La magazine 5 star award


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La magazine 5 star award

  1. 1. SPECIAL ADVERTISING SECTION 2011 FIVE STAR WEALTH MANAGERS INDEX OF WEALTH MANAGERS list compiled by Crescendo Business Services. Names in boldface also appear in the profiles that follow. Wealth Manager additional financial services: BP=Business Planning; CG=Charitable Giving; EP=Estate Planning; FP=Financial Planning; IN=lnsurance; IV=lnvestments; TS= Trust Services; TX= Taxation Dick Jacobson Alan McQueen Sean Richardson Joellen Wheeler Robert Gourley Crowell Weeden & Crowell Weedon & Morgan Stanley Smith Wells Fargo Advisors, LLC RD. Gourley & Company Company Company Barney Alan Whitman BP CG,TS EP FP Page 119 Morgan Stanley Smith Barney Barry Guterman Ari Kalan Russell Mohberg Patrick Russo EP. FP.IN Barry Guterman Attorney Morgan Stanley Smith Barney Regatta Capital Group Wells Fargo Advisors, LLC lain Whyte at Law Mike Moody Alex Salcedo Merrill Lynch EP Sean Kennally Morgan Stanley Smith Barney Dorsey Wright Money UnionBanc Investment BP. FP Rob Hagerty EP.IN Management Services AlienYee Stevens Lyon & Hagerty, CPAs FP EP, IN, TS Page 117 Guidant Planning FP Dennis Kotoff Wells Fargo Advisors, LLC Richard Moran Eric Seiter BP, EP, IN Page 114 Scott Harmon Moran Kimura & Heising Morton Capital John Zarchen Harmon Wong & 1m, CPAs Michael Kramer Wells Fargo Advisors, LLC FP Page 119 Management Wells Fargo Investments, LLC BP Todd Morgan BP. EP. FP Andrew Katz Sean Kraus Bel Air Investment Advisors Anthony Stella TAXATION Andrew L. Katz, CPA Citizens Trust BP, FP, TS Page 118 Robert Newman Wells Fargo Advisors, LLC Michael B. Allmon Barry Mathews Morgan Stanley Smith Barney Roger Stephens Micha.el B. Allmon & Barry E. Mathews, CPA Matthew Kuhn Associates Harris Financia I Advisors FP.IN Morgan Stanley Smith Bamey BP. EP BP. FP BP. EP. FP Richard Matlock EP, FP. TX Dana Pearl Oppenheimer & Company Todd A. Sterling RandiBach Richard E. Matlock, CPA Greg Kushner EP. FP Thrivent Financial RandiBach,CPA TS Lido Advisors EP, IN Page 117 EP, FP Page 118 Sheila Morris FP Page 119 David Penn. Southwest Securities Christine Stern Gary Belz Sheila Morris, CPAI Ben Lee EP, FP Page 116 AFTRA-SAG Federal Credit White Nelson & Company BP. TS Wells Fargo Investments, LLC John Petrick Union/LPL Financial Dana Brenner Derrick Rogers Perennial Financial Services EP. FP.IN Brenner Berman & D.A. Rogers & Associates Ronald Levenson Associates BP. EP. FP Jennifer Stewart BP. EP. FP LPL Financial BP, EP FP Carmen Portnoy Morgan Stanley Smith Bamey Andrea Roschke Merrill Lynch EP. FP Lynell Chun Roschke & Wall Business Brad Levin RBZ EP, FP. TS Mark Sudol Advisors & CPAs LegacyWealth Partners BP, EP, FP Page 111 Caleb "Spuds" Powell The Sudol Group Wealth BP EP. FP, TX Kayne Anderson Rudnick Management Specialists Lewis Cohen Paul Scholz MaxLile Wealth Management EP. FP. IN Kaufman Rosenberg & Onisko & Scholz, CPA Morgan Stanley Smith EP. FP, TX Paul Taghibagi Cohen,CPAs EP Barney Signature Estate & BP,EpIV Charles Schwager EP, FP Page 119 Andrew Price Morgan Stanley Smith Bamey Investment Advisors Yolanda Collins Barkin Perren Schwager Adriane Lowe Yolanda Collins, CPA EP. FP BP. EP. FP & Dolan Mass Mutual BP. CG, FP Eric Pritz Tetsu Tanimoto BP. EP EP. FP, IN Signature Estate & Merrill Lynch Yoram Dor John Tapp Chris Luechtefeld Investment Advisors BP, EP. FP Dor Freedman Dor & Dow Tapp Tapp & Ng Morgan Stanley Smith BP. EP. FP Arnetta Tolley EP. FP. TS BP. EP, FP Barney EP, FP, TS Page 113 La rry Prutch Edward Jones Linda Dorfmont Douglas Venturelli Merrill Lynch Michael Tomlinson Linda Dorfmont Certified Venturelli, Cary & Company Richard Luechtefeld FP.TS Wells Fargo Advisors, Financial Planner BP. EP Morgan Stanley Smith LLC BP. EP JamenWurm Barney Dennis Ray EP, FP, TS. Page 113 Financial West Group Page 117 David Flamer Goehner Accountancy FpIN,TX Christopher Van Horn David R. Flamer BP, EP, TS, Bruce Mandel Accountancy Corporation Oakwood Capital Anthony Reed Wells Fargo Advisors, LLC Freeman H. Welch BP. EP Management Millennium Investment EP, FP, TX Services Wells Fargo Advisors, LLC Steve Frankiel EP, FP, TX Page 116 Steve Frankiel, CPA. Jay Marshall Brian Werdesheim BP RBC Wealth Management Ronald Reid The Summa Group Of EP FP, IN Morgan Stanley Smith Barney Oppenheimer Steven Freeman EP, FP, IN EP, FP Freeman & Associates James Mayorkas Accountancy Wells Fargo Advisors, LLC Diana Reyes Jeffrey Werdesheim BP Andrew McDonald Edward Jones The Summa Group Of StockCross Financial Oppenheimer EP. FP Certified Financial Planner Board ofStandards Inc. owns the certification marks CFP ~ CERTIFIED FINANCIAL PLANNER ™ the federally registered CFP (with flame logo) in the U.s., which it awards to individuals and who successfully complete CFP Boards initial and ongoing certification requirements. The Chartered Financial Consultant credential fChFC®] is afinancial planning designation awarded by The American College. JANUARY 2011 1 LOS ANGELES 1107