Financial Advisors

Brittney Castro

Founder/CEO

Financially Wise Women

Office: 323-852-3182

Brittney Castro is the founder and CEO of Financially Wise Women, a Los Angeles-based financial planning firm whose mission is to teach women and couples in their 30s and 40s the art of managing their money the fun and simple way.

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David Hunt

Senior Vice President

Wells Fargo

433 N. Camden Drive, Suite 1200

Office: 310.285.5859

I provide a product agnostic and an objective advisory role. This approach allows me the flexibility to assemble the right team with the skills and qualifications to achieve the ideal results for my Clients.

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Michelle Nguyen

VP/CFP

First Foundation Advisors

Office: 310.943.8807

Responsible for developing and managing investment portfolios for high net worth individuals, multi-generational families, and endowment funds.

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Mark Morales

Vice President | SBA SoCal Division

HomeStreet Bank

Office: 310 766 0399

Founded in 1921, HomeStreet Bank offers consumer and commercial banking, mortgage lending and loans for residential construction, commercial real estate financing, investment and insurance products and services in the Pacific Northwest, California and Hawaii.

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Jonathan Drubner

Managing Director

L&S Advisors, Inc

Office: 646.418.5200

In his role as managing director at L&S Advisors, Jonathan Drubner is responsible for developing new channels of business and providing client service to the firm’s growing roster of high-net worth individuals.

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Mike Spitz

Founder- President

The CSD Group

Office: 720.338.6933

Michael is the Founder and Director of The CSD Group, a creative collaborative focusing on business development, brand identity, market strategy, and creative advertising.

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Jodie Weiss

Account Executive

First Republic Bank

Office: 310.407.1334

Jodie is the point person for her clients credit, banking, investment, and trust service needs with the highest customer service while specializing in Real Estate.

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Ara Oghoorian

President, CFA, CFP

ACap Asset Management Inc.

Office: (818) 272-8511

ACap is a Fee-Only financial advisory firm specializing in advising doctors.

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Steven Cooper, CFA

Portfolio Manager

UBS Financial Services

Office: O: (310) 772-7005 C: (410) 258-2174

Portfolio Manager and Financial Advisor providing strategic planning and investment management for business owners, entertainment folks and their families.

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Arlene Krantz

Business Strategist

The Millionaire Within

8721 Santa Monica Blvd. #226, West Hollywood, CA 90069

Office: 424-253-5567

Arlene’s passion and mission is helping her clients create and grow businesses of their own so they can make the money and enjoy the independent lifestyle they desire and deserve.

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Evan Levy

Investment Advisor: Financial Advisor / Wealth Management

Lido Advisors, Inc.

9100 Wilshire Blvd. Suite 350W Beverly Hills CA 90212-3437 United States

Office: O: (310) 278-8232 ext: 163 C: (310) 480-9917

I provide individualized wealth management services tailored to the unique situations of high net-worth individuals who are retired, or are contemplating retirement, trusts, and “emerging” professionals.

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