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Glendale

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Hours: 9am - 5pm, Monday-Friday

505 N Brand Blvd., Suite #350
Glendale, CA 91203

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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 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. 


Stepan Keshishian

Stepan Keshishian, MBA, FSCP®

Managing Associate | Wealth Management Advisor

Victor  Chavez

Victor Chavez

Registered Representative

Sean Mounce

Sean Mounce

Wealth Management Advisor

Hector D. Guardado

Hector D. Guardado

Wealth Management Advisor

Bobby  Speer

Bobby Speer

Financial Representative

Khachatur  Abovyan

Khachatur Abovyan

Financial Representative

Mark  Gustafson

Mark Gustafson

Financial Representative

Sherman Chowrusmeekul

Sherman Chowrusmeekul

Financial Representative

Daniell  Alvarez

Daniell Alvarez

Financial Representative

Kenneth Theophin

Kenneth Theophin

Financial Representative

Justin Pechlert

Justin Pechlert

Managing Associate | Financial Professional

Rod Roberto

Rod Roberto, CExP™

Senior Vice President

Michael  Hess

Michael Hess, RICP

Vice President

Jonathan Barrera

Jonathan M. Barrera

Registered Representative

Luka Vujovich

Luka Vujovich

Financial Advisor

Charbel Ghaby

Charbel Ghaby, MBA, RICP®

Wealth Management Advisor

Christina Oh

Christina Oh

Financial Advisor

Aaron Domingo

Aaron Domingo

Financial Advisor

David Weinstein

David Weinstein

Director of Employee Benefits

Contact the Glendale team

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