Newport Beach, CA 1400 Newport Center Drive Office

Megan Dia is a financial advisor at Citizens Private Wealth with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at CITIGROUP, Unionbanc Investment Services, and MUFG Union Bank. Citizens Private Wealth serves high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, combining quantitative and qualitative portfolio oversight supported by its affiliation with Citizens Bank.

Cynthia Alston is a financial advisor with Citizens Private Wealth who holds the Series 63 and Series 65 designations and has 19 years of industry experience. Her prior work includes positions at Morgan Stanley, J.P. Morgan Securities, and First Republic Investment Management. Outside of her advisory role, she is involved in property management through ownership of two real estate-related businesses in Anaheim, California. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework and offers discretionary portfolio management alongside consulting services for multigenerational families and closely held businesses.

Eric Bradley is a financial advisor at Citizens Private Wealth with 13 years of industry experience. He previously worked at Citigroup and JPMorgan Chase before joining his current firm. His other business activities include partial ownership of an LLC that holds title to a boat in Newport Beach and a ticket reselling business managed by his wife. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, tailored asset allocation approach within an open-architecture framework, offering both discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Kristofer Reddaway is a financial advisor at Citizens Private Wealth with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and BNY Mellon. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a long-term, open-architecture investment approach with predominantly discretionary portfolio management and offers additional services including tax and estate structuring and business consulting for multigenerational family and closely held business matters.