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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: Woodland Hills Location: LA-Century City

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Saman Bigharaz

Regional Vice President

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

Susy Gibo

Sr. Client Development Associate

Albuquerque, Kahului, Newport Beach, San Diego, Santa Barbara, Scottsdale, Woodland Hills

Anna Dominique Mendoza

Tax Associate

LA-Century City

Ashley Martinez

Tax Associate

LA-Century City

Joy DePasquale, EA

Tax Manager

Woodland Hills

Lina Burlaka, EA

Sr. Tax Associate

Woodland Hills

Monique Reyes

Manager, Tax Support

Woodland Hills

Nicole Lai

Tax Manager

Woodland Hills

Pia Wolfe

Tax Associate

Woodland Hills

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Meet our Advisory Team

Search results for:

Saman Bigharaz

Susy Gibo

Anna Dominique Mendoza

Ashley Martinez

Joy DePasquale, EA

Lina Burlaka, EA

Monique Reyes

Nicole Lai

Pia Wolfe

Ready to get started?

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