Fiduciary Wealth Management - Los Angeles, CA
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$2B Assets Under Management
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CREDENTIALS YOU CAN VERIFY
Your RVW Team
A Senior team of CPAs, Chartered Financial Analysts, financial planners, tax specialists and economists - working together on your plan, not in silos.
LEADERSHIP
Partners & senior advisors
Selwyn G.
CHAIRMAN & CHIEF STRATEGY
Jonathan G.
PRESIDENT & C.E.O.
Loren G.
SENIOR V.P. WEALTH ADVISOR
Jesse P.
V.P. STRATEGY
THE TEAM
Advisors, traders and client service
Shuey W.
V.P. WEALTH ADVISOR
Kelly S.
PORTFOLIO MANAGER
April T.
LIFE INSURANCE SUPERVISOR & COMPLIANCE ADMINISTRATOR
Jeffry N.
SENIOR EQUITY TRADER
Simon L.
SENIOR EQUITY TRADER
Mary Ann M.
HEAD OF CLIENT SERVICES
Simmons A.
CLIENT SUPPORT SPECIALIST
Joseph W.
FPWMP, ALTERNATIVE INVESTMENT MANAGER & OPERATIONS ASSISTANT
Kelly R.
SENIOR EQUITY TRADER
Dylan S.
HEAD OF CLIENT SERVICES
Morgan V.
CLIENT SUPPORT SPECIALIST
WORK WITH US
Meet the people who will handle your plan
Every RVW Wealth advisor is a highly qualified professional holding credentials such as CPA, Chartered Financial Analyst (CFA) or Personal Financial Planner (PFP). You will know exactly who is working on your behalf.
CALL THE OFFICE
(310) 945-4000
VISIT
1880 Century Park East, Suite 200
Los Angeles, CA 90067
