Bernard Reina, AIF®
Director – Wealth Management
Wealth Advisor
Los Angeles, CA
Cordelia Lo, AIF®
Senior Vice President – Wealth Management
Wealth Advisor
Torrance, CA
Richard R. Goldberg, AIF®
Vice President – Wealth Management
Wealth Advisor
Rolling Hills Estates, CA

Lurdes Yepez
Client Services Associate
Los Angeles, CA

Lauren Carbonel
Client Services Associate
Rolling Hills Estate, CA