The Team

Our Advisors

Anna Blekher

Anna Blekher

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
CA Insurance #0H34320 AR License #1164587

VISIT MY WEBSITE

Eugene Weinstein

Eugene Weinstein

Private Wealth Advisor

More about me...

Designations

CFP®, MBA

Top Areas of Focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies

Education

University of Dallas - MBA - Financial Services, University of Texas at Dallas - Bachelor's Degree
CA Insurance #0M73282

VISIT MY WEBSITE