La Jolla, CA Executive Square Office

Quyen Leba is a financial advisor with Integrated Wealth Concepts LLC in La Jolla, CA, holding a Series 63 designation and four years of industry experience. She has been associated with Integrated Wealth Concepts since 2022 and concurrently works with Duffy Kruspodin LLP and operates her own CPA practice focused on tax preparation and accounting services. Additionally, she serves as a notary public. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income, with both long-term and shorter-term trading strategies.

Joshua Bodenstadt is a partner at Duffy Kruspodin, LLP in La Jolla, California, where he has worked since 2007. He is affiliated with Integrated Wealth Concepts LLC and has six years of industry experience. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing a long-term investment approach with customized portfolios and oversight of third-party asset managers.

Galina Berkovich is a financial advisor with Integrated Wealth Concepts LLC, holding four years of industry experience. She also maintains a role as a CPA with Duffy Kruspodin, LLP, where she has worked for over 28 years. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, implementing customized portfolios with a variety of asset types and employing both long-term and shorter-term strategies.

Derek Hess is a financial advisor with Integrated Wealth Concepts LLC, holding CPA credentials and possessing 19 years of experience at Duffy Kruspodin LLP prior to joining Integrated Wealth Concepts in 2025. He serves as a partner at Duffy Kruspodin LLP, a CPA firm. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, employing customized portfolios with a long-term approach and utilizing mutual funds, ETFs, equities, and fixed income.

Suzan Korth is a financial advisor at Integrated Wealth Concepts LLC with four years of industry experience. She has worked at Integrated Wealth Concepts since 2022 and concurrently serves as a CPA with Duffy Kruspodin LLP. Prior to her current roles, she spent nearly three decades at Steven Wendroff, CPA. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach and customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Freda Fiedler is a financial advisor with Integrated Wealth Concepts LLC in La Jolla, CA, holding four years of industry experience. She is also a CPA with Duffy Kruspodin, LLP, where she has worked since 2004. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services with customized portfolios primarily using mutual funds, ETFs, equities, and fixed income, employing a long-term approach combined with shorter-term trades for rebalancing or cash needs.

Livia Benjamin is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. She is also a partner at Duffy Kruspodin, LLP, a CPA firm where she has worked since 2004. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.