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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.
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.
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.
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, holding Series 65 and Series 63 licenses. He has 25 years of industry experience, all with Capital Group. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach that emphasizes fundamental research and long-term investment horizons. The firm implements client portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.
Ronald F
Series 63, Series 65
Los Angeles, CA
Capital Group Private Client Services, Inc.
Ronald Flores is a financial advisor at Capital Group Private Client Services, Inc. with two years of industry experience. He previously worked for Capital Group Companies for ten years. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach and fundamental research to manage client portfolios through separately managed accounts, affiliated funds, and alternative investment options.
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.
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.
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