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: Encino

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Matthew Burke, CPA, CFP®

Partner, Business Management

Richard Singer, MBA

Partner, Sr. Wealth Advisor

Amitha Harichandran, CFP®

Partner, Sr. Wealth Advisor

Stephanie Connor Arkof

Partner, Sr. Wealth Advisor

Elaina Kogan, CPA, MBT

Partner, Tax Services

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