Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: LA-Century City

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David Askew, CFP®, CDFA®, FBS®, AEP®

Managing Director

Indian Wells, Newport Beach, Woodland Hills, San Diego, San Diego – Sorrento Valley, LA-Century City

Chris Gomez, CFP®

Wealth Advisor

LA-Century City

Danny Polyakov, CFP®, EA

Wealth Advisor

Woodland Hills, LA-Century City, Westlake Village

Lorenzo Riley, CFP®, CIMA®, CPWA®

Wealth Advisor, Director

Woodland Hills, LA-Century City, Santa Barbara

Rich Davtyan, CFP®

Sr. Wealth Advisor

LA-Century City

Raul Palma

Regional Vice President, Community

Santa Barbara, Kahului, LA-Century City, Pasadena, Woodland Hills

Saman Bigharaz

Regional Vice President

LA-Century City, Kahului, Woodland Hills, Pasadena, Westlake Village

Anna Dominique Mendoza

Tax Associate

LA-Century City

Arevik Manukyan

Manager, Client Service

LA-Century City

Ian Smith

Client Service Specialist

LA-Century City

Riley Baer

Client Service Specialist

LA-Century City

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Estate and Gift Tax: Essential Considerations

Meet our Advisory Team

Search results for:

David Askew, CFP®, CDFA®, FBS®, AEP®

Chris Gomez, CFP®

Danny Polyakov, CFP®, EA

Lorenzo Riley, CFP®, CIMA®, CPWA®

Rich Davtyan, CFP®

Raul Palma

Saman Bigharaz

Anna Dominique Mendoza

Arevik Manukyan

Ian Smith

Riley Baer

Ready to get started?

Explore More

Estate and Gift Tax: Essential Considerations

Investing in Classic Cars: A Passion That Can Pay Off

A Trust vs. A Will: Which One Is Right For You?

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