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

Adam J. Wass, CTFA

16348 Beach Blvd

Westminster, CA 92683

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


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Ronald Heath

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


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.