Financial Advisor
Senior Consulting Group
phone310-205-7794
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Jim Bullard
First Vice President - Financial Advisor
phone310-205-7728
Sports Entertainment & Technology Group
phone310-887-4453
The Tailored Portfolio Management Group
phone310-205-7784
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Bradley Finnigan
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-887-4441
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Mike Ladge
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-887-4453
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Shamya Ullah
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone310-887-4442
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Bill W Brown
Senior Vice President - Financial Advisor
Consulting Group
phone310-205-7748
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David Haehnel
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-205-7726
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Patrick Severo, AWM, CIMA®
Managing Director - Financial Advisor
Senior Consulting Group
phone310-205-7797