Certified Wealth Planning Advisors

Click here to learn more about the CWPA program.

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.

Greg Banner
Certified Wealth Planning Advisor

Monica Szakos Cramer
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

Jason Giorgio
Certified Wealth Planning Advisor

Daniel Guillen
Certified Wealth Planning Advisor

Sam Keck
Certified Wealth Planning Advisor

Jeff Kim
Certified Wealth Planning Advisor

Arkady Milgram
Certified Wealth Planning Advisor

Mark Miller
Certified Wealth Planning Advisor

Alison Mueller
Certified Wealth Planning Advisor

Kurt Rauzi
Certified Wealth Planning Advisor

Dallas Richardson
Certified Wealth Planning Advisor

Simon Singer
Certified Wealth Planning Advisor

Alan Topchik
Certified Wealth Planning Advisor