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Get Started on Your Financial Life Plan Today
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.
- Wealth & Asset Management
- Life Insurance
- 401(k) & Retirement Planning
- Saving for College
- Social Security
Meet Your Financial Team
ROBERT WHEATLEY
VP OF WEALTH MANAGEMENT
- Comprehensive Financial Planning
- Retirement Transition Planning
- Generational Planning
- Life Transition Strategies
- Alternative Solutions for High Income Earners
- Business Owners & Private Practices
CHRIS MOLONY
SENIOR VP OF WEALTH MANAGEMENT
- Investment & Income Planning Strategies
- 401(k) & Retirement Planning
- Wealth Management & Transfer
- Tax Strategies for High-Net-Worth Individuals and Business Owners
- College & Education Planning Strategies
MICHAEL BAKHSHI
SENIOR VP OF WEALTH MANAGEMENT
- Goal Planning & Investment Management
- College Savings Funding
- 401(k) & Retirement Planning
- Early Retirement Readiness
- Tax Strategies for Business Owners
KIMBERLY HARTSOCK
WEALTH ADVISOR
- Comprehensive Financial Planning
- 401(k) & Retirement Planning
- College & Education Planning Strategies
- Business Owners & Private Practices
- Wealth Creation & Protection Strategies
- Generational Planning