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: Westlake Village

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Danny Polyakov, CFP®, EA

Wealth Advisor

Woodland Hills, LA-Century City, Westlake Village

Gerald Clebanoff, CFA®

Sr. Wealth Advisor

Westlake Village

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Saman Bigharaz

Regional Vice President

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

Rebecca Ehrhardt

Client Service Specialist

Westlake Village

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