59 Results for

Financial Planner Jobs in Westchester, CA

Jobs

Newport Beach, CA21 days ago

The Senior Tax Planner is responsible for overseeing our firm’s tax planning technology tools, and meeting directly with advisors and clients to deliver comprehensive tax planning, strategic advice, and solutions. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Westlake Village, CA30+ days ago

$70,000–$90,000

The Associate will receive extensive training on our internally developed analytical tools and custom analytics, becoming well-versed in asset allocation theory, taxes, and retirement, trust, and estate planning issues. OCM is well-positioned to tailor wealth management solutions for its clients through its wealth forecasting group and integrated investment management service.

Newport Beach, CA30+ days ago

Specific responsibilities include, but are not limited to: Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans, presentations, and client proposals. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Newport Beach, CA30+ days ago

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. This individual will work with our Wealth Advisors and play an integral role in adding value for our clients, focused on servicing sophisticated individuals and families.

Irvine, CA7 days ago

You will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases. Review client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.

Los Angeles, CA30+ days ago

$122,535–$208,715 Per Year

Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, and Investments, with an emphasis on business owner wealth and succession planning. * Demonstrable expertise at easily explaining complex strategies to clients and COIs; and quickly identifies and pursues to a successful sale Bank product or service solutions that align with the best interest of the client.

Westlake Village, CA30+ days ago

$100,000–$125,000 Per Year

Specific responsibilities may include but not limited to: Leading the development of sophisticated, customized financial analyses and strategic solutions for the firm’s clients, including brainstorming on business exceeding $10 million. The Director will serve as a senior leader within the Wealth Management Group, playing an integral part in driving the firm’s growth strategy and delivering its full scope of wealth and advanced planning capabilities.

Anaheim, California20 days ago

$23.59–$31.84 Per Hour

Job Posting Title: Financial Aid Planner Choose To Make A Difference: Come care with us at American Career College where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals. Assisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling.

Westlake Village, CA30+ days ago

$70,000–$90,000

New!

Los Angeles, California3 days ago

$75,000–$175,000 Per Year

Position: A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a highly skilled Team Wealth Planner to deliver white‑glove, high‑touch family office services to ultra‑high‑net‑worth families, founders approaching liquidity events, and multigenerational households. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 32 markets throughout the United States, as well as an office in London.

Los Angeles, CA30+ days ago

$95,000–$160,000 Per Year

The successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, basic trusts & estates, basic individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.

Irvine, CA7 days ago

Financial Planning– Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management– Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.

Pasadena, CA10 days ago

$85,000–$350,000 Per Year

About us: MassMutual Pacific is a high-performing, dynamic branch of MassMutual – a world-renowned financial institution with a solid heritage and a forward-thinking approach. As a new team member, you will provide personalized investment solutions to help clients work toward their long-term financial goals.

Los Angeles, California7 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Los Angeles, California30+ days ago

$145,000–$160,000

Without a written agreement signed by an officer of SprintRay: a) SprintRay does not accept resumes from recruiting agencies, headhunters, or any other party expecting payment in the event SprintRay speaks with or hires a candidate from such submitted resume; b) SprintRay is not responsible for any fees related to unsolicited resumes or related Terms of Service, and c) Unsolicited resumes received will be considered the property of SprintRay and will be processed accordingly. This role partners closely with Executive Leadership, Sales, Marketing, Finance, Product, and Operations to translate business strategy into actionable, financially aligned demand and supply plans that support growth, service, margin, and working capital objectives.

Los Angeles, CA30+ days ago

Full-time

You will play a key role in ensuring product availability, managing imported supply timelines, and supporting business growth by partnering closely with Sales, Operations, and Finance. Align supply plans with warehouse capacity, shelf-life considerations, and food safety requirements, Establish and monitor inventory targets (safety stock, cycle stock) to balance service levels, costs, and working capital.

Los Angeles, CA30+ days ago

$95,230–$142,566 Per Year

The actual salary offered for this position will vary depending on multiple factors including the candidate’s qualification, education, position knowledge, work experience, skills, ability, work location, and internal incumbent compensation for similar roles. Professional Development: LinkedIn learning access, business development training, supportive mentorship, company-paid ARE study materials, exam fees, and licensure completion bonuses.

West Hills, CA30+ days ago

$91,000–$151,000 Per Year

The Demand Planner is responsible for developing, maintaining, and improving demand forecasts at the account level to support accurate financial revenue planning and supply chain decision-making. For candidates in California and the New York metro, the Target Base Pay Range is $101,000.00 - $167,000.00, to reflect the cost of living and market conditions in those areas.

Los Angeles, CA30+ days ago

Full-time

Rincon’s SCR+ Practice works with cities, counties, special agencies, and businesses throughout California on a wide range of climate areas including carbon neutrality, electrification and decarbonization, water and waste issues, transportation, urban planning, carbon intensity analysis and low carbon fuel and greenhouse gas verification. We are seeking a Climate Mitigation Planner who will support Rincon’s Sustainability Climate Resilience (SCR+) Practice in developing climate action plans, decarbonization strategies, and greenhouse gas modeling; then working with those clients to implement their projects throughout California, some of which are the first of their kind.

Hollywood, CA30+ days ago

$37–$42 Per Hour

Balance with available resources capacity (Machine and/or Labor), Aligns with delivery plan of externally purchased raw materials and services, Aligns with the first 3 months of S&OP Master Supply Plan assumptions for production and inventory targets, Development of a sequenced production schedule, which will: Disaggregate first two weeks of the Master Production Schedule into daily and shift level build plan. Accountable for the development and execution of all or a designated part of long-term Master Supply Plan (0-18 months), medium-term Master Production Schedule (0-13 weeks) and short-term Production Schedule (0-2 weeks daily and shift level build plan).

New!

Van Nuys, CA4 days ago

Engages in caring behaviors, taking conscious ownership for work and takes deliberate/thoughtful actions regarding how to best carry out interactions with the patient, families, physicians, and co-workers. The Discharge Planner is responsible for delivering social services, including psychosocial evaluation and treatment, advocacy, teaching, referrals to community services, and assistance, as needed, with discharge planning.

Santa Monica, CA9 days ago

$100,000–$120,000 Per Year

Managing financials (scopes, estimates, and billing worksheets), assisting in revenue forecasting and reconciliations, developing chronologies, coordinating productions, and handling final distribution. You know what needs to be done, and your penchant for strategic delegation and problem-solving makes you a natural fit for this Senior Project Planner position with Evolvics.

Los Angeles, CA20 days ago

$80,000–$108,000

Effective consulting skills: listening and clarifying client problems, understanding project scope, managing time and resources, ensuring margins; Effective communication skills: distilling your work in a succinct and compelling manner both verbally (written/oral) and graphically (graphs, flow charts, infographics); Experience working on projects that emphasize decision making, governance, and policy development; Experience with public sector clients, including major agencies or ministries related to transportation, housing, land use, energy, and community and economic development; Project and team management skills – including utilization planning, task allocation, and commercial management of consulting projects; Benefits. Whether you join immediately after graduation, or as a senior leader, Steer is committed to helping you grow your career in ways that add to your breadth of experience on a variety of projects, the depth of your technical skills with clients, your client and project management knowledge, and your leadership awareness and practice.

North Hollywood, CA30+ days ago

$39–$44 Per Hour

Responsibilities:* Development and approval of the cross-functionally aligned Master Supply Plan for designated site bottleneck resources, which will:o Balance demand with supply in the 18 - 24 months horizono Provide a set of planning scenarios to manage capacity imbalances and satisfy the Demand Plano Provide long-term Inventory projectionso Provide the baseline for a long-term supplier capacity evaluation* Development and approval of the Master Production Schedule for designated critical/bottleneck manufacturing resources:o Fulfils all internal and external customer demand in minimum 13 weeks rolling horizono Balance with available resources capacity (Machine and/or Labor),o Aligns with delivery plan of externally purchased raw materials and services,o Aligns with the first 3 months of S&OP Master Supply Plan assumptions for production and inventory targets,* Development of a sequenced production schedule, which will:o Disaggregate first two weeks of the Master Production Schedule into daily and shift level build plano Prioritize the Work Orders in a sequence which will allow reduction / optimization of an operation setup time* Own and ensure that the relevant ERP planning master data is regularly updated and accurately reflects supply capability and lead-time.* Report out on Operational Planning KPI performance and develop root cause analysis and corrective actions* Report out and provide recovery actions into the Site DLA process / Weekly Operations Planning meeting / S&OP processMinimum Qualifications The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the jobEducation Level: (Required): Bachelor's DegreeField of Study/Area of Experience (if more than 5 years experience required, provide overview in the experience comments to support objective justification):5 Years of experience in Supply Chain PlanningKnowledge, Skills and Abilities* Knowledge of manufacturing resources planning theories, principles, and industry practices.*

