Certified Wealth Planning Advisors
In accordance with the We-Driven Mindset mentored at the Southern California Institute, we often work collaboratively with other advisors. Through SCI’s Certified Wealth Planning Advisor (CWPA) program, the below professional advisors have completed a program designed to help our teams work seamlessly together and work through all facets of the Advanced Wealth Planning Journey. Each of the Advisors below are independent of Strazzeri Mancini LLP (not employees), and have dedicated themselves to learning the skills to work collaboratively.
Jay Adcox
Certified Wealth Planning Advisor
Greg Banner
Certified Wealth Planning Advisor
Brad Barros
Certified Wealth Planning Advisor
Tim Bock
Certified Wealth Planning Advisor
Bill Boggs
Certified Wealth Planning Advisor
Monica Szakos Cramer
Certified Wealth Planning Advisor
Garrett D’Alessandro
Certified Wealth Planning Advisor
Tim Figueroa
Certified Wealth Planning Advisor
Ryan Foncannon
Certified Wealth Planning Advisor
Bill Fortner
Certified Wealth Planning Advisor
Lauren Gidley
Certified Wealth Planning Advisor
Daniel Guillen
Certified Wealth Planning Advisor
Alok Gupta
Certified Wealth Planning Advisor
Thom Hall
Certified Wealth Planning Advisor
John Joyce
Certified Wealth Planning Advisor
Sam Keck
Certified Wealth Planning Advisor
Jeff Kim
Certified Wealth Planning Advisor
Keren Lopez
Certified Wealth Planning Advisor
Ian Maxwell
Certified Wealth Planning Advisor
Peter McMahon
Certified Wealth Planning Advisor
Alison Mueller
Certified Wealth Planning Advisor
Arkady Milgram
Certified Wealth Planning Advisor
Mark Miller
Certified Wealth Planning Advisor
Phil McNulty
Certified Wealth Planning Advisor
Tim Neller
Certified Wealth Planning Advisor
Kurt Rauzi
Certified Wealth Planning Advisor
Dallas Richardson
Certified Wealth Planning Advisor
Simon Singer
Certified Wealth Planning Advisor
Braezen Subick
Certified Wealth Planning Advisor
Steph Thiel
Certified Wealth Planning Advisor
Alan Topchik
Certified Wealth Planning Advisor
Nick Weber
Certified Wealth Planning Advisor