Martin Klein bio photo

Martin Klein

Managing Director - Financial Advisor, Senior Portfolio Director Group

949-720-8944
Jeff Labarthe bio photo

Jeff Labarthe

Vice President - Financial Advisor

949-720-8932
William Klein bio photo

William Klein

Financial Advisor

949-720-8929
Susan Pistacchi bio photo

Susan Pistacchi

Client Associate

949-720-8995

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


advisor

High-Net Worth Annuity Consultant


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