Embarking on Financial Adventures
Jason J Wiley
Financial Advisor
Helping Business Owners to Prosperity, from One Entrepreneur to Another
Strategic Partners
Our firm is fortunate to have established strategic partnerships with other advisors, enabling us to engage in joint work that fuels innovation and drives impactful solutions. We leverage each other's strengths, expertise, and resources through collaborative efforts to tackle complex challenges and seize exciting opportunities.
Helena Rosenthal
MBA, MPH
Financial Advisor
Helena's financial planning team empowers high-net-worth professionals to accelerate wealth accumulation, pay less taxes, and live life by design. Committed to a seamless customer journey, her team includes highly respected CPAs, CFAs, CFPs, attorneys, estate planning experts, and business development thought leaders.
As a Beverly Hills Health and Safety Commission Commissioner, Helena is passionate about civic servitude. She attended Dartmouth for college and graduate school (Masters of Public Health).
Helena also holds an MBA from UCLA Anderson.
Bromley T Palamountain
Financial Advisor
Bromley works with driven and successful professionals to create a roadmap to secure financial independence for their families and protect what is most important to them. He takes a holistic approach to financial planning and customizes a plan unique to each client. His team focuses on tax efficiency and wealth preservation over the long term and seeks to add value with each client meeting we conduct.
Sandeep Gupta
MBA, CFP®, ChFC®, RICP®, CAP®
Wealth Management Advisor and Co-Founder
Sandeep specializes in helping families plan for their complete financial future. It's all about the comforting feeling you get when you know that you are growing wealth efficiently and helping to protect what's most important to you.
Your Financial Team
Guided by a common purpose, our team embraces challenges as opportunities for growth, and we take pride in delivering exceptional outcomes that make a meaningful impact.
Samuel A Coan
Director of Operations
Sam was born and raised in Washington D.C. and is now enjoying living in Los Angeles and working in the Manhattan Beach office. He graduated from Occidental College in May of 2023 and was a member of the Division III tennis team. He was also a Northwestern Mutual intern throughout his time at Occidental and has utilized the internship to provide support and allow for efficiency within Bromley’s practice. He strives for the highest level of customer service within the financial services industry ultimately providing an elite financial planning experience. He is dedicated, driven by competition, and is looking forward to continued success and growth as a member of Jason's team!
You can reach Sam at (213) 341-2542.
