Wealth Advisors & Personal CFO’s
Los Angeles (Westlake Village)
Click on photos below for a brief biography
Adriane Lowe, CFP®, CLU®, ChFC®, ChSNC®
Certified Financial Planner™
Anthony Turcotte, Jr.
Managing Partner, Personal CFO
Roy Moon
Personal CFO
Claudina Fenley
Client Service Associate
WCG Team Members
Amber Kodad, CFP®, MBA
Director, Advisor Resource Center
Andrew D’Addio
Director, Practice Management Implementation
Brian Foley
Trading & Research Assistant
Dara K. Asuncion
Marketing Manager
Frances Campos
Director of First Impressions
Gabriel Adams, CFP®
Manager, Financial Planning
John “Jack” Ewing
MBA, CFO
John Stewart
Director of Operations
Josette Gentile
Compliance & Operations Assistant
Lisa Dashnaw
Operations Manager
Matthew Pierce, CFA®
VP, Trading and Research
Moira Cowan
Client Services Associate
Rafael Melendez
Financial Planning Coordinator Advisor Resource Center
Raymond Bell
Advanced Insurance Consultant
Reina Otsuka
Research Assistant Las Vegas
Shelley Echeverria
Chief Compliance Officer
Timorey Altamos
Director of First Impressions San Diego
