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.

Search results for:

West: Los Angeles

Clear All Filters

Ian Smith - Client Service Specialist

Ian Smith

Client Service Specialist

LA-Century City

Riley Baer - Client Service Specialist

Riley Baer

Client Service Specialist

LA-Century City

Sasha Fridlyand

Sasha Fridlyand

Client Service Specialist

Scott Berkson, AIF®

Operations Manager

Paul Seidman

Paul Seidman, CFP^®, CRPC^®

Sr. Vice President

Kahului, Woodland Hills

Ready to get started?

Explore More

Doctor delivering bad news to an older gentleman

Retirement

When You or a Loved One Are Facing Terminal Illness: Finances To Address

June 26, 2025

Personal Finance

The House Tax Bill: Analyzing the Child Tax Credit

June 25, 2025

Family & Finance

Financial Realities of Adoption for LGBTQ+ and New Families

June 24, 2025

Continue Browsing