Meet our team

Since 1987, the goal of The PVG Group has been to provide financial advice, guidance and investment management to thriving clients. We are committed to sharing our experience, professional knowledge and network in order to serve you. Our disciplined process of wealth management is not just about investments, estate planning services and education savings. It is about you.

In addition, many of us have chosen to further our knowledge by attaining advanced industry credentials and designations to increase the value we bring to addressing your financial challenges.

Larry Prutch

Larry Prutch, AIF®, CEPA®, CFP®, CIMA®, CPM®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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image of Cengiz Volkan

Cengiz Volkan, AIF®, CEPA®, CIMA®, MBA

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Alan Goldstein

Alan Goldstein

First Vice President - Financial Advisor

Neil Fujita

Neil Fujita, CEPA®, CFP®

Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus


Teresa Ortega

Senior Registered Client Associate

Jane Tran

Jane Tran, CFP®

Investment Associate

Edward Haus

Edward Haus

Registered Client Associate


Are you looking for a higher level of service from your financial advisor?

You deserve exceptional service, let’s chat.

A team with experience, history and credentials.

Reliable advice you can trust.

Contact us

We would value the opportunity to speak with you and answer any questions you may have.
Please contact us

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


Corporate and Executive Services