Top financial advisors working with intergenerational families in Glendale, CA

Erin Furman is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 66 and Series 63 licenses with nine years of industry experience. Her work history includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Cumby Spencer & Associates. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across various program types and manages a substantial majority of assets on a non-discretionary basis.

Michael Stewart II is a financial advisor at Yarash Global Solutions Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for over 16 years. Outside of his advisory role, he owns and operates a consulting firm that provides non-investment-related strategic services across various industries. Yarash Global Solutions primarily serves high-net-worth individuals and institutional clients, offering discretionary portfolio management, retirement plan consulting, and business consulting services. The firm employs a combination of fundamental, technical, quantitative, and sector analysis to construct and manage portfolios, with a business consulting practice that supports flexible compensation arrangements.

Eileen Shahnazari is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her advisory role, she is involved in providing in-home supportive services for elderly parents. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and operates with a scale and market role that includes in-house research, derivatives services, and customized lending solutions.

Louis Sclafani is a financial advisor with Cetera and holds the PFS™ designation along with Series 63, 65, and 66 licenses. He has 24 years of industry experience and has been with Cetera and its affiliates since 2001. In addition to his advisory work, he is a co-owner and CPA at Coldwell, Sclafani & Company LLP, a public accounting and tax practice, and serves as trustee and co-trustee for several family trusts. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporations, charities, and institutions. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a broad array of program structures and third-party managers.

Michael Markarian is a financial advisor at MB3 Consulting LLC with 39 years of industry experience. He held a role at Lincoln Financial Advisors Corporation for 21 years before founding MB3 Consulting in 2019. Markarian is also co-owner of SID Ventures LLC, a real estate management and development company, and operates as a licensed insurance agent. MB3 Consulting LLC provides portfolio management and family office services to individuals, including high-net-worth clients, and corporate clients such as banks and thrift institutions. The firm combines traditional investment advisory work with business and administrative functions, employing a long-term investment approach based on modern portfolio theory.

Sandra Conroy is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. She has been active in the financial services industry since August 1985, providing clients with wealth management services that address both individual and complex financial needs. Her professional focus includes education planning, executive compensation, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Sandra’s approach centers on developing personalized strategies tailored to clients’ short- and long-term financial objectives, emphasizing the importance of understanding life priorities beyond markets and returns. Her credentials include the Personal Investment Advisor (PIA) designation, and she holds a High School Diploma/GED from Greenville Central School. Prior to her financial career, Sandra managed Arthur Murray Ballroom Dance Studios in Florida and Arizona and became a franchise owner and operator in Denver. She also trained as a Medic in the U.S. Army Reserves. Outside of her professional work, Sandra is married with two children and three grandchildren. Her personal interests include dancing, golfing, and traveling.

Seth Halley is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Tyson Foods/GDH Consulting. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and advanced analytics within the broader Goldman Sachs network to tailor solutions for client objectives.

Carson Leydecker is a CFP® professional with two years of industry experience, currently affiliated with Kintra Wealth, LLC. He has held positions at Kintra Wealth and Mutual Securities, Inc. since 2026 and previously worked at Loring Advisory Group and Commonwealth Financial Network. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to implement tax-efficient investment strategies on a household basis.

Raymond Trost is a CFP®-designated financial advisor at Edward Jones with 25 years of industry experience. He previously worked at Susquehanna Capital Group for 18 years and spent time at T3 Trading Group, LLC. Outside of his advisory work, he is a co-owner of TMT Property Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, supported by a large network of advisors and branches across the country.

Dave's experience in investment management and financial planning uniquely position him to serve as his client's independent trusted advisor - a personal chief financial officer that can discreetly navigate the tides affecting your financial life. ​ Professional highlights include portfolio management on Union Bank municipal investment team which earned recognition as the best in the industry by Barron's in 2008 and 2009; lead investment management responsibility at a $300M financial planning firm; and working with amazing entrepreneurs, executives, and families. ​ David's education includes a Chartered Financial Analyst (CFA) designation, a Certified Financial Planning (CFP) designation, and a U.C. Berkeley bachelor's degree where he conducted a study on evidenced based investment management with Haas Professor of Investments David Distad. ​ David launched PFM to continue building upon his vision of complete personal financial management: discreet and unwavering focus on how expert financial management can help a client achieve her goals. From setting and achieving goals, to preparing you for all of life's contingencies and investing for your future - David helps his client's understand what they should be doing, and then helps them get it done.