Palm Desert, CA Office

Brandon Rosi is a financial advisor at Keystone Private Wealth with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Keystone, he worked at Desert Oasis for four years and has owned and operated Rosi Physiotherapy since 2017, where he is involved in physical therapy, performance training, and medical consultation. Keystone Private Wealth is a SEC-registered advisory firm managing approximately $861 million with a team of 13 advisors. The firm serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors with customized portfolios that may include mutual funds, ETFs, individual equities, fixed income, and alternative investments, applying both long-term and tactical strategies as appropriate.

Robert Valenzuela is a financial advisor at Keystone Private Wealth with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at LPL Financial, Edward Jones, and other financial firms. Valenzuela is based in Palm Desert, CA. Keystone Private Wealth is a registered advisory firm managing approximately $861 million and serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors. The firm provides customized investment management, financial planning, and retirement-plan consulting with a generally long-term investment approach that may include alternative investments and derivatives for hedging or financing strategies.

Christopher Rick is a CFP® professional with 15 years of experience in the financial services industry. He currently serves as Executive Vice President and Senior Financial Advisor at Keystone Private Wealth and has prior experience at Purshe Kaplan Sterling Investments, Cypress Wealth Services, Fidelity, and Strategic Advisors LLC. In addition to his advisory role, he is involved with HOAInvest, a software company providing solutions for homeowners associations under California law. Keystone Private Wealth manages approximately $861 million and serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors. The firm offers customized investment management, financial planning, and retirement-plan consulting using a diverse range of securities, including mutual funds, ETFs, individual equities, fixed income, and alternatives, and employs derivatives and leverage within separate accounts as needed.

Mark Thatcher is a financial advisor with Keystone Private Wealth in Palm Desert, CA, holding a Series 66 designation and 24 years of industry experience. He has worked with firms including Purshe Kaplan Sterling Investments and Cypress Wealth Services. Outside of advisory work, he is involved with HOA Invest, a company providing HOA software solutions related to California legislation. Keystone Private Wealth is a SEC-registered advisory firm managing approximately $861 million and serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors. The firm offers customized investment management, financial planning, and retirement-plan consulting, and employs a generally long-term investment approach while sometimes using derivatives and borrowing within separately managed accounts to meet client objectives.

Timothy Luttmers is a financial advisor at Keystone Private Wealth with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and MUFG Union Bank. Outside of his advisory role, he is involved with HOAInvest, LLC, a platform affiliated with his firm. Keystone Private Wealth manages approximately $861 million and serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors. The firm offers customized investment management and financial planning services, employing a generally long-term approach that includes the use of alternative investments, derivatives, and hedging strategies.

Lisa Beaty is a financial advisor at Keystone Private Wealth with 20 years of industry experience. She holds the Series 66 designation and has worked with firms including Purshe Kaplan Sterling Investments and Cypress Wealth Services. In addition to her advisory role, she is involved in financial planning and consulting through various entities, including a focus on insurance solutions. Keystone Private Wealth is a SEC-registered advisory firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors. The firm offers customized investment management, financial planning, and retirement-plan consulting, utilizing a range of securities and alternative investments with an approach that is generally long-term but flexible to client needs and market conditions.

John Polovick is a financial advisor at Keystone Private Wealth with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, Strategic Wealth Advisors Group, and Fidelity. In addition to his advisory role, Polovick serves as an advisor for HOA Invest, a software company providing solutions for homeowners associations under California law. Keystone Private Wealth is an SEC-registered firm managing approximately $861 million, serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors. The firm offers customized investment management, financial planning, and retirement-plan consulting, using a generally long-term approach that may include mutual funds, ETFs, individual equities, fixed income, and alternative investments.

Michael Mortenson is a CFP® with 14 years of industry experience, currently serving as Executive Vice President and Senior Financial Advisor at Keystone Private Wealth. His prior roles include positions at Purshe Kaplan Sterling Investments, Cypress Wealth Services, and World Equity Group. Mortenson is also involved with HOA Invest, a firm providing software solutions for homeowners associations related to investment recommendations. Keystone Private Wealth manages approximately $861 million for high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors. The firm offers customized investment management, financial planning, and retirement-plan consulting, utilizing a range of securities and occasionally employing derivatives and borrowing strategies within separately managed accounts.

Kelli Cox is a financial advisor at Keystone Private Wealth with two years of industry experience. She has worked at Keystone since 2023 and has prior experience with CGC Accountants & Advisors and Godecke Clarke. Cox is also the owner of CGC - Mroz Accounts & Advisors, a tax and accounting business in Palm Desert, CA. Keystone Private Wealth is an SEC-registered advisory firm managing approximately $861 million for high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors. The firm offers customized investment management, financial planning, and retirement-plan consulting, utilizing mutual funds, ETFs, individual equities, fixed income, and alternative investments, with an investment approach that balances long-term strategies and tactical trading to meet client objectives.

Salvatore Bommarito is affiliated with Keystone Private Wealth in Palm Desert, CA. He has over 20 years of experience as an attorney, operating the Law Offices of Salvatore Bommarito since 2003, and joined Keystone Private Wealth in 2026. Keystone Private Wealth is a registered advisory firm managing approximately $861 million with a team of 13 advisors. The firm serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors, offering customized investment management, financial planning, and retirement-plan consulting.