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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

chris molony

Chris Molony

Senior Vice President of Wealth Management
Investment & Income Planning Strategies
401(k) and Retirement Planning
Wealth Management & Transfer
Tax Strategies for High-Net-Worth Individuals & Business Owners
College & Education Planning Strategies

Michael Bakhshi

Senior Vice President of Wealth Management
Goal Planning & Investment Management
Tax-Efficient Wealth Accumulation
Tax Strategy for Business Owners
Retirement Planning & Early Retirement Readiness
401(k) Plan Installation & Distribution

Contact Us

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

Get Started on Your Financial Life Plan Today