Marc

Marc Lipson, CPFA®, CPWA®, CRPC®, CRPS®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus, Institutional Consulting Group

Sirus Turkzadeh bio photo

Sirus Turkzadeh, CFP®, CPFA®

Vice President - Financial Advisor, Institutional Consulting Group

310-205-7766

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.