Paul A. Fea

Senior Vice President - Financial Advisor, Consulting Group

310-647-8057
Email |

Luis Gutierrez, CFP®

Senior Financial Associate

310-647-8051

Mario Gutierrez

Client Associate

310-647-8056

Roya Salehirad

Vice President - Senior Financial Associate

310-647-8058

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 Strategist


advisor

High-Net-Worth Lending Consultant


advisor

High Net-Worth Lending Specialist


advisor

Wealth Management Banker


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