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’S WEALTH MANAGEMENT TEAM
CLIENT SUPPORT TEAM
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.

Suite 400
Torrance, CA 90503



WE KEEP YOU INFORMED
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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