Stonemark Wealth Management

Grover Mc Carthy is a financial advisor at Stonemark Wealth Management in Pasadena, CA, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Equitable Advisors, Whittier Trust Company, and Amazon Prime Now. Stonemark Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm employs both fundamental and technical analysis, incorporating option strategies and selective use of leveraged ETFs to tailor portfolios according to client objectives and risk tolerance.

Manuel Aguilera is a financial advisor at Stonemark Wealth Management in Pasadena, CA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at HSBC, Deutsche Bank, and Pepperdine University. Stonemark Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm employs a combination of fundamental and technical analysis and utilizes strategies such as covered-call and put-writing options, tailoring portfolios to client objectives and risk tolerance.

Wade Perry is a financial advisor at Stonemark Wealth Management in Pasadena, CA, with 28 years of industry experience. He has held positions at The Leaders Group, Inc. and has been with Stonemark Wealth Management (formerly Wespac Advisors SoCal LLC) since 2011. Perry holds Series 63 and Series 65 licenses. Stonemark Wealth Management is a team-based registered investment adviser serving individuals, trusts, and retirement plans, managing approximately $610 million across nearly 400 client relationships. The firm employs customized model portfolios using both fundamental and technical analysis, incorporates option strategies and ETFs for hedging, and offers both direct advisory and sub-advisory services.

Aidan Perry is a financial advisor at Stonemark Wealth Management with a Series 65 designation and three years of industry experience. He served in the United States Marine Corps Reserve from 2018 to 2022 and attended the University of San Diego during the same period. Stonemark Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of fundamental and technical analysis and employs strategies including covered-call and put-writing options, as well as leveraged and inverse ETFs to tailor portfolios according to client objectives and risk tolerance.

Terry Lamn is a CFP® and holds a Series 66 license, with 19 years of experience in the financial industry. He has worked at Stonemark Wealth Management since 2024 and previously held positions at Charles Schwab Bank, Charles Schwab & Co., Inc., and TD Ameritrade. Outside of finance, he works as a part-time event photographer. Stonemark Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of fundamental and technical analysis and employs strategies including options and leveraged ETFs, tailoring portfolios to client objectives and risk tolerance.

Michael Van Lieshout is a financial advisor at Stonemark Wealth Management with two years of industry experience. He holds a Series 65 license and his prior work includes roles at Crush It Enterprise and the US Commodity Futures Trading Commission. Stonemark Wealth Management is a team-based registered investment adviser serving individuals, trusts, and retirement plans. The firm manages approximately $610 million and employs customized model portfolios that combine fundamental and technical analysis, with options strategies and selective use of leveraged ETFs as part of its investment approach.

Alexandra Mc Carthy is a financial advisor at Stonemark Wealth Management with a Series 65 designation and two years of industry experience. She previously worked at Whittier Trust Company and has held various positions across different industries, including retail and education. Stonemark Wealth Management is a team-based investment adviser serving individuals, trusts, and retirement plans. The firm uses customized model portfolios and a combination of fundamental and technical analysis, offering discretionary portfolio management and consulting services.

Jae Lee is a financial advisor at Stonemark Wealth Management with two years of industry experience. He holds a Series 65 credential and has worked in various roles including at Clever Care Health Plan and American Golf Co. Outside of his advisory role, Jae Lee owns and operates JML Golf Instruction, LLC, where he provides golf lessons. Stonemark Wealth Management is a team-based investment adviser serving individuals, trusts, and retirement plans. The firm uses customized model portfolios and a combination of fundamental and technical analysis, incorporating option strategies and selective use of leveraged or inverse ETFs to manage client portfolios.

Peter Chen is a financial advisor at Stonemark Wealth Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Stonemark (formerly Wespac Advisors SoCal LLC) since 2011 and with The Leaders Group Inc. since 2014. Stonemark Wealth Management is a team-based registered investment adviser providing discretionary portfolio management, financial planning, and consulting services to individuals, trusts, and retirement plans. The firm manages approximately $610 million across nearly 400 client relationships and employs customized model portfolios combined with fundamental and technical analysis, including option strategies and selective use of leveraged ETFs.