Tim Bockhold

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

949-720-8981

Ryan Bockhold

Associate Vice President - Financial Advisor

949-720-8912

Armando Gonzales

Senior Registered Client Associate

949-720-8951

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

Internal Wealth Strategist


advisor

High-Net Worth Annuity Consultant


advisor

Senior Vice President, Director of Portfolio Advisory Group


Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields