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, or stop by your local Financial Partners branch. You may also call to make an appointment online or e-mail us at

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


Zoran Lozo

Zoran Lozo, CFP®, CLU

21757-A Erwin St.

Woodland Hills, CA 91367

Phone: 818-595-8051 / 800-950-7328

Fax: 818-595-8057


George T. Avila

2435 E Imperial Hwy, Ste F

Brea, CA 92821

Phone: 714-978-5002

Fax: 714-978-5007