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Encino

Contact Us:

Phone: 747.209.1166

Hours: 9am - 5pm, Monday-Friday

16830 Ventura Blvd. Suite 225
Encino, CA 91436


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About the Office

Our focus centers on our clients' vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, we envision and enhance our clients' goals by designing a customized strategy and creating a life map to achieve and protect their wealth. Recognized across the nation as one of the best workplaces, we strive to translate our incredible culture into top-notch service for our clients.


About Encino

Encino, California, is a serene neighborhood located in the heart of the San Fernando Valley, part of the larger Los Angeles metropolitan area. Encino offers a tranquil residential environment while maintaining convenient access to urban amenities. The area is home to the expansive Los Encinos State Historic Park, which provides a glimpse into California's ranching history with its preserved adobe buildings and natural spring. Ventura Boulevard, the neighborhood's main thoroughfare, is lined with a variety of high-end shops, restaurants, and entertainment options, making it a central hub for both locals and visitors. With its rich history, vibrant community, and scenic beauty, Encino stands out as a place to live in Southern California.

Jason  Shapiro

Jason Shapiro

Senior Vice President

Kim  Loane

Kim Loane

Chief of Staff

Danny Recht

Danny Recht

Wealth Management Advisor

Octavian Milano

Octavian Milano

Financial Advisor

Contact the Encino team

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