Financial Advisors in WEST LOS ANGELES, CALIFORNIA

West Los Angeles, CA

If you're looking for a financial advisor in the West Los Angeles area. We have an added specialty in divorce financial planning.

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CLIENT SUPPORT TEAM

Jennifer Li, CFP®, EA, CAP®, CExP™
Director of Financial Planning

Brenda Bishop
Client Relationship Manager

Jose Lopez
Client Relationship Associate

O'Zell Golden, CFP®
Senior Financial Planner

Cris Moran, CFA, CFP®
Senior Portfolio Manager

Contact Our West Los Angeles Financial Advisors

Located in the heart of West LA, our office is just east of the famous tourist attractions of Santa Monica and south of the quiet neighborhoods of Brentwood. We are off of Olympic and Purdue Ave, and right near the intersection of the 10 and 405 freeways. Our West LA office invites you to visit and meet our financial advisors to see what our full-service team can provide.

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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