Westlake Village, CA 2535 Townsgate Rd Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

32

Of 22,716 advisors across 10,432 offices

Location

2535 Townsgate Rd Suite 306

Westlake Village CA 91361

Advisors at this office

32

Advisors at this office

user avatar

Michaela R

Series 66

Westlake Village, CA

LPL Financial

Michaela Rauscher is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and previously worked for Western International Securities, Inc. for 13 years. In addition to her advisory role, she operates Michaela Rauscher Insurance Services as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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 both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
user avatar

Craig J

Series 63, Series 65

Westlake Village, CA

LPL Financial

Craig Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 45 years of industry experience. He previously worked for Western International Securities, Inc. for 10 years before joining LPL Financial in 2025. He serves as a board member for the Tri-counties Regional Center, a nonprofit organization based in Santa Barbara, CA. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar

Brett G

Series 66

Westlake Village, CA

LPL Financial

Brett Goldberg is a financial advisor with LPL Financial in Westlake Village, CA. He holds the Series 66 designation and has 25 years of industry experience, including nine years at Wells Fargo Advisors prior to joining LPL Financial in 2025. Outside of his advisory role, he is the owner of BG Concepts, LLC, which operates a wine storage business in Boise, ID. 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 retirement consulting, utilizing discretionary and non-discretionary management with access to model portfolios and third-party research.

College savings (529s, UTMA, etc.)
user avatar

Jacob W

Series 66

Westlake Village, CA

LPL Financial

Jacob Wong is a financial advisor with LPL Financial and holds the Series 66 designation. He has one year of industry experience and previously worked at ServiceNow for six years. LPL Financial is a national 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, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

College savings (529s, UTMA, etc.)
user avatar

Rodolfo R

Series 63, Series 65

Westlake Village, CA

LPL Financial

Rodolfo Ruiz Jr. is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Western International Securities, Inc., Independent Capital Management, Inc., and SagePoint Financial, Inc. Outside of advising, he is involved as an administrative assistant at Sancho Vida Inc. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
user avatar

Glenn C

CFP®, Series 63, Series 65

Westlake Village, CA

LPL Financial

Glenn Crawford is a CFP® professional with 36 years of experience in the financial services industry. He is currently an advisor at LPL Financial and previously worked at Western International Securities, Inc. and Citigroup Global Markets. He also operates Crawford Wealth Management, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar

Linda O

Series 63, Series 65

Westlake Village, CA

LPL Financial

Linda Oleson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has worked at Western International Securities, Inc. since 2008 and joined LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar

George S

Series 66

Westlake Village, CA

LPL Financial

George Sinanis is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and previously worked for Western International Securities, Inc. for 12 years. Outside of his advisory role, he is involved with non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide 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 model portfolios from internal and external sources.

College savings (529s, UTMA, etc.)
user avatar

Jose C

Series 63, Series 65

Westlake Village, CA

LPL Financial

Jose Castillo is a financial advisor at LPL Financial with 18 years of industry experience. He previously worked at J.P. Morgan Securities for nine years and Western International Securities, Inc. for four years. His credentials include the Series 63 and Series 65 licenses. 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 advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
user avatar

Alex M

Series 63, Series 65

Westlake Village, CA

LPL Financial

Alex Mathis is a financial advisor at LPL Financial with 28 years of industry experience. He previously worked for Western International Securities, Inc. for 14 years before joining LPL Financial. Mathis serves as president of the Camarillo Pony Baseball Association, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
user avatar

Larry B

Series 63, Series 65

Westlake Village, CA

LPL Financial

Larry Bernstein is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked for Wells Fargo Advisors for 13 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to extensive research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar

Shaun B

CFP®, Series 63, Series 65

Westlake Village, CA

LPL Financial

Shaun Beyrer is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at Western International Securities, J.P. Morgan Securities, JPMorgan Chase Bank, and TD Ameritrade. He is also involved in a real estate rental business unrelated to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to diverse investment models and research resources.

College savings (529s, UTMA, etc.)
user avatar

Michael G

Series 66

Westlake Village, CA

LPL Financial

Michael Goldberg is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial and Townsgate Wealth Management in 2025, he spent ten years with The Vault Pro Scooters. 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 of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

College savings (529s, UTMA, etc.)
user avatar

Sean M

Series 63, Series 65

Westlake Village, CA

LPL Financial

Sean Mc Grath is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 23 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Western International Securities, Inc. for 16 years. He volunteers with the Newport Harbor Baseball Association in Newport Beach, CA. 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 and financial planning services, providing both discretionary and non-discretionary management along with access to model portfolios, research, and various portfolio management technologies.

College savings (529s, UTMA, etc.)
user avatar

Talin K

Series 66

Westlake Village, CA

LPL Financial

Talin Kalfayan is a financial advisor with LPL Financial in Westlake Village, CA, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2025, Talin worked for six years at Western International Securities, Inc. Outside of financial advising, Talin is employed as a legal assistant at Hamrick & Evans, LLP and is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and diverse investment strategies.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")