Financial Advisors in TORRANCE, CALIFORNIA

Torrance, CA

If you're looking for a financial advisor in the Torrance area, we're here to help. Specializing in serving small business owners and female investors, we offer a full range of services including financial planning, tax and estate planning, and investment management to help you achieve your financial goals.

Torrance Beach_compressed


Geniffer Takacs, CFA
Associate Director, Investments

Daiana Kelleyian, CFA
Portfolio Manager

Kristen Perez, CFP®
Senior Financial Planner

Sean Ostrom, CFP®
Senior Financial Planner

Kevin Beebe, CFA
Portfolio Manager

Cris Moran, CFA, CFP®
Senior Portfolio Manager

Alina Narr, CFP®, EA
Associate Director, Financial Planning

Kelly Anselmo
Client Relationship Manager

Evelyn Salazar
Senior Client Relationship Associate

Avetis Yetenekyan, CFA®
Portfolio Manager

Kasey Kishiyama
Senior Client Relationship Associate

Liber Acosta
Senior Client Relationship Associate

Maria Ortiz
Client Relationship Associate

Kim Hedlund
Client Relationship Associate

Jaunell Silvera
Client Relationship Associate

Jessie Tisdale
Client Relationship Associate

Contact Our Torrance Financial Advisors

Minutes away from Palos Verdes, Manhattan Beach, Redondo Beach, and Hermosa Beach and the 405 freeway, our Torrance office invites you to visit and meet our financial advisors to see what our full-service team can provide.


You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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