Pasadena

Find an advisor in the Pasadena Office who can assist with your financial goals. Our experienced advisors pride themselves in understanding your needs, and ensuring you have a comprehensive knowledge of the strategies used to achieve your investing goals. We help can help secure your future through our innovative approach.

SPECIALIZATIONS:

OUR ADVISORS

Matthew A. Wollmann, CDFA®

Vice President, Investments
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Jazmin Gabriela Carpenter

Vice President, Investments
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Chris Ellis, CFP

Vice President, Investments
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Harrison D. Gulla

Financial Consultant
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Patricia Hirata

Managing Director, Investments
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Andrew Hutcheson

Senior Vice President, Market Manager
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Robert Kennally

Financial Advisor
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James Kennally

Senior Vice President, Investments
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Johnathan Malinger

Managing Director, Investments
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David C. Smith

Managing Director, Investments
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Nobue Weber

Investment Associate
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EVENTS

Check back soon for our office events!