financial advisor firm that specializes in providing sophisticated financial plans using custom portfolios to high net worth individuals and families

provide a wide range of financial services, from investments and tax minimization to family office and asset protection. Ourvalue-oriented solutions to reduce taxes and maximize financial returns. Our services include audits, reviews, compilations and, cost-effective solutions to achieve our clients' financial goals.

expertise necessary to help you make sound financial decisions. We have offices located in Central Coast, Santa Monica, a registered investment advisor. Perennial Investment Advisors and Perennial Financial Services are separate entities from LPL Financial. The LPL Financial Registered Representatives

At The Office of Carrera & Baez, we are a team dedicated to helping our customers with their financial and that fit their individual needs and benefit their family. As such, we are committed to being there doing what is right for them. At The Office of Carrera & Baez, we strive to provide our

Management (FWIM) is an investment advisor and a subsidiary of First Western Financial Inc. Based in Los Angeles foundations, endowments, pension plans and acts as sub-advisor to a number of institutional clients. As a with First Western Capital Management to provide back office support to the local clients.