Patrick McKiernan, C(k)P®

Senior Vice President - Branch Director, Institutional Consulting Group

626-204-2141 | Email |
626-568-0660

Patrick McKiernan is the lead partner of the McKiernan/Previant Group at
RBC Wealth Management based out of Pasadena, California, and also serves as the Branch Director of the RBC Pasadena branch. He has been providing investment consulting services to institutions and families since 1996. Patrick is a Senior Vice President-Financial Advisor and a member of the Institutional Consulting Group with RBC Wealth Management and holds the Certified 401(k) Professional Designation, administered by The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. The C(k)P® Designation identifies financial professionals who have the knowledge and experience to potentially favorably affect the outcome of corporate retirement plans. In addition, he is a member of the National Association of Pension Advisors and has been a panelist and speaker for industry events.

Prior to his current role with RBC Wealth Management, Patrick was a Corporate Client Director at Morgan Stanley and was responsible for training advisors in the firm's Los Angeles complex.

Wes Previant, C(k)P®, CFP®

Vice President - Financial Advisor, Private Client Group, Institutional Consulting Group

626-204-2142 | Email

Wes Previant is a Vice President – Financial Advisor and member of the Institutional Consulting Group at RBC Wealth Management. After completing the required coursework at the College of Financial Planning, he received his CERTIFIED FINANCIAL PLANNER™ certificate. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning. Wes is also a Level II CFA Candidate and holds the Certified 401(k) Professional Designation, administered by The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. The C(k)P® Designation identifies financial professionals who have the knowledge and experience to potentially  favorably affect the outcome of corporate retirement plans.

Wes began his financial services career in 2000 working with E*TRADE Financial as a compliance manager. In 2004 he joined Merrill Lynch as part of the firm's Private Client Group. After moving the practice to Smith Barney in 2005, Wes spent 7 years as a financial planner before being asked to be the Regional Retirement Director for the Western Division for Morgan Stanley. He directly consulted to investment committees of nonprofit organizations, public and private companies.

Wes is a longtime volunteer with Manual Arts High School in South Central L.A. where he teaches high school students financial literacy. He lives in Pasadena with his wife and son and regularly visits Minnesota where his family still maintains the small farm the he grew up on

Alisha Wesser

Investment Associate

626-204-2143 | Email
626-568-0660

Alisha Wesser has over ten years’ experience in financial services industry. Before joining Pat and Wes at RBC’s Institutional Consulting Group she worked on teams with Merrill Lynch’s Private Banking and Investment Group and Morgan Stanley’s Private Wealth. She is Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law) and Series 65 (Uniform Investment Adviser) registered. Alisha is a recipient of RBC Wealth Management's Award of Excellence for her exceptional contributions and exemplary service. She holds her Bachelor’s degree in Business Management Economics from University of California, Santa Cruz. 

She serves on the Linda Vista Children’s Center Executive Board as Vice President and a board member of the Flintridge Sacred Heart Academy Alumnae Association. She plays classical piano, enjoys long distance running and lives in La Crescenta with her husband Joel and two boys Liam (4) and Colin (3).