Woodland Hills, CA 21800 Oxnard Street Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

4

Of 10,209 advisors across 5,116 offices

Location

21800 Oxnard Street, Suite 660

Woodland Hills CA 91367

Advisors at this office

4

Advisors at this office

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Gurgen V

Series 66

Woodland Hills, CA

Cetera

Gurgen Vardanyan is a financial advisor at Cetera with eight years of industry experience and holds a Series 66 designation. He has worked at Cetera since 2025 and previously held roles at Avantax Advisory Services and AXA Advisors. In addition to his advisory work, he serves as a Wealth Management Associate at David A Lazar an Accountancy Corporation. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or build customized strategies.

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

Series 66

Woodland Hills, CA

Cetera

Derek Mitsuuchi is a financial advisor at Cetera with four years of industry experience and holds the Series 66 designation. He previously worked at Avantax Investment Services and Avantax Advisory Services, and he also assists with wealth management tasks at Lazar and Company Certified Public Accountants. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and various program structures.

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

Series 63, Series 65

Woodland Hills, CA

Cetera

David Lazar is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes over two decades at Avantax and his own accounting firm, Lazar and Company Certified Public Accountants, which provides tax preparation and accounting services. Outside of his advisory role, he serves as president of CPayroll, Inc. and holds board responsibilities for Guardians of RHD, where he manages financial recordkeeping and tax preparation. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services delivered through a multi-manager platform that combines affiliated and third-party managers across various program structures and custodial relationships.

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

Series 63, Series 65

Woodland Hills, CA

Cetera

Albert Davidoo is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. His career includes roles at Avantax Insurance Services and his own accounting and tax preparation firm, Albert Davidoo and Company, which he has led since 2017. Outside of advisory work, he is the chairman and co-founder of the Assyrian Medical Society, a charitable organization providing medical care assistance in underserved areas. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

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