Long Beach, CA30+ days ago

Positions will be assigned to specific sections within the department, including Capital Development, Projects & Construction, Business Management, and Maintenance & Operations, and report to the respective Section Supervisor in support of medical center tasks. The Medical Equipment Planner will be responsible for overseeing and assisting with major project activations, equipment planning, specifying, budgeting, preparing solicitation packages for equipment purchases, and managing delivery and installation.

Los Angeles, CA30+ days ago

Full-time

As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entriesJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. The job demands interaction with colleagues on the global events team and the larger marketing group, bankers and product partners, and senior management so that we can ensure a consistent and distinctive experience for clients which underscores our business strategies.

DOWNEY, CA30+ days ago

$32.25–$40.32 Per Hour

Position Responsibilities: + Coordinate and schedule preventative maintenance, work orders, and third-party services while managing the plant's CMMS and auditing maintenance effectiveness, as the Maintenance Planner. + Utilize CMMS to effectively plan, schedule, and manage work orders from inception to completion, ensuring documentation and tracking of all maintenance activities.

Irvine, CA30+ days ago

$70,000–$95,000
Full-time

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role is critical to ensuring efficient workflows across research, product development, and production while maximizing utilization of resources and meeting internal and external delivery commitments.

West Covina, California30+ days ago

$74,000–$75,000 Per Year

This role is responsible for translating the buyer’s vision into viable profitable results through developing and maintaining sales, inventory and margin plans that tie to financial targets. Plan all components (retail, cost, units, margin, etc.) for specific categories/departments pertaining to class or item level in order to maximize sales and profitability.

Irvine, CA30+ days ago

$100,000–$130,000 Per Year

Terran Orbital provides end-to-end satellite solutions by combining satellite design, production, launch planning, mission operations, and on-orbit support to meet the needs of the most demanding military, civil, and commercial customers. Production Planner partners closely with engineering, operations, supply chain, and program stakeholders to maintain schedule accuracy, track progress, and deliver clear performance insights that keep our spacecraft programs moving forward.

Long Beach, CA30+ days ago

Planate Management Group (PMG) is a Service-Disabled Veteran-Owned Small Business (SDVOSB) headquartered in Alexandria, Virginia, and Orlando, Florida USA with a technical support center in South East Asia and East Africa, that provides program management and facilities engineering services worldwide. Planate is a small business provider of planning, design, infrastructure management, technical consulting, engineering, and construction management services in support of the US Department of Defense (DOD) and its Service (Army, Air Force, Navy, Marine Corps) missions, along with other US federal agencies, all over the world.

New!

Los Angeles, CA2 days ago

$100,000–$1,000,000 Per Year

We help advisors break production barriers by replacing “do-it-yourself” models with a proven, collaborative approach that drives efficiency, deeper client relationships, and sustainable growth. Lenox Advisors is a premier wealth management firm designed for experienced advisors who want to scale beyond transactional production and unlock their next level of income.

Los Angeles, California30+ days ago

$165,000–$185,000 Per Year

Degree in industrial engineering, civil engineering, transportation planning, city/urban planning, architecture, aviation, business, operations research, or related technical field. The ideal candidate will support the client's operational business units in documenting, analyzing, and recommending solutions/improvements to current and future operational challenges within the organization.

New!

Los Angeles, California2 days ago

$80,000–$95,000 Per Year

The Planner will own style-level buy planning and in-season inventory management within their categories, leveraging historical data, current trends, and forward-looking forecasts to maximize sales, optimize inventory, and improve margin. Our teams are built on creativity, collaboration, and operational excellence, and we are committed to fostering an inclusive, high-performance environment where ambitious, curious, and values-driven individuals can do the best work of their careers.

