Knowledge Powered by experience
Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.
Justin S. Demko, CPM®
Managing Director - Wealth Management
Private Wealth Advisor
Senior Portfolio Manager
Certified Portfolio Manager (CPM®)
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310-734-2389
Daniel Bemel, CDFA
Senior Vice President - Wealth Management
Financial Advisor
Private Wealth Advisor
Certified Divorce Financial Analyst (CDFA®)
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310-734-2392