Ross Gerber

President and CEO

Education Univ. of Pennsylvania, B.A.

Danilo Kawasaki, CFP® CPWA®

Vice President and COO

Education Univ. of Redlands, B.S.

Second Language: Portuguese

Zachary Bainter, CFP®

Managing Partner

Education UCLA, B.A.

Hatem Dhiab, CFP®

Managing Partner

Education CSULA, B.A.

Second Language: French, Arabic

Ben Dunbar, CFP®

Managing Partner

Education Cal Poly, B.S

Matthew Iantosca, CFP®

Managing Partner &
Director of Wealth Management

Education Loyola Marymount University, B.A.

Ayal Shmilovich

Managing Partner

Education UCLA, B.A. University of Florida, Masters

Eva Agi

Investment Advisor Representative

Education UC Berkeley, B.A.

Second Language: French

Nico Anduze

Investment Advisor Representative

Education UCLA, B.A.

Marc Armstrong CPA®, CFA®

Tax Director

Education USC, B.S. Accounting / B.S. Business Administration USC, Master's Business Taxation

Hugo Avamilano Alvarez

Investment Advisor Representative

Education Fundação Getulio Vargas, B.S. UCLA, Certificate in Finance

Second Language: Portuguese, Spanish

Michael Baker

Investment Advisor Representative

Education San Diego State University, B.A.

Sage Casaga

Investment Advisor Representative

Education California Polytechnic State University, B.S.

Robert Castillo, CFP® ADPA

Investment Advisor Representative

Education UCLA, B.A.

Second Language: Spanish, French

Kyle Clark

Investment Advisor Representative

Education Loyola Marymount University , B.A.

Thomas Donnelly, JD, CFP®

Investment Advisor Representative

Education Saint Louis University School of Law, JD State University of New York at Buffalo, Masters

Greg Fields

Investment Advisor Representative

Education Furman University, B.A. University of Virginia, Ph.D., A.B.D.

Second Language: Russian

Kaytlin Hall

Investment Advisor Representative

Education Roger Williams University, B.A. California Lutheran University, M.B.A.

Ziad Hijazi

Investment Advisor Representative

Education Cal Poly, San Luis Obispo, B.S.

Francine Lai, CFP® CDFA®

Investment Advisor Representative

Education UCSD, B.A.

Second Language: Chinese

Nick Licouris, CFP® CDFA®

Investment Advisor Representative

Education California Polytechnic University, B.S.

Bryan Miranda

Investment Advisor Representative

Education UCLA, B.A.

Brett Sifling

Investment Advisor Representative

Education Loyola Marymount University, B.A.

Elijah Souza, CFP®

Investment Advisor Representative

Education Loyola Marymount University, B.A.

Wendy Wan Turk

Investment Advisor Representative

Education UCLA, B.S.

Alexander Bang

Social Media and Marketing Specialist

Education University of Oregon, B.S.

Shontell Camp

Office Manager

Education University of Missouri, B.A.

Raquel Davies

Marketing and Events Coordinator

Education Mackenzie Presbyterian University, B.A. UCLA Certificate, Business for the Creative Industry

Second Language: Portuguese

Mia Elena Samson

Executive Assistant

Education Loyola Marymount University, B.S.

Ray Flores

Client Services Associate

Education Brown University, B.A./B.S.

Second Language: Spanish

Sally Inciso

Client Services Associate

Education Cal State University, Northridge, B.S.

Second Language: Spanish

Jeff Rozic

Chief Technology Officer

Education Univ. of Pennsylvania, B.A.

Wyman Sung

Financial Officer

Education UC Riverside, B.A.

Julie Vuong

Client Services Manager

Education Michigan State University, B.A