Westside Financial Advisors LLC

Roque Wicker is the sole advisor at Westside Financial Advisors LLC in Los Angeles, California, with two years of industry experience. He is also the President and CEO of CT Watch Inc., a defense contractor he has led since 2008. Westside Financial Advisors LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, including high net worth clients, as well as corporations and businesses. The firm employs a primarily passive, asset-class-based investment approach supplemented by fundamental and technical analysis, and may use sub-advisory services to implement client portfolios.

Samuel Landman is a financial advisor at Westside Financial Advisors LLC with experience spanning several roles in financial services and real estate since 2015. His background includes positions at Concord Companies, Wealthstone, and Global Integrity Realty Group. Outside of advisory work, he is involved in capital raising and real estate syndication. Westside Financial Advisors LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, including high net worth clients, as well as corporations and businesses. The firm employs a primarily passive, asset-class-based investment approach and integrates fundamental and technical analysis, occasionally utilizing third-party sub-advisors.

Michael Setlich is a financial advisor at Westside Financial Advisors LLC in Los Angeles, CA, with one year of industry experience. He has been involved with Aimco and Setlich Capital since 2014. Outside of advisory work, he is involved in principal and capital sourcing for real estate. Westside Financial Advisors LLC offers discretionary portfolio management and financial planning services to individuals, high net worth clients, corporations, and businesses. The firm employs a primarily passive, asset-class-based investment approach supplemented by fundamental and technical analysis and may utilize third-party sub-advisors.

Turkessa Ferrer Babich is a financial advisor at Westside Financial Advisors LLC with four years of industry experience. She has been with Westside Financial since 2021 and also runs an entertainment company. Westside Financial Advisors LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, including high net worth clients, as well as corporations and other businesses. The firm employs a primarily passive, asset-class-based investment approach using index mutual funds and ETFs, supplemented by fundamental and technical analysis.

Christopher Ridout is a financial advisor with Westside Financial Advisors LLC in Los Angeles, CA. He has been in the industry for four years and previously worked at Zimmerman Reed for seven years. In addition to his advisory role, he is also a consulting attorney. Westside Financial Advisors LLC provides discretionary portfolio management and financial planning services to individuals, including high net worth clients, as well as corporations and businesses. The firm employs a primarily passive, asset-class-based investment approach using index mutual funds and ETFs, supplemented by fundamental and technical analysis and occasional third-party sub-advisory services.

Jon Dennis is a financial advisor at Westside Financial Advisors LLC in Los Angeles, CA, with one year of industry experience. He is also a partner in a CPA firm, Dennis Duncan & Covington LLP, where he has worked since 2018. Prior to that, he was with MGO CPA from 2016 to 2018. Westside Financial Advisors LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, including high net worth clients, as well as corporations and businesses. The firm employs a primarily passive, asset-class-based investment approach combined with fundamental and technical analysis and may utilize third-party managers for sub-advisory services.

Wendy Atlin is a financial advisor at Westside Financial Advisors LLC with one year of industry experience. Prior to joining the firm, she worked in technology roles at several companies including IBM and PwC. Outside of her advisory work, she is also a technology executive. Westside Financial Advisors serves individual, high-net-worth clients, and businesses by providing discretionary investment management and comprehensive financial planning. The firm primarily uses passive investment strategies supported by fundamental and technical analysis, often delegating portfolio implementation to a recommended third-party manager.

Kenneth Cornutt is a CFP® and PFS™ credentialed advisor at Westside Financial Advisors LLC with nine years of industry experience. He previously operated as a CPA under Kenneth Cornutt CPA for two years before joining Westside Financial Advisors in 2017. Outside of advisory work, he owns Westside Tax and Accounting Services, which provides accounting and tax-related services. Westside Financial Advisors serves individual and high-net-worth clients as well as corporations, focusing on passive investment management primarily through index mutual funds and ETFs. The firm offers discretionary investment management, comprehensive financial planning, and integrates business and employee-benefit planning with tax and accounting considerations.

Gahng Choi is an advisor with Westside Financial Advisors LLC in Los Angeles, CA, with one year of industry experience. Prior to joining Westside Financial Advisors, Choi worked at EY for five years and PwC for four years. He is also affiliated with TSMG Solutions LLC. Westside Financial Advisors serves individual and high-net-worth clients as well as corporations, providing discretionary investment management and comprehensive financial planning. The firm primarily employs a passive investment approach using index mutual funds and ETFs, often delegating portfolio implementation to a recommended third-party manager.