Meet Our Investment Professionals
Click the City Links Below to Locate a Professional Near You
Charles “Dan” D. Neff
Financial Consultant
Affiliated with CLG, LLC
Westlake Capital Advisors
28720 Roadside Drive, Suite 170
Agoura Hills, CA 91301
- (p) 818-435-2265
- (f) 818-435-2160
- (e) danneff@legacyfinancial.info
Kimberley “Kim” K. Neff
Financial Advisor
Affiliated with CLG, LLC
23526 Windom St
West Hills, CA 91304
- (p) 818-404-2442
- (m) 818-404-2442
- (f) 818-626-3069
- (e) Kim@clgwm.com
David C. Neff, CFP®, CRPS®, AIF®
Financial Advisor
Legacy Financial
Affiliated with CLG, LLC
17215 Studebaker Road, Suite 331
Cerritos, CA 90703
- (p) 562-420-9060
- (f) 1-562-724-6100
- (e) neffd@legacyfinancial.info
James “Jim” E. Ives
Financial Planner
Legacy Financial
Affiliated with CLG, LLC
17215 Studebaker Road, Suite 331
Cerritos, CA 90703
- (p) 562-420-9060
- (direct phone) 323-256-1099
- (m) 323-256-1099
- (e) jimives@legacyfinancial.info
Anthony Pfaff
Financial Consultant
Legacy Financial
Affiliated with CLG, LLC
17215 Studebaker Road, Suite 331
Cerritos, CA 90703
- (p) 562-420-9060
- (f) 562-321-9658
- (e) anthony@legacyfinancial.info
John D. Cartwright
Partner
Financial Advisor
CLG Wealth Management
Affiliated with CLG, LLC
4821 E. 2nd Street
Long Beach, CA 90803
- (p) 310-329-5150 ext. 306
- (f) 310-217-9274
- (e) john@clgwm.com
Jon W. Bemis, CPA, CFP®
Financial Advisor
Affiliated with CLG, LLC
4821 E. 2nd Street
Long Beach, CA 90803
- (p) 310-329-5150 ext. 215
- (direct phone) 310-377-7914
- (f) 310-217-9274
- (e) Jon@clgwm.com
Sara Jane Davis, CFP®
Financial Advisor
Affiliated with CLG, LLC
4821 E. 2nd Street
Long Beach, CA 90803
- (p) 310-329-5150 ext. 242
- (toll free) 800-998-3642
- (f) 310-217-9274
- (e) SaraJane@clgwm.com
Pamela C. Eckenrode, AIF®, PPC™
Partner/Financial Advisor
CLG Wealth Management
Affiliated with CLG, LLC
4821 E. 2nd Street
Long Beach, CA 90803
- (p) 310-329-5150 ext. 306
- (f) 310-217-9274
- (e) pam@clgwm.com
Kurt R. Ehmann, AIF®, PPC™
Partner/Financial Advisor
CLG Wealth Management
Affiliated with CLG, LLC
4821 E. 2nd Street
Long Beach, CA 90803
- (p) 310-329-5150 ext. 254
- (f) 310-217-9274
- (e) kurt@clgwm.com
Gerald “Jerry” E. Mitchell, CFP®
Partner/Financial Advisor
Head of Operations
CLG Wealth Management
Affiliated with CLG, LLC
4821 E. 2nd Street
Long Beach, CA 90803
- (p) 310-329-5150 ext. 286
- (f) 310-217-9274
- (e) jerry@clgwm.com
Connor C. Campbell
Financial Advisor
CLG Wealth Management
Affiliated with CLG, LLC
4821 E. 2nd Street
Long Beach, CA 90803
- (p) 310-329-5150 ext. 205
- (m) 562-305-9777
- (f) 310-217-9274
- (e) connor@clgwm.com
Bryan A. Hernandez
Financial Advisor
CLG Wealth Management
4821 E. 2nd Street
Long Beach, CA 90803
- (p) 310-329-5150 ext. 261
- (m) 562-310-1754
- (f) 310-217-9274
- (e) bryan@clgwm.com
Robert “Bob” M. Koerner
Financial Consultant
Affiliated with CLG, LLC
4821 E. 2nd Street
Long Beach, CA 90803
- (p) 310-329-5150 ext. 252
- (toll free) 800-998-3642
- (m) 714-309-2381
- (f) 310-217-9274
- (e) BobK@clgwm.com
Kenneth S. Lee, CFP®
Financial Advisor
Affiliated with CLG, LLC
4821 E. 2nd Street
Long Beach, CA 90803
- (p) 310-329-5150 ext. 221
- (direct phone) 562-392-1633
- (m) 562-644-6062
- (f) 714-242-9540
- (e) Ken@clgwm.com
Dennis C. Smith
Financial Advisor
Copiam Asset Management
Affiliated with CLG, LLC
4821 E. 2nd Street
Long Beach, CA 90803
- (p) 310-329-5150 ext. 270
- (m) 562-243-6912
- (e) dennis@copiam.net
Michael L. Bishop
Financial Consultant
CLG Wealth Management
Affiliated with CLG, LLC
25109 Jefferson Avenue, Suite 325
Murrieta, CA 92562
- (p) 951-677-5115 ext. 1
- (toll free) 800-691-0110
- (f) 951-677-5127
- (e) Mike@clgwm.com
Eric V. Anspach
Financial Advisor
Affiliated with CLG, LLC
25109 Jefferson Avenue, Suite 325
Murrieta, CA 92562
- (p) 951-677-5115
- (f) 951-677-5127
- (e) eric@clgwm.com
Richard “Rich” P. Moran, CFP®
Financial Advisor
Moran, Heising & McElravey, LLC
Affiliated with CLG, LLC
21250 Hawthorne Blvd., Suite 560
Torrance, CA 90503
- (p) 310-406-3080 ext. 304
- (toll free) 866-406-3080
- (f) 310-406-3082
- (e) rpmoran@smarterdecisions.com
Paul F. Heising, MBA, CFP®
Financial Advisor
Moran, Heising & McElravey, LLC
Affiliated with CLG, LLC
21250 Hawthorne Blvd., Suite 560
Torrance, CA 90503
- (p) 310-406-3080 ext. 306
- (toll free) 866-406-3080
- (f) 310-406-3082
- (e) heising@smarterdecisions.com
Elizabeth “Lisa” A. McElravey, CFP®
Financial Advisor
Moran, Heising & McElravey, LLC
Affiliated with CLG, LLC
21250 Hawthorne Blvd., Suite 560
Torrance, CA 90503
- (p) 310-406-3080 ext. 307
- (toll free) 866-406-3080
- (f) 310-406-3082
- (e) LMcElravey@smarterdecisions.com
Robert H. Sowder, CFS®, AIF®
Financial Advisor
Moran, Heising & McElravey, LLC
Affiliated with CLG, LLC
21250 Hawthorne Blvd., Suite 560
Torrance, CA 90503
- (p) 310-406-3080 ext. 305
- (toll free) 866-406-3080
- (f) 310-406-3082
- (e) rsowder@smarterdecisions.com
Erin J. Powis
Financial Advisor
Affiliated with CLG, LLC
390 West Standley Street, Suite 1
Ukiah, CA 95482
- (p) 707-272-2738
- (f) 424-221-5664
- (e) epowis@clgwm.com
Alice C. Amick
Financial Consultant
Affiliated with CLG, LLC
10802 Bogardus Avenue
Whittier, CA 90603
- (p) 562-943-0720
- (f) 562-943-0790
- (e) Alice@clgwm.com