Newport Beach, CA29 days ago

Full-time

5-8 years of related experience in master planning tasks related to but not limited to: developing / confirming water demand factors and demand projections, developing / confirming sewer flow factors and flow projections, performing I/I analysis, business risk calculations, alternative analysis, cost estimations, alternatives scenario analysis, fire flow analysis etc. We have made a deliberate and focused commitment to nurture a people-centric culture where people are: valued as individuals; supported in their professional and career development with multiple, varied career paths; provided the tools and resources to be successful, engaged, and satisfied in their work; and positive benefits, time-off programs, and flexibility to help maintain a healthy balance between work and home.

Los Angeles, CA30+ days ago

With its strong 55-year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms. This role is ideal for a consulting technologist with deep expertise in modern GenAI tooling, agentic system design, and enterprise SDLC, who can partner directly with clients to envision, design, develop, and deploy Agentic AI platforms in regulated environments.

Costa Mesa, CA12 days ago

$50,000–$150,000 Per Year

Total Compensation: First year advisors’ to experienced advisors’ variable performance based compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range). Backed by Industry Leaders: As a local firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top 7th independent broker dealer.

El Segundo, CA9 days ago

$100,000–$300,000 Per Year

As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team.

Long Beach, CA30+ days ago

$75,000–$95,000 Per Year
Full-time

Important information: FOR CANDIDATES SEEKING TO WORK IN US OFFICES ONLY: To conform to U.S. Government space technology export regulations, including the International Traffic in Arms Regulations (ITAR), Rocket Lab Employees must be a U.S. citizen, lawful U.S. permanent resident (i.e., current Green Card holder), or lawfully admitted into the U.S. as a refugee or granted asylum, or be eligible to obtain the required authorizations from the U.S. Department of State and/or the U.S. Department of Commerce, as applicable. Our Space Systems business designs and builds our extensive line of satellites, payloads, and their components, including spacecraft that have been selected to support NASA missions to the Moon and Mars and components used on the James Webb Space Telescope.

Long Beach, CA30+ days ago

$75,000–$95,000 Per Year

To conform to U.S. Government space technology export regulations, including the International Traffic in Arms Regulations (ITAR), Rocket Lab Employees must be a U.S. citizen, lawful U.S. permanent resident (i.e., current Green Card holder), or lawfully admitted into the U.S. as a refugee or granted asylum, or be eligible to obtain the required authorizations from the U.S. Department of State and/or the U.S. Department of Commerce, as applicable. Our Space Systems business designs and builds our extensive line of satellites, payloads, and their components, including spacecraft that have been selected to support NASA missions to the Moon and Mars and components used on the James Webb Space Telescope.

Garden Grove, CA30+ days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Los Angeles, California30+ days ago

Remote

$71,869–$114,797 Per Year

WHAT WILL YOU DO?Investment Advisory Program Account Administration: Open Investment Advisory Program accounts and work directly with clients, Financial Advisors, CNS Investment Operations and CNB Trust Operations to open, fund, and provide ongoing support and service. Financial Advisors by providing day to day client support and operational service on all CNS Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal and Business Banking Group.

Newport Beach, CA30+ days ago

Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.

Los Angeles, CA30+ days ago

$90,000–$100,000 Per Year

The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market.

West Los Angeles, CA30+ days ago

Develop, document and implement a client’s overall integrated wealth plan with the other departments of Family Office Services including Investment Advisory, Investment Operations, Tax Services, Strategic Planning, and Expense Management. We are looking for a talented manager to support Directors on certain Family Office client service teams and, in time, lead an increasing number of client relationships, as well as manage most day-to-day aspects of client engagements.

Los Angeles, CA30+ days ago

We are currently seeking a highly talented and motivated individual to join our wealth advisory team as a Regional Director responsible for coordinating sales efforts across our network of referral channels in the Los Angeles, CA area. The Regional Director will also be responsible for coordinating and leading members of his/her assigned partner office wealth advisory team to convert prospective clients referred through our referral partner branches.

