Marc

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

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

310-205-7758
Sirus

Sirus Turkzadeh, CFP®, CPFA®

Associate Vice President - Financial Advisor

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.

Michael DiGiuseppe

High Net-Worth Lending Specialist


Matt Franks

High-Net-Worth Lending Consultant