Experience

SteelPeak Wealth

• United States
• Financial Services
• 1 - 100 Employee

• Associate Vice President, Wealth Advisor, Financial & Retirement Planner, Asset Manager

  • Aug 2016 - Present

  As a wealth advisor for SteelPeak Wealth, I help people like you acquire and retain wealth, organize and manage their financial affairs, minimize taxes, and meet their most important life goals and aspirations. My services encompass all aspects of your financial life including: • Comprehensive financial planning • Investment management • Retirement planning • Insurance (Income and lifestyle protection) • Estate and legacy planning • Education funding My specialties include dynamic individual stock strategies and the utilization of alternative investments with no correlation to the stock or bond markets as an effective and higher-yielding substitute for bonds in the current rising interest rate environment. These investments have stable NAVs and pay high monthly income. If you own a business, I can help you establish cost-effective employee benefit and retirement plans, acquire low-interest personal and business financing, and plan for the continuity and succession of your business. My recommendations are based solely on your specific needs, circumstances and goals. As an Investment Advisor Representative of SteelPeak Wealth, I am a fiduciary and have a fiduciary obligation to act in your best interests at all times, disclose potential conflicts of interest, and place your financial interests ahead of my own and my firm's. For more information or to schedule a free financial consultation, please call me at (818) 835-8755. Show less



Winer Wealth Management, Inc.

• President and CEO

  • 1994 - Aug 2016



Andover Securities Corp.

• Vice President, Director, Shareholder

  • 1980 - 1998