LOCATIONS

Los Angeles, CA

Headquarters

2121 Avenue of the Stars
#2400
Los Angeles, CA 90067
Get Directions →

Wealth Advisory Services in Los Angeles

Our Advisors in Los Angeles will work with you to help you achieve the goals that are most important to you. 

Whether it’s saving for retirement or putting together an estate plan, our teams are dedicated to helping you navigate your financial future without the added complexity. Our wealth management services include financial planning, trust and estate planning, CFO services, insurance reviews, and investment management and oversight. 

Contact Us

Advisors Serving Los Angeles

Steven Lockshin

PRINCIPAL

Marc L. Russell

PRINCIPAL

Alan Bonde

PARTNER ADVISOR

Rehan Chaudhry

PARTNER ADVISOR

Scott Davis

SENIOR ADVISOR

Jake Dorman

ADVISOR

Anthony Ferraiolo

ADVISOR

Alan Gelb

PARTNER ADVISOR

Erik Gulsrud

PARTNER ADVISOR

Richard Hansen

PARTNER ADVISOR

Mark Harris

ADVISOR

Larry Isaacs

PARTNER ADVISOR

Laurel Mann

PARTNER ADVISOR

Matt Regan

SENIOR ADVISOR

Alison Roth

ADVISOR

Jorge Soriano

SENIOR ADVISOR

Mitchell Spinneberg

ADVISOR

Ready to get together?

Let's be in touch