Remote CA, California30+ days ago

Remote

$145,000–$150,000 Per Year

Regional Directors cover strategically important and large market geographic areas in the Intermediary Sales channel and are responsible for driving sales of Allspring’s mutual funds, separately managed accounts, active ETFs, money funds and DCIO business at all broker dealers and RIAs. Regional Director sales achievement success will be driven by several factors such as: client service model, segmentation strategy, effectiveness at point of sale, consistency, and focusing on the right products, advisors, and firms.

Irvine, CA7 days ago

The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.

Irvine, California14 days ago

$20–$21 Per Hour

This role is more of an entry-level position and ideal for someone who enjoys interacting with people, has strong customer service skills, and is interested in building office and administrative experience within a stable, growing company. The chosen candidate will work alongside one other receptionist and support attorneys and financial advisors by managing front desk operations, phone calls, and general office coordination.

New!

Los Angeles, California6 days ago

Either by way of direct engagement or retention through the professional's insurance carrier, we represent, among others: accountants, architects & engineers, attorneys, bankers, computer and media professionals, (cyber law), financial planners, healthcare providers, insurance brokers and agents, school districts and municipalities, property appraisers and inspectors, real estate appraisers, brokers and agents, and securities brokers (FINRA). The ideal candidate will have strong research and writing skills and at least eight (8) to fifteen (15) years of experience defending professional liability claims involving Directors & Officers, Legal Malpractice, Errors & Omissions, and Architects & Engineers.

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Financial Planner Jobs in Westchester, CA

Jobs

Senior Tax PlannerBeacon Pointe Advisors LLC

Wealth Management Financial PlannerOne Capital Management, LLC

Senior Financial PlannerBeacon Pointe Advisors LLC

Financial PlannerBeacon Pointe Advisors LLC

Financial Planner-Seattle, WARK Partners

Wealth Strategist (Financial Planner)City National Bank

Financial Planner (Director)One Capital Management, LLC

Financial Aid PlannerAmerican Career College

Wealth Management PlannerOne Capital Management, LLC

Team Wealth PlannerRockefeller Capital Management

J.P. Morgan Wealth Management - Vice President - Private Wealth Planner, Planning SpecialistJPMorgan Chase

Financial Advisor-SeattleRK Partners

Financial AdvisorMassMutual Pacific

Financial AdvisorNorthwestern Mutual

Senior Global Demand PlannerSprintRay

Supply Chain Planner/Buyer - (Distribution Center) Commerce, CAConexus Food Solutions

Healthcare PlannerHMC Architects

Demand PlannerPharmavite

Climate Action Mitigation PlannerRincon Consultants, Inc

Planner IIConnexion Systems + Engineering

Discharge Planner - Full Time, Days (Van Nuys)Southern California Hospitals

Senior Project PlannerSyneos - Commercial - Prod

Transportation PlannerSteer

Planner IIBelcan

Medical Equipment Planner – Healthcare ConstructionTerrestris Global Solutions

Private Bank Event Planner - Senior AssociateJPMorgan Chase Bank, N.A.

Maintenance PlannerReyes Holdings

Manufacturing PlannerJobot

Merchandise PlannerMINISO USA

Sr. Production PlannerTerran Orbital Corporation

Medical Equipment Planner (Long Beach, CA)Planate Management Group, LLC

Financial Advisor - Los AngelesLenox Advisors

Senior Airport Operations Planner/Analyst/EngineerCordoba Corporation

PlannerSKIMS

Senior Engineer - Master Planner and Modeling - Water WastewaterArdurra Group, Inc.

AI Product Engineer - Agentic AI Platforms (Financial Services)Capgemini

Financial AdvisorGoldBook Financial

Financial AdvisorSagient

Financial Analyst IIRocket Lab USA

Financial Analyst IIRocket Lab Corporation

Financial AdvisorFirst Command Financial Services, Inc.

Investment Relationship Officer - (Financial Advisor Support)City National Bank

Financial Advisor - LicensedRK Partners

Financial Advisor SeniorCity National Bank

Manager - Wealth ManagementRegal Executive Search

Regional DirectorBeacon Pointe Advisors LLC

Regional Director (Northern California/Nevada)Allspring Global Investments Holdings, LLC

Senior Wealth AdvisorColumbia Bank

ReceptionistUltimate Staffing Services

Professional Liability PartnerLewis Brisbois

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