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Family members with special needs: How to plan for their financial well-being

Pier View Group

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Reva Shakkottai, NMLS # 1507388, and Rachel Thurman, NMLS # 2704472 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Reva Shakkottai, NMLS # 1507388, and Rachel Thurman, NMLS # 2704472 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Reva Shakkottai, NMLS # 1507388, and Rachel Thurman, NMLS # 2704472 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Pier View Group

Phone: 310-387-0228

Reva Shakkottai, CFA

Managing Director - Branch Director,
Senior Portfolio Manager

Phone: 310-785-4523
Cell: 310-259-1603

Rachel Thurman, CDFA®, MBA

Financial Advisor

Phone: 310-387-0228
Cell: 310-387-0228

Alyssa Titus

Senior Investment Associate

Phone: 310-647-8050
Cell: 310-616-6488

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Manhattan Beach
2361 Rosecrans Avenue, Suite 460
El Segundo, CA 90245
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