Our advisors

Advisor photo for Matthew G Graf

Matthew G Graf

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Matthew G Graf Visit Matthew G Graf's website
Advisor photo for Kevin Grauer

Kevin Grauer

CFP®, CRPC, APMA

Private Wealth Advisor

Managing Director of Park West Wealth Management
Learn more about Kevin Grauer Visit Kevin Grauer's website
Advisor photo for Eric H Friedman

Eric H Friedman

CFP®, APMA, CRPS

Financial Advisor

Vice President of Park West Wealth Management
Learn more about Eric H Friedman Visit Eric H Friedman's website
Advisor photo for Alexander Carr

Alexander Carr

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Alexander Carr Visit Alexander Carr's website
Advisor photo for Brent Roehrich

Brent Roehrich

CRPC, APMA

Financial Advisor

Learn more about Brent Roehrich Visit Brent Roehrich's website


Our team

Rich Wu, CFP

Rich Wu, CFP

Practice Manager

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Accredited Portfolio Management Advisor SM
  • Accredited Wealth Management Advisor SM
  • Chartered Retirement Planning Counselor SM
  • Chartered Retirement Plans Specialist SM
View more
Belina Libritz

Belina Libritz

Paraplanner

Zachary Spero, CFP

Zachary Spero, CFP

Financial Planning Specialist