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Your Financial Consultants

You can speak with a Financial Consultant regarding mutual funds, tax-deferred annuities and life insurance. Our Financial Consultants are experienced, registered and licensed professionals trained to tailor each investment plan to address your individual needs and are conveniently located at the Financial Partners branches. To arrange for a complimentary financial consultation, call our Financial Consultants, stop by your local Financial Partners branch, or make an appointment online.

Adam J. Wass, CTFA
16468 Beach Blvd
Westminster, CA 92647
Phone: 714.861.1682
Fax: 714.861.1684
Malcolm Roane
7800 E Imperial Hwy
Downey, CA 90242
Phone: 562.904.4566 / 800.950.7328
Fax: 562.904.4558
George T. Avila
2435 E Imperial Hwy, Suite F
Brea, CA 92821
Phone: 714.978.5002
Fax: 714.978.5007
Ronald Heath
6250 Topanga Canyon Blvd., Suite 1530             
Woodland Hills, CA 91367 
Phone: 818.595.8051 
Tom Barbour
8889 Rio San Diego Drive
San Diego, CA 92108
Phone: 619.814.4066

Financial Consultants are registered with and securities are offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Financial Partners Credit Union and Financial Partners Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. Advisory services offered through LPL Financial, a registered investment advisor. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: CA.

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