Calabasas, CA Office

David Tracy is a CFP® and Series 66-registered advisor with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, M. S. HOWELLS & cO., Triad Advisors, and Legacy Wealth Partners. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds. The firm also offers financial planning, family office services, employee benefit consulting, and access to a variety of investment vehicles.

Tanner Watson is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 credential. He has one year of industry experience and has previously worked at The Colony Group, SCS Capital Management, Royal Alliance Associates, Signature Estate & Investment Advisors, NWF Advisory, UCSB, and Bas Rutten's Elite MMA Gym. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Michael Massarano is a financial advisor with Focus Partners Wealth, LLC, holding the Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at Edward Jones, Bank of America, Merrill Lynch, J.P. Morgan, and Morgan Stanley. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Bradley Levin is a CFP® professional with 32 years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2021. His prior experience includes roles at M. S. HOWELLS & Co., Legacy Wealth Partners, Triad Advisors, Commonwealth Financial Network, and Householder Group, Estate & Retirement Specialists. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, providing a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.