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Meet Our Team

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Ryan

Lead Wealth Advisor 

Helping professionals and small business owners make sense of retirement planning to gain financial freedom

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Steve

Wealth Advisor 

Calculated know-how that enhances and leverages the already robust strategies to my clients. 

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Alex

Wealth Advisor

Specializing in Media/Advertising | organizing & managing their investment portfolios

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Tim

Registered Sales Assistant

Passionate about helping others achieve their financial goals and aspirations.

Al

Operations

 I help steer clients through the process of gaining control of their finances.

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Becky 

Operations

Over 25 years of administration experience and 7 years of corporate operations experience.

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Brandi

Operations

I have over 15 years of experience in customer service as an assistant.

CONTACT
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CONTACT
LUCENT ELM

OUR ADDRESS

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100 Wilshire Boulevard 

Suite 700

Santa Monica, CA 90401

Phone: (310) 775-2529

Mon-Fri: 8:00 AM - 5:00 PM

Sat-Sun: By Appointment

 

Click Here to Find Us

For any general inquiries, please fill in the following contact form:

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