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

Derek Johnson

Derek Johnson

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Derek Johnson Visit Derek Johnson's website
Linda L Itzen

Linda L Itzen

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Linda L Itzen Visit Linda L Itzen's website
Adam Guzkowski

Adam Guzkowski

CIMA®

Financial Advisor

Investment Manager
Learn more about Adam Guzkowski Visit Adam Guzkowski's website
Cameron Lowe

Cameron Lowe

MBA

Associate Financial Advisor

Financial Planning Specialist
Learn more about Cameron Lowe Visit Cameron Lowe's website

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