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, CPA
I 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,Ep'IV 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
Fp'IN,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 Board's 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