Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
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Louis P. Abel, CFA, CAIA
Partner
Rozeta Abovian, CTFA
Gary Arakawa, CFA, CFP®
Richard Azarloza, CFA, CFP®
Partner & Market Leader
Craig Burger, CFA
Andrea Casas
Associate
Cecilia Chen, CFA
Principal
Katrin Doyle
Rebecca Dutka, CFA
Victoria Flores-Manrique, CTFA
Senior Associate
Jeffrey Glassman
Delia Hernandez
Chris Jameson, CRPC®
Amy Lange, CFA, CFP®
Kristen LaSasso
Dwight Liu
Phong Luu, CFA
Eda Niño
Javier Ordaz
Alex Saikali
Scott Swanson, CFA
Sue Takano
Todd Walklett, CFA, CFP®
Kim Wilkinson
Susan Wolf
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