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John P

Series 66

Pasadena, CA

LPL Financial

John Polwrek is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 66 license and eight years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed Inc. and operated his own business, John J Polwrek, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, and provides both discretionary and non-discretionary management across its offerings.

College savings (529s, UTMA, etc.)
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Robert C

Series 66

Pasadena, CA

LPL Financial

Robert Claros is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 66 designation and 12 years of industry experience. His career history includes roles at Cadaret Grant & Co., Inc., Strategic Wealth Advisors Group, LLC, and Bank of America. He is involved with Novus Wealth Group, a DBA under LPL, dedicating significant time to this activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Joseph P

Series 66

Pasadena, CA

LPL Financial

Joseph Polwrek is a financial advisor at LPL Financial based in Pasadena, CA, holding a Series 66 designation with two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Monte Vista Christian School and Newell Brands. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Benjamin L

CFP®, Series 66

Pasadena, CA

LPL Financial

Benjamin Lemon is a CFP® with 21 years of experience in the financial industry, currently serving at LPL Financial since 2021. His background includes leadership roles within the Financial Planning Association and involvement on the board of Montecedro. He has also been active in several business and networking groups, including BNI and local chambers of commerce. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and retirement consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Robert A

Series 66

Pasadena, CA

LPL Financial

Robert Albert is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Cadaret Grant & Co, Inc. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is involved with business entities related to his LPL practice, including Novus Wealth Group and Sage Planning Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Feliks R

Series 66

Pasadena, CA

LPL Financial

Feliks Reytblat is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 66 designation and 23 years of industry experience. His prior roles include working with Waddell and Reed, various insurance carriers, and Linda Polwrek. In addition to advising, he is involved in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a wide range of advisory programs and consulting services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Linda P

CFP®, Series 66

Pasadena, CA

LPL Financial

Linda Polwrek is a CFP® professional with 16 years of industry experience, currently advising at LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, Inc., various insurance carriers, and operating her own firm, Linda K Polwrek, Inc. She has also been involved with community organizations such as the Pasadena Senior Center and the Pasadena Showcase House for the Arts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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