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Get Started on Your Financial Life Plan Today

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Torrance Team

Together We Do More for You

Teamwork is at the heart of everything we do. You have more than just one Advisor – you have a collaborative team designed to serve your unique needs. The distinctive abilities and qualities of each team member are the key to giving you the best guidance, coaching you towards your real life goals.

Meet Your Financial Team

ROBERT WHEATLEY

MANAGING VICE PRESIDENT
chris molony

CHRIS MOLONY

VICE PRESIDENT OF WEALTH MANAGEMENT
michael bakhshi

MICHAEL BAKHSHI

VICE PRESIDENT OF WEALTH MANAGEMENT
mark hammill

MARK HAMMILL

WEALTH ADVISOR

KIMBERLY HARTSOCK

WEALTH ADVISOR

Contact Us

19191 S. Vermont Ave. Suite #650 Torrance, CA 90502 | Office: (310) 756-0600

Call Us To Get Started. (844) 356-4934