Our Advisors
Meet Our Valued Advisors
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Alice Amick, CFS®, AIF®
Financial Advisor
CA Insurance License #0F25052
10802 Bogardus Ave.
Whittier, CA 90603-3146
(562) 943-0720
Fax: (562) 943-0790
Alice@clgwm.com
www.awealthpro.com -
Melissa Andrizzi-Sobel
Investment Advisor Representative
Moran, Heising, McElravey, & Sowder, LLC
21250 Hawthorne Blvd., Ste. 560
Torrance, CA 90503
(310) 406-3080 ext. 312
(866) 406-3080 ext. 312
Fax: (310) 406-3082
MAndrizzi@smarterdecisions.com
www.smarterdecisions.com -
Eric Anspach
Financial Advisor
CA Insurance License # 0I11968
41870 Kalmia Street, Suite 145
Murrieta, CA 92562
Call (951) 477-9164
Text (951) 228-4465
eric@clgwm.com
www.clgwm.com -
Jon Bemis, CPA®, CFP®
Financial Advisor
4821 E. 2nd Street
Long Beach, CA 90803
(310) 329-5150 x215
Fax: (310) 217-9274
Toll-free: (800) 998-3642
Jon@clgwm.com -
Michael L. Bishop
Financial Consultant
CA Insurance License #0682616
41870 Kalmia Street, Suite 145
Murrieta, CA 92562
(951) 677-5115
Fax: (951) 677-5127
Toll Free: 800.691.0110
mike@clgwm.com -
Connor Campbell
Financial Advisor
CA Insurance License #0L43292
4821 E. 2nd Street
Long Beach, CA 90803
(310) 329-5150 ext. 205
Cell: (562) 305-9777
Fax: (310) 217-9274
Toll-Free: (800)998-3642
connor@clgwm.com -
Pamela C. Eckenrode, AIF®, CRC®, PPC™
Owner Partner | Financial Advisor
CA Insurance License #0B63459
4821 E. 2nd Street
Long Beach, CA 90803
Phone: (310) 329-5150 x203
Fax: (310) 217-9274
Toll-free: (800) 998-3642
pam@clgwm.com -
Kurt R. Ehmann, AIF®, PPC™
Owner Partner | Financial Advisor
CA Insurance License #0E62070
4821 E. 2nd Street
Long Beach, CA 90803
Phone: (310) 329-5150 x254
Fax: (310) 217-9274
Toll-free: (800) 998-3642
kurt@clgwm.com -
Paul Heising, MBA, CFP®
Financial Advisor
CA Insurance License #0D93783
Moran, Heising, McElravey & Sowder, LLC
21250 Hawthorne Blvd., Ste. 560
Torrance, CA 90503
(310) 406-3080, ext. 306
(866) 406-3080, ext. 306
Fax: (310) 406-3082
Heising@smarterdecisions.com
www.smarterdecisions.com -
Bryan Hernandez
Financial Advisor
CA Insurance License #0L85486
4821 E. 2nd Street
Long Beach, CA 90803
(310) 329-5150 ext. 261
Fax: (310) 217-9274
Toll-free: (800) 998-3642
bryan@clgwm.com -
Robert M. Koerner
Financial Consultant
CA Insurance License #0742816
4821 E. 2nd Street
Long Beach, CA 90803
(310) 329-5150 ext. 252
Fax: (310) 217-9274
Toll-free: (800) 998-3642
BobK@clgwm.com -
Ken Lee, CFP®
Financial Advisor
CA Insurance License #0B80452
4821 E. 2nd Street
Long Beach, CA 90803
(310) 329-5150 ext. 221
Fax: (310) 217-9274
Toll-free: (800) 998-3642
Ken@clgwm.com -
Lisa McElravey, CFP®
Financial Advisor
CA Insurance License #0D97694
Moran, Heising, McElravey & Sowder, LLC
21250 Hawthorne Blvd., Ste. 560
Torrance, CA 90503
(310) 406-3080 ext. 307
(866) 406-3080 ext. 307
Fax: (310) 406-3082
LMcelravey@smarterdecisions.com
www.smarterdecisions.com -
Jerry Mitchell, CFP®
Partner | Financial Advisor Chief Operating Officer
4821 E. 2nd Street
Long Beach, CA 90803
Phone: (310) 329-5150 x286
Fax: (310) 217-9274
Toll-free: (800) 998-3642
jerry@clgwm.com -
Richard P. Moran, CFP®
Senior Financial Advisor
CA Insurance License #0295570
Moran, Heising, McElravey & Sowder, LLC
21250 Hawthorne Blvd., Ste. 560
Torrance, CA 90503
(310) 406-3080 ext. 304
(866) 406-3080
FAX (310) 406-3082
RPMoran@smarterdecisions.com
www.smarterdecisions.com -
Kimberley Neff
Financial Advisor
Regional Address: 4821 E. 2nd Street
Long Beach, CA 90803
4774 Park Granada #8447
Calabasas, CA 91372
(818) 404-2442
Fax: (818) 626-3069
kim@clgwm.com -
David C. Neff, CFP®, CRPS®, AIF®
Financial Advisor
CA Insurance License #0C00462
Legacy Financial
17215 Studebaker Road, Suite 395
Cerritos, CA 90703
(562) 420-9060
Fax: (562) 724-6100
NeffD@LegacyFinancial.info
www.legacyfinancial.info -
Robert H. Sowder, CFS®, AIF®
Financial Advisor
CA Insurance License #0C31109
Moran, Heising, McElravey & Sowder, LLC
21250 Hawthorne Blvd., Suite 560
Torrance, CA 90503
(310) 529-7564
(310) 406-3080 ext. 305
(866) 406-3080 ext 305
Fax: (310) 406-3082
rsowder@smarterdecisions.com
www.smarterdecisions.com -
Dennis C. Smith
Principal/Advisor
Copiam Asset Management
4821 E 2nd Street
Long Beach, Ca 90803
(310) 329-5150 ext. 270
Cell: (562) 243-6912
dennis@copiam.net
www.Copiam.net
