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Kristor L

CFP®, ChFC®, Series 63

Orinda, CA

Hightower Advisors

Kristor Lawson is a CFP® and ChFC® with 31 years of experience in the financial services industry. He has been with HighTower Advisors since 2020 and previously worked at Schultz Collins, Inc. from 2016 to 2020. Outside of his advisory role, he is a partner in a rental real estate partnership in Orinda, CA, dedicating a small amount of time monthly to property management. HighTower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Laurie M

Series 63, Series 66, Series 65

Orinda, CA

Hightower Advisors

Laurie Marks is a financial advisor with Hightower Advisors, holding Series 63, 65, and 66 registrations and having 10 years of industry experience. Her prior roles include positions at J.P. Morgan Chase & Co., TIAA-CREF, and TrigoFi, Inc. She serves on the Finance Committee of the San Francisco Waldorf School, assisting with financial oversight, budgeting, and endowment management. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to pooled vehicles and private funds. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research in portfolio construction.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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William W

Series 65

Orinda, CA

Hightower Advisors

William Wright is a financial advisor with Hightower Advisors and holds a Series 65 credential. He has four years of experience at Hightower and previously worked for The Surplus Lines Association of California for four years. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers a range of portfolio management, financial planning, and retirement consulting services, with expertise in handling large institutional mandates and cross-border investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Vernon Y

Series 65

Orinda, CA

Hightower Advisors

Vernon Yu is a financial advisor with Hightower Advisors in Orinda, CA, holding a Series 65 credential and three years of industry experience. Prior to joining Hightower in 2023, he worked at Stoic Partners Consulting Ltd from 2020 to 2023. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Kenneth C

Series 63, Series 65

Orinda, CA

Hightower Advisors

Kenneth Clift is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 designations and 16 years of industry experience. He has worked with Charles Schwab, Schultz Collins Lawson Chambers, and has been with Hightower Advisors since 2020. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a broad range of investment options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Matthew E

CFP®, Series 63, Series 65

Orinda, CA

Hightower Advisors

Matthew Eckman is a CFP® with seven years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior experience includes roles at Schultz Collins, Inc. and Golden Gate University. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes a multi-manager approach, combining affiliated and third-party managers, proprietary research, and a range of investment vehicles to deliver customized portfolio management and financial planning solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Huy L

CFA®

Orinda, CA

Hightower Advisors

Huy Lam is a CFA® charterholder with eight years of industry experience. He has been with HighTower Advisors since 2020 and previously worked at Schultz Collins, Inc. from 2007 to 2020. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and portfolio construction strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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