H. Steven Shrier is a financial advisor at Shrier Wealth Management, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 44 years of industry experience. He worked at Linsco/Private Ledger Corp. for 27 years before joining his current firm in 2025. He serves in a fiduciary capacity for 401(k) profit-sharing plans through Shrier Wealth Management. Shrier Wealth Management advises individuals, trusts, nonprofit organizations, pension and profit-sharing plans, and corporate clients, providing asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-method investment approach and offers active management of donor-advised fund assets alongside services such as corporate structure analysis and real estate analysis.

Zachary Shrier is a financial advisor with Shrier Wealth Management, LLC in Los Angeles, holding a Series 66 designation and 23 years of industry experience. He worked at LPL Financial for 22 years before joining his current firm in 2025. Outside of advisory work, he is a licensed insurance agent. Shrier Wealth Management serves individuals, high-net-worth clients, trusts, nonprofits, pension and profit-sharing plans, and corporate clients with asset management, financial planning, and retirement consulting. The firm uses a multi-method investment approach and actively manages donor-advised fund assets, offering a range of advisory services that extend beyond traditional wealth management.

Lindsay Bourkoff is a Certified Financial Planner® with 20 years of industry experience. She is currently with Shrier Wealth Management, LLC, having joined the firm in 2025 after 19 years at Linsco/Private Ledger Corp. Shrier Wealth Management serves a diverse client base including individuals, trusts, nonprofits, and corporate clients, providing asset management, financial planning, and retirement consulting. The firm employs a multi-method investment approach and offers active management of donor-advised fund assets alongside a broader range of advisory services beyond typical retail wealth management.