Financial planners in Woodland Hills, CA

HELPING
YOU ELEVATE YOUR FINANCIAL POTENTIAL

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The Woodland Hills, CA, team

Aura Carmi

Executive Director, Financial Planning

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Brendan McGillick

Executive Director, Financial Planning

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George Cleary

Director, Financial Planning

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James Selu

Director, Financial Planning

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Jennifer Shintani

Director, Financial Planning

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John Sperger

Director, Financial Planning

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Lance Blount

Director, Financial Planning

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Jaci Iannello

Director, Financial Planning

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Andrew Selu

Director, Financial Planning

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning