Financial Profiles Archive

	Title	Issue
	Signature Estate & Investment Advisors, LLC Vince A. DiLeva, MS, CFP®, AIF®, Senior Partner, Eric C. Pritz, CFP®, CMFC, Senior Associate Edited by Laura Watts	November 2012
	EP Wealth Advisors, Inc. Kevin J. Ashworth, CFA, Patrick G. Goshtigian, CFA Derek H. Holman, CFP®, AIF®, Brian E. Parker, CFP®, Ryan S. Serrecchia, CFP® Edited by Laura Watts	November 2012
	IDB Bank Tricia Littman, First Vice President, U.S. Private Banking/Wealth Management & Sahar Shadsirat, Vice President, U.S. Private Banking Edited by Laura Watts	November 2012
	Premier Bank of Palos Verdes Randall Hata, Executive VP & CFO, Jocelyn Padadakis, VP, Branch Manager John, Polen, President & CEO, Debbie Richardson, Senior VP,Corporate Development, John Turner, Senior VP, Corporate Banking Edited by Laura Watts	November 2012
	Wendell Charles Financial Evan Kirkpatrick, CEO & Chief Investment Strategist Edited by Laura Watts	November 2012
	Dax & Associates Brad Chapman CFP®, Financial Advisor, Erin Osborne, Financial Advisor, Allison Hayes, Client Service Manager Edited by Laura Watts	November 2012
	Watermark Home Loans Regan Hagestad, Director of Mortgage Banking Edited by Laura Watts	November 2012
	Wells Fargo Private Bank Jocelyn Diosomito, Regional Private Banker, Wells Fargo Bank, N.A., David A. Weitzel, VP/Private Banker, Wells Fargo Private Bank, J. Peter Barbara, Senior VP/Wealth Advisor, Wells Fargo Private Bank, John Arensdorf, Senior Financial Advisor, Wells Fargo Edited by Laura Watts	November 2012
	Morgan Stanley Lisa Garey, Senior Vice President - Wealth Management Financial Advisor Edited by Laura Watts	November 2012
	RBC Wealth Management/SB Wealth Strategies Pat Severo, CIMA®, Financial Advisor Edited by Laura Watts	November 2012

Signature Estate & Investment Advisors, LLC

Vince A. DiLeva, MS, CFP®, AIF®, Senior Partner, Eric C. Pritz, CFP®, CMFC, Senior Associate

Edited by Laura Watts

November 2012

EP Wealth Advisors, Inc.

Kevin J. Ashworth, CFA, Patrick G. Goshtigian, CFA Derek H. Holman, CFP®, AIF®, Brian E. Parker, CFP®, Ryan S. Serrecchia, CFP®

Edited by Laura Watts

November 2012

IDB Bank

Tricia Littman, First Vice President, U.S. Private Banking/Wealth Management & Sahar Shadsirat, Vice President, U.S. Private Banking

Edited by Laura Watts

November 2012

Premier Bank of Palos Verdes

Randall Hata, Executive VP & CFO, Jocelyn Padadakis, VP, Branch Manager John, Polen, President & CEO, Debbie Richardson, Senior VP,Corporate Development, John Turner, Senior VP, Corporate Banking

Edited by Laura Watts

November 2012

Wendell Charles Financial

Evan Kirkpatrick, CEO & Chief Investment Strategist

Edited by Laura Watts

November 2012

Dax & Associates

Brad Chapman CFP®, Financial Advisor, Erin Osborne, Financial Advisor, Allison Hayes, Client Service Manager

Edited by Laura Watts

November 2012

Watermark Home Loans

Regan Hagestad, Director of Mortgage Banking

Edited by Laura Watts

November 2012

Jocelyn Diosomito, Regional Private Banker, Wells Fargo Bank, N.A., David A. Weitzel, VP/Private Banker, Wells Fargo Private Bank, J. Peter Barbara, Senior VP/Wealth Advisor, Wells Fargo Private Bank, John Arensdorf, Senior Financial Advisor, Wells Fargo

Edited by Laura Watts

November 2012

Morgan Stanley

Lisa Garey, Senior Vice President - Wealth Management Financial Advisor

Edited by Laura Watts

November 2012

RBC Wealth Management/SB Wealth Strategies

Pat Severo, CIMA®, Financial Advisor

Edited by Laura Watts

November 2012

Financial Profiles Archive

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