Kevin Caputo, CFP®, CIMA®

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

310-785-4547
Email |

Billy Brandenberger

Senior Vice President - Branch Director

512-708-6328
Email |

Michael Chung, CFP®

Associate Vice President, Senior Financial Associate

310-785-4510
Email |

Meet Kevin and Michael

An introduction with two members of the LIFETRAC Investment Group.

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 Consultant


advisor

Trust Consultant


advisor

High-Net Worth Annuity Consultant