Associates

Diamond Bar
20955 Pathfinder Rd
Suite 110
Diamond Bar, CA 91765

• 

  Brent J. Beverly, CFP®

  President, Senior Associate
  Investment Advisor Representative

  View Profile
• 

  Christian F. Li, CFP®

  Vice President, Senior Associate
  Investment Advisor Representative

  View Profile

Support Team

• 

  Steven Birckett, CFP®

  Advisory Services Associate

  View Profile
• 

  Manuel F. Chinchay, CFP®

  Investment Advisor Representative

  View Profile
• 

  Kim Westerman-Broer

  Business Manager

  View Profile
• 

  Vivian Monahan

  Investment Services Coordinator

  View Profile
• 

  Karla Drouet

  Investment Services Assistant

  View Profile
• 

  Pene Birckett

  Client Relations Associate

  View Profile
• 

  Melinda Saunders

  Client Concierge

  View Profile

Torrance
3480 Torrance Blvd
Ste 102
Torrance, CA 90503

• 

  Gregory P. Schill, CFP®

  Senior Associate
  Investment Advisor Representative

  View Profile
• 

  Maria Piechocki

  Administrative Manager

  View Profile