Rolling Hills, CA Office

Lauren Phan is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 credential and previously worked at City National Bank and RBC Capital Markets, LLC. Prior to her financial services career, she spent 28 years associated with Rolling Hills Country Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes a combination of in-house and third-party managers to implement portfolios.

Carol Wilshire is a CFP® with 30 years of industry experience, currently serving at RBC Capital Markets and City National Bank since 2020. She previously worked at UBS Financial Services Inc for 11 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies implemented through a combination of in-house and third-party managers, complemented by RBC’s extensive capital markets capabilities.

Neil Fujita is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the Series 66 designation and has worked at City National Bank, Bank of America N.A., and Merrill prior to his current roles. Fujita is a donor involved with the PVG Foundation, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with advisory programs that offer portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles. The firm’s investment approach includes the use of in-house and third-party managers and integrates capital markets and lending capabilities.

Teresa Ortega is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2017, following three years at Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs combining discretionary and non-discretionary portfolio management, tailored to client risk profiles and implemented through a blend of in-house and third-party investment managers.

Roya Salehirad is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 21 years of industry experience. She has been with RBC Capital Markets since 2012. Outside of her advisory role, she is an active owner managing an income property in Palm Desert, California. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management and financial planning services.

Leslie Robertshaw is a financial advisor with RBC Capital Markets, holding a Series 66 designation and four years of industry experience. Prior to joining RBC in 2021, Leslie worked at Wilshire Associates from 2018 to 2021 and studied at the University of Southern California. RBC Wealth Management serves a broad client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, and brokerage services, tailoring strategies based on clients’ Advisory Risk Profiles and utilizing a combination of in-house and third-party investment resources.

Ryan Pulver is a financial advisor with RBC Capital Markets, holding a Series 66 designation and beginning his industry career in 2024. His background includes experience in the hospitality sector, with roles at Oceans Cafe & Grill and Venchi, as well as ongoing involvement with Starlight Anesthesia since 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customizable portfolio management and integrated financial services.

Mark Toumajian is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2016 to 2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using both in-house and third-party managers.

Paul Fea is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 23 years of industry experience. His prior work includes 16 years at UBS Financial Services and four years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using a blend of in-house and third-party investment managers.

Luis Gutierrez is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at UBS Financial Services, MAP Strategic Wealth Advisors, and Capital Group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs that provide tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Cengiz Volkan is a financial advisor with RBC Capital Markets in Rolling Hills, CA, holding Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at City National Bank, Bank of America, and Merrill Lynch. Volkan is also a donor directing funds for the PVG Foundation, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Steven Keesal is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer and City National Bank before joining RBC Capital Markets. Keesal serves on the boards of several nonprofit organizations, including the Long Beach Area Council Boy Scouts of America and the YMCA of Greater Long Beach. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of wrap fee advisory programs and customizes investment strategies based on clients’ risk profiles using both in-house and third-party managers.

Jamie Tam is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 licenses. He has 25 years of industry experience and has worked at City National Bank since 2018, in addition to his role at RBC Capital Markets LLC since 2015. Tam serves on the board of the Violence Prevention Coalition of Greater Los Angeles, organizing community workshops on violence prevention. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to individual investors, institutions, and charitable organizations. The firm customizes investment strategies based on client risk profiles using both in-house and third-party managers and offers a variety of portfolio management programs.

Larry Prutch is a financial advisor with RBC Capital Markets in Rolling Hills, California, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior work includes roles at City National Bank, Bank of America, and Merrill Lynch. He is a donor directing funds for the PVG Foundation, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management options and integrates in-house and third-party investment managers to tailor strategies to client risk profiles.

Trang Tran is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing nine years of industry experience. Prior to joining RBC in 2021, Tran worked at Merrill from 2019 to 2021 and at JP Morgan Securities LLC and JPMorgan Chase Bank from 2013 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm provides a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ advisory risk profiles.