11835 W. Olympic Blvd. #1155 E, Los Angeles, CA 90064

State
California
Address
If you're in the Los Angeles, CA area, reach out to us to schedule a consultation. Our services include investment and tax planning, retirement planning, and life event planning. Let's see how we can collaborate and create a plan to meet your current needs, future goals, and everything in between.
Los Angeles, CA Key Contacts
Connect directly with the advisory team serving this location.

Artin Bandari
Financial Advisor
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Cathy Gonzalez
Director of Operations and Events
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Daniel Farid Yasharel
Wealth Manager, CFP®
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Derrigan Sheedy
Financial Advisor
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Heather Scully
Senior Vice President | Chief Compliance Officer
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Jodi Johnston
Senior Vice President | Business Development
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Kevin Ryan
Financial Advisor
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Lindsey Olarte
Operations and Administrative Associate
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Marlene Staudmauer
Office Manager
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Rob Jaffe
Financial Advisor
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Robert Dovala
Compliance and Operations Manager
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Shehab Mohammad
President | CEO
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Veronika Saparova
Vice President | Advisor Engagement & Marketing
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Wolfgang Remkes
Financial Advisor
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Woong Kim
Wealth Manager
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