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John Perry, CPFA, CDS

Sr. Vice President, Wealth Advisor
Education and Credentials
Book a Complimentary Consultation

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Career Highlights
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Why did you get into wealth management?
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Schedule a Meeting with
John
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
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Other Team Members

Tony Walsh
Chief Operating Officer
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Michelle Nanoff
Senior Client Service Associate
Derek Ruan
Associate Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Rich Winer
Vice President, Wealth Advisor
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Josh Lev
Alternative Investment Associate
Samantha Orellana
Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Eric Hua
Portfolio Manager
Daisy Stinson
Client Service Associate
James Cordle
Senior Trader
Flavia Nunes
Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Spencer Mittin
Client Service Associate
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Airene Williamson
Chief Legal Officer
Cecilia Escobar
Senior Client Service Associate
Summer Larzelere
Senior Tax Consultant
Cole Murphy
Business Development Associate
Katherine Neto, AWMA®
Client Service Associate
Maddie Zakarian
Administrative Specialist
Tyler Resh
Chief Growth Officer
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Joshua Fein
Controller
Roger Lopez
Wealth Advisor
Kingsley Choi
Wealth Advisor
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Sam Sosa, J.D.
Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Nina Weiss
Client Service Associate
Joseph Brandolino
Client Service Associate
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Justin Iskander, CPA
Wealth Advisor
James Cotton
Operations Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Lexi Shaheri
Client Service Associate
Pete Alliegro, CFA
Director of Business Development
Morten Roness, MBA
Vice President, Wealth Advisor
Nick Sailer
Investment Analyst
Kim Zajic
Chief Administration Officer
Mike Janis
Sr. Vice President, Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Teddy Weber, CPA
Tax Associate
Leonard Green
Compliance Manager
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Nicolo Gori
Client Service Associate
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Bardia Maghami
Fund Operations Associate
Alexis Prigo
Executive Assistant
Lisa Tashtchian
Business Development Coordinator