Get Started

Get Started on Your Financial Life Plan Today








    We use cookies to ensure our visitors have the best browsing experience on our website.

    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

    Torrance - 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
    Torrance - Team

    KIMBERLY HARTSOCK

    WEALTH ADVISOR

    Contact Us

    19191 S. Vermont Ave. #400 Torrance, CA 90502 | Office: (310) 756-0600

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