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Financial Consultants

You can speak with a Financial Consultant regarding mutual funds, tax-deferred annuities and life insurance. Our Financial Consultants are experienced, registered and licensed professionals LPL Financial trained to tailor each investment plan to address your individual needs and are conveniently located at the Financial Partners branches.

To arrange for a complimentary financial consultation, call our Financial Consultants, stop by your local Financial Partners branch, or schedule an appointment online.

George Avila
George T. Avila

CA Insurance Lic# 0C32760

2435 E Imperial Hwy Suite F
Brea, CA 92821
562.904.3042 (fax)
Robert Nieto
Robert Nieto

CA Insurance Lic# 0B66780

6250 Topanga Canyon Blvd Suite 1530
Woodland Hills, CA 91367
310.922.9221 (mobile)
Malcom Roane
Malcolm Roane

CA Insurance Lic# 0C36172

7800 E Imperial Hwy
Downey, CA 90242
562.904.4566 / 800.950.7328
562.904.4558 (fax)
Adam J. Wass CTFA
Adam J. Wass, CTFA

CA Insurance Lic# 0802260

16348 Beach Blvd
Westminster, CA 92647
714.861.1684 (fax)