Pasadena, CA 680 E Colorado Blvd Office

Alex Choi is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at CUSO Financial Services and Genesis Wealth Partners, where he also operates an entrepreneurial venture, BBTails LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning and various advisory programs, utilizing both discretionary and non-discretionary management alongside research from multiple sources.

Yooni Chang is a financial advisor at LPL Financial with 36 years of industry experience and holds Series 63 and Series 65 designations. She has been with LPL Financial since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Geoffrey Palenik is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial and Genesis Wealth Partners. He previously worked at CUSO Financial Services LP for 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research-supported investment strategies.

Kevin Burns is a financial advisor with LPL Financial in Pasadena, CA, holding Series 65 and Series 63 credentials and seven years of industry experience. His prior work includes roles at Genesis Wealth Partners, CUSO Financial Services, SkyOne Federal Credit Union, Thrivent Investment Management, and Northwestern Mutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement consulting, utilizing model portfolios and research from both in-house and third-party sources.

Cole Teague is a financial advisor at LPL Financial, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at TeamViewer, Ripple Street, Emotive, and the Spanish Ministry of Education, Culture, and Sport. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services supported by model portfolios, research, and various portfolio management options.