Our financial advisors in Woodland Hills, CA have made a personal commitment to help clients solve their toughest financial challenges and realize their greatest ambitions. Our goal is the same as yours: To help guide you to a place of financial clarity and confidence, so that you can focus on the things that really matter. We are honored to serve California and deliver investment management, financial planning, retirement income planning, and tax planning services to local families.
Alan’s mission is to help business owners, entrepreneurs and their families make informed, smart decisions about their assets for security, independence, growth and inter-generational continuity. He employs a collaborative wealth management process, utilizing a professional network geared to a client’s specific and unique needs and works closely with his clients’ key legal and tax advisors. Driving his vision is the realization that business owners are confronted with the difficulty of finding and selecting a financial advisor who can provide comprehensive wealth management services. He believes the key elements of true wealth management include:
During his high school years, Alan was a champion swimmer and a second tenor in the choir while working part-time. He volunteered for service in the U.S. Navy immediately after high school; and during his enlistment, achieved the rank of Petty Officer 3rd Class while concurrently working in small local businesses to put himself through college. He graduated from UCLA with a degree in mathematics and was invited to attend the U.S. Navy’s Officer Candidate School in Newport, Rhode Island, thereafter receiving his commission as an officer of the line. He served on amphibious assault ships in the Pacific Fleet, including the USS Duluth (LPD-6), on which he served as an officer in two Vietnam combat campaigns. Released from active duty after the war, he began his career in the estate planning and life insurance industry with a major insurance company, where he received training in estate and business planning, retirement plans and investments for business owners. He was drawn to his calling because his father had died suddenly with no will or estate plan while Alan was away on active military duty, leaving him with the responsibility of caring and providing for his mother, which he did for the next 41 years, and because he admired the entrepreneurial spirit of the small business owners for whom he had worked during college.
Alan started his financial services career in 1974 and he holds the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations and is a member of the life insurance industry’s Million Dollar Round Table. Alan is married and he and his wife are involved in their community, and their hobbies include classic and vintage cars and travel.
Independent Wealth AdvisorChFC®, CLU®
Since 2011, Carl has primarily focused his career on working with clients in the investment, banking, and financial planning industry to help them achieve their personal and business goals including those around retirement, education, risk management, and estate planning. Focusing on personalized and comprehensive financial planning, Carl works with a diverse group of clients on understanding their needs and goals and translating their objectives into concrete financial advice. Working with clients on navigating the complicated world of personal finance, Carl enables clients to understand how they can achieve their goals efficiently and confidently.
Carl joined WealthSource from American Financial Network Advisory Services, LLC (“AFN”) where he led the financial planning team beginning in 2018. In 2019, while at AFN, Carl received the Accredited Investment Fiduciary® designation which focuses on empowering investment professionals to serve their client’s best interests.
Prior to joining AFN, Carl worked in New York, most recently preparing comprehensive financial plans for a Wall Street advisor. In 2016, while in New York, Carl received his Certified Financial Planner™ designation. As a CFP® professional, Carl has received rigorous training in personal finance and is committed to upholding its fiduciary standard.
Prior to moving to New York, Carl worked in the Canadian investment and banking industry primarily in his hometown of Calgary, Alberta.
Carl graduated from Queen’s University, in Kingston, Ontario in 2010.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Private Wealth AdvisorCFP®, AIF®
Martin joined WealthSource Partners in September 2020 as Director of Private Client. He has been in the financial services industry since 1994, primarily serving in leadership roles. Prior to WealthSource, he was the Managing Director for American Financial Network, LLC., a Manager for Merrill Lynch, Pierce, Fenner & Smith Inc., Branch Operating Manager for Banc of America Investment Services Inc., Investment Center Manager for TD Ameritrade Inc., and a Financial Advisor for Fidelity Investments Inc. He is originally from Cincinnati, Ohio, holds a BSBA degree in Finance from Xavier University, and is also a Flight Instructor. He lives in Westlake Village, CA with his wife and two children.
Director of Private Client
Steven began his career in 1999 as an Assistant Specialist for Pershing on the Pacific Stock Exchange Floor Post 29. He has worked in the industry as a Chief Compliance Officer, Portfolio Analyst and Client Relationship Manager and recently joined WealthSource from American Financial Network Advisory Services, LLC.
He earned his Master of Business Administration (MBA) degree from Pepperdine University and a Bachelor’s degree in Sociology from Tulane University. Steven also holds a Real Estate license and in his free time enjoys staying active by hiking the local mountains around Los Angeles, swimming, surfing and biking.
Advisor Support Specialist
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients’ success.
FInancial Planning AssociateCFA
David has a passion for helping to improve peoples’ financial lives and advising clients on their financial futures.
Prior to joining WealthSource, David was a Workplace Planning Consultant with Fidelity Investments. He worked with 401(k) participants and helped hundreds of clients define their key retirement goals and explore appropriate strategies to reach them. His focus was primarily on savings, income, and cash flow management in the years leading up to retirement.
Previously, David was a Financial Advisor with Bank of the West, with clients throughout Northern Colorado. He specialized primarily in income planning through strategies involving investing and annuity solutions to help generate steady retirement income.
David graduated from Colorado State University, earning a degree in Business Administration with a concentration in Finance. He is a Chartered Financial Analyst® (CFA®) Charterholder and member of CFA® Society Colorado. Outside of the office, David enjoys playing golf and following Denver sports. He lives in Parker, CO with his wife and their two dogs.
The WealthSource advisor team in Woodland Hills is dedicated to helping you rise to the challenges and opportunities you face, today and tomorrow.
Our team of planners will evaluate your financial situation and help guide you to a place of clarity, confidence, and action.
Turn the money you have saved into a lifestyle you want. Our team can help you navigate around inflation, taxes, market fluctuations, and other obstacles that stand in the way of the retirement you deserve.
Our Estate Planning strategies are designed to help you minimize the tax burden and protect your wealth for future generations. We work with your attorney to implement your estate plan from start to finish.
We offer customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.
Our team can help you make sense of the tax laws, suggest strategies designed to lower or eliminate tax bills, and optimize financial and life decisions to help you potentially keep more of your money.
All investing involves the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. WealthSource Partners, LLC is not a law firm and does not provide legal advice. You should consult with your legal and tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.
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