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Our Team

21

Certified Financial Planners™

As of 12/31/22

11+

Average Employment Years.
Our employees stay and grow with us.

As of 12/31/22

30

Accredited Investment Fiduciaries™

As of 12/31/22

14

MBAs

As of 12/31/22

Investment News
Best Places to Work for
Financial Advisors 2018-2023

Last received March 2023 based on survey submitted 10/19/22
using 2019-2021 data.Investment News conducted survey
in partnership with the Best Companies Group.

Los Angeles Business Journal
Best Places to Work 2017-2021

Last Received 8/4/21 based on 12/31/20 data.
LA Business Journal conducted survey in partnership
with the Best Companies Group.