Top Wealth Management Advisors in Greater Los Angeles Area
Chris Impellitteri
Recording Artist
Greater Los Angeles Area
Recording Artist
International Rock Guitarist
Wealth Management Advisor
Pepperdine University, The George L. Graziadio School of Business and Management
Pepperdine University
Recommendations: 4
c****[email protected]
Michael Dombkiewicz
Managing Partner | Co-Founder
Greater Los Angeles Area
Managing Partner | Co-Founder
Director of Marketing and Sales
Professional Hockey Player
Director | Brand and E-Commerce New Republic by Mark Mcnairy
Wealth Management Advisor
Professional Hockey Player
Director | Client Success
Director | eCommerce Operations & Customer Experience
University of New Brunswick
Recommendations: 3
Marketing
Sales
Public Relations
Social Media Marketing
Team Leadership
Management
Sports
Start-ups
m****[email protected]
Laine Rinker
Mortgage Broker
Greater Los Angeles Area
Mortgage Broker
Wealth Advisor
Wealth Management Advisor
Branch Manager
SR. Loan Officer
Sr. Loan Officer
Loan Officer
Real Estate Sales-
California State University Fullerton
University of Florida
Recommendations: 3
Financial Management
Golf
Tennis
Retirement Planning
Financial Planning
Retirement
Wealth
Wealth Management
l*****@rinkerfinancial.com
Christopher Turoci
Founding Partner
Greater Los Angeles Area
Founding Partner
Vice President-Wealth Management Advisor
Managing Director
Vice President - Financial Advisor
California State University-San Bernardino - College of Business and Public Administration
Recommendations: 1
Premium Financing
Insurance
Alternative Investments
Series 7
Asset Management
Asset Allocation
Investments
Investment Advisory
c*****@turoci.net
Michael Wegge
President
Greater Los Angeles Area
President
Wealth Management Advisor
Financial Advisor
Financial Advisor
Insurance Consultant
University of Southern California
University of California, Berkeley
Polytechnic
Recommendations: 0
Strategic Financial Planning
Estate Planning
Insurance
Retirement
Tax
Portfolio Management
Employee Benefits
Finance
m****[email protected]
Helen Zhou
Senior Vice President, Managing Director, Private Banking
Greater Los Angeles Area
Senior Vice President, Managing Director, Private Banking
VP Senior Private Banker
AVP Relationship Manager
International Wealth Management Advisor
Pacific Coast Banking School
Pepperdine Graziadio Business School
Donald T. Regan School of Advanced Financial Management
Recommendations: 0
Banking
Investments
Credit
Investment Management
Wealth Management
Private Banking
Hedge Funds
Equities
z****[email protected]
Chantel Bonneau
Wealth Management Advisor
Greater Los Angeles Area
Wealth Management Advisor
University of California, Los Angeles
San Pasqual
Recommendations: 0
c****[email protected]
Bryan Bishop, CRPC
Wealth Management Advisor
Greater Los Angeles Area
Wealth Management Advisor
Financial Consultant
President
Vice President, Treasurer & Professional/Business Development Chairman
Associate Vice President of Client Relations
Investment Consultant
Financial Advisor
Senior Account Manager & Team Manager
Financial Advisor Assistant
University of Southern California
Phillips Andover Academy
Wellesley High School
Recommendations: 0
b****[email protected]
Kevin Hanley
Wealth Management Advisor, Senior Vice President-Wealth Management
Greater Los Angeles Area
Wealth Management Advisor, Senior Vice President-Wealth Management
University of California San Diego
Recommendations: 0
k****[email protected]
Douglas Frank
Wealth Management Advisor, Managing Director-Wealth Management
Greater Los Angeles Area
Wealth Management Advisor, Managing Director-Wealth Management
Loyola Law School
California State University System
Recommendations: 0
d****[email protected]
Steve Arhancet
Co-CEO and Owner
Greater Los Angeles Area
Co-CEO and Owner
CEO
Director of Consultant Services
Independent Wealth Management Advisor
James Madison University - College of Business
Recommendations: 0
a****[email protected]
Nicholas Delgado
Financial Management Program
Greater Los Angeles Area
Financial Management Program
Wealth Management Advisor
Head of Finance and Operations
University of Michigan
Whitney M Young Magnet High School
Recommendations: 0
Asset Allocation
Wealth Management
Start-up Ventures
Retirement Planning
Non-profit Board Development
Private Equity
Real Estate Transactions
Public Speaking
d****[email protected]
John Knodle
Wealth Management Advisor
Greater Los Angeles Area
Wealth Management Advisor
Trust Operations Manager
Senior Underwriter
Broker
University of Minnesota-Twin Cities
Recommendations: 0
Asset Allocation
Investment Management
Alternative Investments
Capital Markets
Derivatives
Investments
High Net Worth...
Portfolio Management
j****[email protected]
Anthony Beltran, LUTCF
Principal Director
Greater Los Angeles Area
Principal Director
Wealth Management Advisor
Principal Director
Retired
Chapman University
Recommendations: 0
a****[email protected]
QUENTIN CRPC®
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Financial Advisor
Wealth Management Advisor, Vice President
Warehouse Manager
University of Nevada - Reno
Recommendations: 0
q****[email protected]
q****[email protected]
Mark Ventresco
Wealth Management Advisor, Vice President
Greater Los Angeles Area
Wealth Management Advisor, Vice President
Grossmont College
Pepperdine University, The George L. Graziadio School of Business and Management
Recommendations: 0
Financial Advisor
m****[email protected]
Mike CRPC®
Wealth Management Advisor, Assistant Vice President
Greater Los Angeles Area
Wealth Management Advisor, Assistant Vice President
University of California Riverside
Recommendations: 0
Wealth Management
Investments
Finance
Financial Planning
Financial Advisory
Retirement Planning
Strategic Planning
Financial Services
m****[email protected]
Craig Harbin
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Wealth Financial Advisor
Investment Advisor
Financial Advisor
Executive Director
Financial Advisor
Financial Advisor
Financial Advisor
Wealth Management Advisor
California State University-Northridge
Pierce College
Recommendations: 0
Retirement Planning
Investment Strategies
Series 7
Wealth
IRAs
Securities
Series 63
Financial Planning
h****[email protected]
Curtis Parry
Wealth Management Advisor, First Vice President-Wealth Management
Greater Los Angeles Area
Wealth Management Advisor, First Vice President-Wealth Management
Brigham Young University
Recommendations: 0
c****[email protected]
Madeline McNamara
Public Relations Intern
Greater Los Angeles Area
Public Relations Intern
Part-time Sales Associate
Event Chair
Panhellenic Delegate
Account Executive
Business Research & Consumer Insights Intern
Sales & Event Marketing Intern
Director of Financial Planning
Financial Wealth Management Advisor
DP Software Specialist
The George Washington University - School of Business
American University of Paris
The Archer School for Girls
Recommendations: 0
m****[email protected]
Charles Claver
Vice President
Greater Los Angeles Area
Vice President
Wealth Management Advisor
Wealth Management Advisor
Chief Operating Officer
University of Southern California
University of Southern California
Recommendations: 0
c****[email protected]
Judith Chipps
Wealth Management Advisor, Senior Vice President-Wealth Management
Greater Los Angeles Area
Wealth Management Advisor, Senior Vice President-Wealth Management
University of California System
Smith College
Taylor Allderdice High School
Recommendations: 0
Michael Estrada
Chief Executive Officer
Greater Los Angeles Area
Chief Executive Officer
Executive Director, Investments & Finance
Director, Investments
Wealth Management Advisor
Biola University Crowell School of Business
Recommendations: 0
