ELDER ADVOCATES TRUSTED RESOURCE
FINANCIAL TEAMS
Chris Lee
Executive Director, Private Banking
J.P. Morgan
Orange County, LA County, and SD County
I orchestrate a team of specialists who utilize advanced planning strategies to deliver banking, lending, and wealth management services. I aim to be the single point of contact for individuals and private trustees.
Craig Cross
Managing Director, Co-Founder
Halbert Hargrove Global Advisors, LLC
West LA including Beverly Hills, Greater Long Beach, Northern Orange County.
Halbert Hargrove & Co was founded in 1933. Joined the firm in 1979. In 1989 Co-founded the successor Halbert Hargrove Global Advisors, LLC, a Registered Investment Advisor (RIA). HHGA is a fiduciary investment management...
Jeff Wimbish
Financial Advisor
Kensington Investment Counsel
Southern California
Jeff has been the managing partner of Kensington Investment Counsel (K.I.C.) since January 2010 and has been a partner since 2000. Before joining K.I.C. in 1999, Jeff worked as a financial analyst at Credit Suisse First ...
Jim Better
Long Term Care Financing Specialist
Essential Plans of Insurance
Southern California
Jim helps families and individuals with personal and group disability income insurance and long term care financing.
John C. Fleishman, CRPS® CRPC® QPFC
Financial Advisor
The Shadden Group at Morgan Stanley
Greater Southern California and across the USA
Broad experience in financial and retirement strategies for individuals, families, corporations and foundations. Team is recognized by both Forbes and Barron's as a Top Private Wealth Management Team and John a Five Sta...
Jonathan Royal
CFP® CKA® Financial Advisor
Liberty Capital Management
Orange County to Long Beach
Rob specializes in financial planning, portfolio management, and wealth management. He believes in developing long term relationships based on placing client’s interests first and understanding their personal objectiv...
Karen Codman
Investment Advisor Representative / Accredited Investment Fiduciary
Lunaria Wealth Management and Financial Planning
Long Beach, Cerritos, Los Alamitos, Seal Beach, Lakewood, North Orange County – Huntington Beach, and South Bay.
Karen joined the financial services industry in 1996 and has been responsible for the investments of hundreds of clients ever since. Because many people find managing their finances to be stressful and intimidating, she ...
Larry Holmes
Certified Public Accountant
Holmes & Associates, CPAs
Los Angeles County, Orange County and Riverside County
Larry Holmes founded Holmes & Associates, CPAs in 1986. After having tenure at E&Y, LLP (International CPA Firm), he recognized he wanted to come home to Long Beach and help the small businessman succeed in a world of la...
Lee Vieira
Loan Officer
Cherry Creek Mortgage
Seal Beach, Lakewood, Bellflower, Compton, Cerritos, Huntington Beach, Torrance, Carson, San Pedro, Cypress, Manhattan B... See More
Lee helps people who are looking to stay in their home without worrying about having to pay a mortgage payment and possibly pay off other obligations to make their lives earlier. His specialties include Reverse Mortgages...
Leslie Wiberg
Wealth Manager
WealthSpring
Long Beach, Orange County, South Bay
Leslie helps those getting ready to retire in the next 5-10 years and senior citizens who need financial guidance and/or assistance. As a Certified Financial Planner she helps with retirement planning, budgeting and esta...
Michael McCullough
President
McCullough Financial
While Michael is based in Irvine, CA, he serves clients both locally and nationwide.
Michael has over 15 years of experience in financial advisory services, specializing in investment, retirement, and tax planning. McCullough Financial was established in 2020 and he is dedicated to helping clients plan f...
Natalie Keam
Advisory Manager - Fiduciary Accounting Services
BPM LLP
Greater Southern California
Natalie manages the preparation of accountings for probate, estates, trusts, conservatorships and guardianships in accordance with the local probate code.
Samantha Garcia
Senior Wealth Advisor
Halbert Hargrove
Long Beach, Los Angeles, Orange County
As a Senior Wealth Advisor, a critical focus of Samantha’s role is creating trust relationships with her clients. She strives to understand their entire financial picture to help them reach optimal decisions—especial...
Tammy Wong
First Vice President - Team Leader (Specialty Banking/Trust and Estates/Fiduciary Banking)
Axos Bank
Long Beach, Los Angeles, Torrance
Tammy helps clients of Trust and Estate Attorneys in need of customized accounts. She accommodates the following types of accounts: Probate, Guardianships, Conservatorships, Special Needs Trust, and many more.
Tom Di Leo
Reverse Mortgage Specialist
New American Funding
Serving all of California
Tom Specializes in helping people 55 years of age or older, looking to improve their financial cash flow.