At Itzen Wealth Management (IWM), we believe that we have established ourselves as an outstanding wealth management services office in the Inland Empire with a commitment to putting our clients’ needs first. Since opening our doors, dedication, innovation and relationships are the foundation of our business. When we look to our future, we’ll continue to provide comprehensive financial advice and a broad range of strategies to take on a more impactful role in this market focusing on helping our clients thrive.


Our advisors

Our team

Karen Christiansen

Karen Christiansen

Paraplanner

Personal Intro

Bachelor of Arts, 1988- University of California- Los Angeles

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Samantha Zermeno

Samantha Zermeno

Financial Planning Assistant