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David A

Series 63, Series 66

Los Angeles, CA

Capital Group Private Client Services, Inc.

David Archila is a financial advisor at Capital Group Private Client Services, Inc. with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with SchoolsFirst Credit Union and American Funds Distributors, Inc. Outside of his advisory role, Archila works as a valet attendant for Hospitality Parking Group. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative investments, focusing on fundamental research and long-term portfolio management.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments
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Emily L

Series 65

Los Angeles, CA

Capital Group Private Client Services, Inc.

Emily Lantz is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 65 designation with eight years at Capital Group and four years at Infinity Insurance, totaling 12 years of industry experience. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a long-term, multi-manager approach through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments
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Mariella C

Series 65

Los Angeles, CA

Capital Group Private Client Services, Inc.

Mariella Caruso is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA. She holds a Series 65 license and has two years of industry experience. Prior to joining Capital Group, she worked at IEQ Capital, LLC and AdvicePeriod / Mariner Wealth Advisors. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that emphasizes fundamental research and long-term horizon investing. The firm implements portfolios through separately managed accounts, pooled investment vehicles, and also offers access to private-equity and alternative strategy funds.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments
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Shant G

Series 65, Series 63

Los Angeles, CA

Capital Group Private Client Services, Inc.

Shant Gourdikian is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 65 and Series 63 designations and has been in the industry for 1 year, although he has been with Capital Group since 2001. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach and access to a range of pooled investment vehicles, including mutual funds, ETFs, and private-equity funds.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments
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Ronald F

Series 63, Series 65

Los Angeles, CA

Capital Group Private Client Services, Inc.

Ronald Flores is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Capital Group Companies and its affiliate since 2014. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and a range of investment vehicles including separately managed accounts, mutual funds, ETFs, and alternative strategies.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments
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Richard G

CFP®, Series 63

Los Angeles, CA

Capital Group Private Client Services, Inc.

Richard Gutierrez is a CFP® certificant with five years of industry experience. He is currently with Capital Group Private Client Services, Inc. and has previously worked at BMO Harris Financial Advisors and U.S. Bancorp Investments. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that emphasizes fundamental research and a long-term investment horizon. The firm manages portfolios through separately managed accounts, mutual funds, ETFs, and offers access to private equity and alternative strategy funds.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments
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Tenny A

ChFC®

Los Angeles, CA

Capital Group Private Client Services, Inc.

Tenny Adourian is a ChFC® credentialed advisor with two years of experience at Capital Group Private Client Services, Inc. He previously worked at Northern Trust Company for nine years. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager investment approach known as the "Capital System," allocating client assets across pooled funds and separately managed accounts with an emphasis on fundamental research and long-term investment horizons.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments
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