Your Southern California team

Outside of your branch director and local office support, you have an experienced team of professionals based out of Southern California helping remove obstacles and seeing you can efficiently service your clients.

Michelle Colombo

Michelle Colombo

Vice President - Complex Assistant Manager, Complex Assistant Manager

619-699-7171

Terri Folkins

Vice President - Complex Assistant Manager

619-699-7152
Nona Agbo

Nona Agbo

Complex Assistant Manager

310-205-7798

Emily Kerne, CFP®

Complex Assistant Manager

310-205-7757
La Trese Roseby

La Trese Roseby

Senior Administrative Complex Assistant

310-205-7795

Client Strategies Team

With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.

advisor

Wealth Management Consultant


advisor

Wealth Strategist


advisor

Echelon Wealth Strategist


advisor

Wealth Management Banker


advisor

Wealth Planning Associate


advisor

Trust Consultant


advisor

Retirement Plan Consultant


advisor

Insurance and Annuity Consultant


advisor

Alternative Investments Consultant


City National Bank banking advisor

City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy. 

CNB MEMBER FDIC cnb.com Equal Housing Lender, NMLSR #536994

advisor

Senior Banking Advisor


advisor

Senior Banking Advisor


advisor

Vice President - Senior Banking Advisor