Putting
people first.
Get to know our leadership team
Leadership at the Westlake Village office is dedicated to doing good for our clients, employees and community.
Cliff is a Financial Advisor who specializes in comprehensive planning for mid to senior level professionals with exceptional career trajectories. Cliff helps his clients create financial plans that are unique to their goals and priorities with a particular focus on tax efficiency.
Jennifer Frankel
Recruiter
Tanza Francisco
Office Manager