Patrick McKiernan, C(k)P®

Senior Vice President - Branch Director, Institutional Consulting Group

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

Patrick McKiernan is the senior team member of the McKiernan/ Previant Group at RBC Wealth Management based out of Pasadena, California, and also serves as the Branch Director of the RBC Wealth Management 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 help 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 seven 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 non profit organizations, public and  private companies.

Wes is a long time 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 their newborn son, Luke. He regularly visits rural Minnesota where his family still maintains the small farm that he grew up on.

Alisha Wesser

Branch Service Manager/Registered Client Assoc

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

Alisha is the Registered Client Associate for the McKiernan Previant Group. She assists plan participants and sponsors with administrative and technical issues.

Alisha was a Financial Planning Associate and Registered Client Associate with Morgan Stanley’s Private Wealth Management since 2010. She previously worked for Merrill Lynch's Private Banking and Investment Group and, beforehand, ING's Financial Network.  She has been in Private Wealth client services for over ten years.

Alisha graduated from University of California, Santa Cruz with a B.A. degree in Business Management Economics and focus in Accounting.  Alisha currently serves on the Flintridge Sacred Heart Academy Alumnae Board and the Linda Vista Children’s Center Board of Directors. Alisha grew up in Pasadena and currently lives with her husband and two sons in Altadena, CA.  She loves to run and ski.