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Brian A

Series 63, Series 65

Calabasas, CA

Vanderbilt Advisory Services

Brian Altounian is a financial advisor at Vanderbilt Advisory Services in Calabasas, CA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Vanderbilt, he was with Miramontes Capital, LLC and has been self-employed since 2015. He is also the owner and founder of Harbor Light Financial Strategies, LLC, where he focuses on insurance sales and financial education. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis and offers a range of portfolio management and financial planning services, supported by an integrated advisory and retirement-plan administration platform.

Wealth management Active portfolio management Tax-loss harvesting General estate planning guidance
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Tammy T

Series 63, Series 65

Calabasas, CA

Vanderbilt Advisory Services

Tammy Taylor is a financial advisor with Vanderbilt Advisory Services in Calabasas, CA, holding Series 63 and Series 65 licenses and 10 years of industry experience. She has held roles at multiple firms, including Oxford Tax Partners and Washington National Insurance Company. Taylor is a partner at Impact Leadership Network, where she trains and mentors insurance agents. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary and third-party model portfolios, and integrates retirement-plan and benefits services, supporting pension consulting alongside advisory offerings.

Wealth management Active portfolio management Tax-loss harvesting General estate planning guidance
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