Find a Wealth Advisor or Attorney
Leading Advisors
Largest Client Net Worth: $400 million
Harris myCFO®
Claudia B. Sangster
Director, Philanthropy, Estate & Trust Services; Director, Harris Charitable Fund Program
Los Angeles, CA 90067
Signature Estate & Investment Advisors LLC
Theodore E. Saadé
Senior Partner
Los Angeles, CA 90067
Total Firm Assets: $2.1 billion
Largest Client Net Worth: Confidential
Total Firm Assets: $280 million
Largest Client Net Worth: $130 million
The Sean Yu Group at MSSB
Sean Yu
Senior Vice President, Wealth Advisor, Portfolio Manager
Pasadena, CA 91101
Total Firm Assets: Confidential
Largest Client Net Worth: Confidential
Navigation Group Inc.
Carlo A. Panaccione
Cofounder and LPL Registered Principal
Redwood Shores, CA 94065
Total Firm Assets: Confidential
Largest Client Net Worth: $50 million
The Private Bank, Union Bank, N.A.
Carlee Harmonson
Senior Vice President and Regional Director
San Diego, CA 92101
Total Firm Assets: $85 billion
Mosaic Financial Partners Inc.
Norman Boone
Founder and President
San Francisco, CA 94108
Total Firm Assets: $450 million
Largest Client Net Worth: $30 million
Wood Gutmann & Bogart Insurance Brokers
Lupe Erwin
Director, Private Client Insurance Services
Tustin, CA 92780
01/18/12
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