
City National Bank
planning, estate planning, business banking, investment management, and loan services. Our knowledgeable financial advisors are available to help you reach your goals. With our commitment to service and, we strive to exceed expectations each and every time. Contact us today to find

Julie Ping He, CFP - Gateway Financial Advisor
Gateway Financial Advisor who specializes in providing clients with comprehensive wealth management services. She be affected by investments. She provides tax-efficient strategies and retirement planning solutions, her clients. Julie is an experienced and knowledgeable investment manager who has a deep understanding

John M Plaza Investment Advisor
John M Plaza Investment Advisor provides comprehensive financial planning services to help clients manage their money and reach their goals. Our understanding. Our services include professional money management, investment recommendations for pre-retirement and retirement planning, assistance with college savings plans

Brian Lombardo, CFP, CPA
Our firm provides comprehensive financial planning and professional investment management solutions. Brian Lombardo, CFP, CPA works with clients will discuss your needs and review our processes and fees. Our experienced team of advisors are available to answer