Adam Kreutner

Adam Kreutner, CEPA®, CFP®

Senior Vice President - Financial Advisor, Senior Consulting Group

310-205-7717
Email |

Ethan Mendelson, CFP®

Senior Financial Associate

310-205-7750

Amanda Sabo, APP

Investment Associate

310-887-4443

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.

advisor

Wealth Management Banker


advisor

Wealth Strategist


advisor

Trust Consultant


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