Pasadena, CA 70 S Lake Ave Office

Norma Cunanan is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Western International Securities, Inc. for 12 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various management approaches.

Chad Beck is a financial advisor with LPL Financial based in Pasadena, CA, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has worked at LPL Financial since 2022 and previously operated Grove Point Investments, LLC and Grove Point Advisors, LLC, as well as H.Beck, Inc. for ten years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven investment approaches.

Jing Sun is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63, Series 65, and Series 66 licenses and bringing 10 years of industry experience. Prior to rejoining LPL Financial in 2023, Sun worked for Daisy Financial Group and Unity Professional Insurance Services Inc. Outside of advising, Sun is involved with Apiary Partners Inc, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by model portfolios, research, and various portfolio management technologies.

Michael Gorak is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Western International Securities, Inc. for a total of nine years. Outside of his advisory role, he is also an independent agent involved in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Jessie Chen is a financial advisor at LPL Financial with 18 years of industry experience. She previously worked at Morgan Stanley and Western International Securities, Inc. Chen holds a Series 66 designation. 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 advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by model portfolios and research from LPL and third-party sources.

Trevor Kleineahlbrandt is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Western International Securities, Inc. for 23 years. He serves on the board of directors for Lytle Creek Firing Line, a non-investment-related organization. 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 brokerage services supported by research and model portfolios, serving both discretionary and non-discretionary management needs.

Ernest Arnold is a financial advisor at LPL Financial based in Pasadena, CA, holding Series 63 and Series 65 licenses with 33 years of industry experience. His prior work includes roles at Western International Securities, Inc., RJJ Pasadena Securities, Inc., and B.B. Graham & Company, Inc. He is also involved as an agent in accident and health, life, and variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, and institutions, through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and technology-driven investment strategies.

Bonny Lee is a CFP® professional with 31 years of industry experience, currently advising through LPL Financial since 2025. She previously worked for 29 years at Western International Securities, Inc. Lee serves as a board member of the Arcadia Performing Arts Foundation and volunteers with the San Gabriel Presbyterian Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a nationwide network of investment adviser representatives.

Eugene Wang is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Western International Securities, Inc. for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolio management.

Julie Sagatelian is a financial advisor with LPL Financial based in Pasadena, CA, holding a Series 66 designation and 27 years of industry experience. She previously worked at Waddell & Reed, Inc. for 23 years and has been involved in various insurance agencies since 1998. She also maintains her own independent advisory business, Julie E. Sagatelian, operating since 1997. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and multiple investment strategies.

Richard Hugh is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for 28 years and Western International Securities, Inc. for three years. Outside of advising, he is involved in a real estate rental business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad range of advisory and brokerage services.