WE’RE EXPERTS BECAUSE WE’VE BEEN AT THIS FOR A VERY LONG TIME
Our firm has a history steeped in pioneering wealth management, developing many of the services and practices that are the industry’s gold standard. In fact, the entire AdvicePeriod team is comprised of mavericks — advisors who have led the pack, professionals with tremendous experience and expertise.
They came together to create a different kind of wealth advisory and make history once again.
A brief history of disruption
AdvicePeriod’s team has a history of disrupting the financial service industry…and we’ve done it again.
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01/01/2011
#1 Nationally by Barrons
Lockshin named to Barron’s Top Independent Financial Advisors 2011 (#1... -
12/01/2012
#1 in California by Barron’s
Barron’s Top Financial Advisors 2012 – State by State (#1... -
06/01/2013
#1 in California by Barron’s
Lockshin named to Barron’s Top Financial Advisors 2013 – State... -
10/01/2013
Get Wise to Your Advisor’ Published
Lockshin publishes Get Wise to Your Advisor (John Wiley &... -
01/01/2014
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01/01/2016
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08/16/2016
AdvicePeriod Voted #1 Place to Work
The Los Angeles Business Journal selects AdvicePeriod as the best... -
04/26/2017
FinTech Breakthrough Best Wealth Management Company
FinTech Breakthrough selects AdvicePeriod as the Best Wealth Management Company... -
05/13/2018
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09/13/2018
WealthManagement.com’s Innovator of the Year and Best Family Office
WealthManagement.com’s Innovator of the Year and Best Family Office -
09/18/2018
Entrepreneur magazine Top Company Culture
Entrepreneur magazine Top Company Culture -
03/20/2019
Family Wealth Report Wealth Planning Awards 2019 New York Winner
Family Wealth Report Wealth Planning Awards 2019 New York Winner -
05/16/2019
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09/12/2019
Thought Leader of the Year 2019
AdvicePeriod named the Thought Leader of the Year 2019 -
11/04/2019
Schwab Advisor Services 2019 Pacesetter IMPACT™ Award
AdvicePeriod receives the Schwab Advisor Services 2019 Pacesetter IMPACT™ Award
Advisors At-A-Glance
Your AdvicePeriod Team
Team Gallery Sample
Bilal Aziz
Operations
Ronica Baghdishyan
Accounting
Alan Bonde
Partner Advisor
Phil Boscarino
CFO Services
Holli Buck
Reporting Specialist
Todd Butler
Partner Advisor
Chrissy Canapari
Partner Advisor
Rehan Chaudhry
Partner Advisor
Adam Clark
Advisor
Dominic Cozzetto
Partner Advisor
Michael Crabtree
Reporting & Analytics
Scott Davis
Senior Advisor
Thomas Donnelly
Head of Advisor Experience
Jake Dorman
Advisor
Jeff Embry
Partner Advisor
Nick English
Partner Advisor
Ronald Fatoullah
Partner Advisor
Josh Fein
Partner Advisor
Alan Gelb
Partner Advisor
Christopher Girbés
Partner Advisor
Ryan Goldenhar
Partner Advisor
David Goldman
Operations
Erik Gulsrud
Partner Advisor
Karley Guyselman
Admin Assistant
Tanner Hamilton
Operations
Rich Hansen
Partner Advisor
Mark Harris
Senior Analyst
Kelly Heath
Operations
Michael Hu
Advisor
Larry Isaacs
Partner Advisor
Tim Joo
Analyst
Eric Koeplin
Partner Advisor
Ross Kroll
Advisor
Mike Lambrakis
Partner Advisor
Dan Legault
Partner Advisor
Joshua Levine
Advisor
Jackie Lewis
Partner Advisor
Joseph Lin
Champion of Partner Success
Steven D. Lockshin
Principal
Megan Logee
Partner Advisor
Matt Lovejoy
Head of Business Development
Amelia Machengete
Executive Assistant
Karina Maureira
Analyst
Lawrence K. Miles
Principal
Liam Muir
Analyst
Eric W. Mundwiller
Partner Advisor
Dina Nam
Wealth Strategist
David Noosinow
Partner Advisor
Joy Oh
Associate
Sonish Patel
Associate
Pam Perskie
Partner Advisor
Jesse Porter
Partner Advisor
Brent Pressentin
Partner Advisor
Brian Purcell
Business Intelligence
Jonathan Row
Team Development and Success
Marc L. Russell
Principal
Allison Schaengold
P@C Specialist
Duke Schillaci
Analyst
Lizz Schneider
Partner Advisor
Jim Shagawat
Partner Advisor
Ann Shigemura-Hildebrand
Compliance
Katherine Simmonds
Partner Advisor
Lake Smith
Associate
Nathan Sonnenberg
Investment Research
Jorge Soriano
Advisor
Mitchell Spinneberg
Analyst
Liz Stofenmacher
CFO Services
Jonathan P. Straub
Principal
Nick Strunc
Senior Analyst
Tevin Stutzman
CFO Services
Josh Styrcula
Partner Advisor
Matthew Woodward
Operations