Glendale
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Phone:
Hours: 9am - 5pm, Monday-Friday
505 N Brand Blvd., Suite #350
Glendale, CA 91203
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 Glendale
Glendale, California, nestled in the Verdugo Mountains and located just northeast of Los Angeles, is a vibrant and diverse city known for its rich cultural heritage and thriving community. With a population of around 200,000, Glendale boasts a unique blend of residential, commercial, and recreational spaces. It is home to the renowned Americana at Brand, a bustling outdoor shopping and entertainment complex, and the historic Alex Theatre, which hosts a variety of performances and events. Glendale also offers ample green spaces, such as Brand Park and Deukmejian Wilderness Park, providing residents and visitors with opportunities for outdoor activities and stunning views.
Phil Kang, CExP™
Managing Partner
Hank Norman, CExP™
Wealth Management Advisor
Charbel Ghaby, MBA, RICP, CExP
Wealth Management Advisor
Austin Guenthner
Wealth Management Advisor
Victor Chavez
Registered Representative
Sean Mounce
Wealth Management Advisor
Michael Hess, RICP
Vice President
Christina Oh, CFP® ChFC®
Financial Advisor
Aaron Domingo
Financial Advisor
Rich Kettley
Vice President of Marketing and Development
Rosa Hotz
Chief of Staff
Jimmy Kim
Financial Representative
Winston Stearns
Wealth Management Advisor