Vincent

Vincent Woo

Senior Vice President - Financial Advisor

310-683-6697
Email |

Brian Woo

Financial Advisor

310-683-6709
Email | |
Roobina

Roobina Yahya

Senior Investment Associate

310-683-6700

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

Wealth Planning Associate


advisor

Trust Consultant