Rolling Hills Estates, CA Office

Brooke Bodner is a financial advisor at Private Advisor Group, LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Brooke is currently affiliated with LPL Financial. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through both discretionary and non-discretionary programs. The firm provides access to multiple asset managers and model portfolios supported by major strategists such as Fidelity, BlackRock, and Goldman Sachs.

Peter Haroun is a CFP® with 16 years of industry experience, currently with Private Advisor Group, LLC. His prior roles include positions at LPL Financial LLC, Mariner Independent Advisor Network, LLC, and Wells Fargo, spanning over a decade. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a wide network of investment adviser representatives and access to multiple asset management platforms and analytical approaches.

Sean Khaligh is a CFP® professional with 21 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial LLC, Strategic Wealth Advisors Group, LLC, and Wells Fargo Clearing. Outside of his advisory role, he is a business owner involved with ventures such as Dorasti Imports and Caviar Biotech LLC, and serves as an investor and director for Vostok Foods LLC. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.