Nicholas

Nicholas Ciriello, CIMA®

Managing Director - Financial Advisor, Senior Consulting Group

310-887-4446

Richard Petrie

Senior Investment Associate

310-887-4448

Jose Becerra

Investment Associate

310-887-4447

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

Trust Consultant


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Director of Wealth Strategies


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Echelon Wealth Strategist


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Echelon Wealth Strategist


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Wealth Strategist


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Wealth Planning Associate