Referral Services Search Member Directory

James Ahn Financial

  • Specialization: Investment Management; Wealth Advisory; Planning
  • Relationship Manager
    Halbert Hargrove
  • ph. 562-435-5657
  • Member Long Beach Chapter
  • View Member profile

Michael Anderson Securities/Private Money Management

  • Specialization: Corporate Retirement Services/Pvt Money Management
  • Executive Vice President
    Finestone Partners Independent RIA
  • ph. 310 432-7018
  • Member Glendale Chapter
  • View Member profile

Geoff Berlin Private Banking - Wealth Management

  • Specialization: UHNW; Business Owners; Alts; Credit
  • Executive Director, CFP
    J.P. Morgan Private Bank
  • ph. 310-860-7116
  • Member Westwood Chapter
  • View Member profile

Chantel Bonneau Financial Advisor

  • Specialization: CFP
  • Financial Advisor
    Northwestern Mutual
  • ph. 213-243-7059
  • Member Downtown LA Chapter
  • View Member profile

James H. Brandt Wealth Management/Financial Advisor

  • Specialization: Financial Planning; Portfolio Management
  • First Vice President - Wealth Management
    Morgan Stanley
  • ph. 925-930-3866
  • Member Affiliate Chapter
  • View Member profile

Joe Bryant Trust and Estate Administration

  • Specialization: Personal Trust Administration
  • Professional Fiduciary Services
    Bryant & Associates
  • ph. 310-839-0888
  • Member Century City Chapter
  • View Member profile

Caitlin Chen Banking and Financial Services

  • Specialization: Business Lending & Equipment Financing
  • Branch Manager
    U.S. Bank
  • ph. 213-615-6300
  • Member Downtown LA Chapter
  • View Member profile

Jeffrey Chiu Commercial Banking

  • Specialization: Middle Market
  • Senior Relationship Manager
    Wells Fargo
  • ph. 6263990001
  • Member Glendale Chapter
  • View Member profile

Peter A. Collins Financial Planner, Financial Services

  • Specialization: Comprehensive Financial Planning
  • Certified Financial Planner
    Collins Financial
  • ph. 310-227-9818
  • Member Beverly Hills Chapter
  • View Member profile

David G. Covell, Jr. Wealth Manager

  • Specialization: Trust and Estates
  • Senior Vice President
    Whittier Trust Company
  • ph. 626-463-2547
  • Member Pasadena Chapter
  • View Member profile

Matthew Crisafulli CERTIFIED FINANCIAL PLANNER (TM)

  • Specialization: Fee-Only Financial Planning, Medical Professionals
  • EA, CFP(R)
    ACap Asset Management, Inc.
  • ph. 818-272-8511
  • Member Encino Chapter
  • View Member profile

Joanne Crowley Financial Services

  • Specialization: Retirement Planning
  • Retirement Planning Specialist
    AXA Advisors, LLC
  • ph. 818-587-4271
  • Member Warner Center Chapter
  • View Member profile

Fred Denitz Business and Personal Financing Planning

  • Specialization: Financial Planning, Investments and Insurance
  • Wealth Management Advisor
    Northwestern Mutual
  • ph. 213-243-7053
  • Member Westwood Chapter
  • View Member profile

Laurie Dubchansky Financial Planning

  • Specialization: Financial Planning
  • Financial Planner
  • ph. 310-291-0328
  • Member Orange County Chapter
  • View Member profile

Eric G.v.R. Finke Financial Planner & Investment Advisor Rep

  • Specialization: Comprehensive Financial Planning for professionals
  • Financial Planner
    Metlife Premier Client Group
  • ph. 310-689-3363
  • Member Century City Chapter
  • View Member profile

Cheryl A. Gee Wealth Management, The Gee Group

  • Specialization: Certified Financial Planner™
  • Senior Wealth Strategy Associate
    UBS Financial Services
  • ph. 949-453-5134
  • Member Irvine Chapter
  • View Member profile

Debra Gentz Commercial Banker

  • Specialization: Middle Market Commercial Lending
  • Vice President
    Bank of the West
  • ph. 818-728-3625
  • Member Warner Center Chapter
  • View Member profile

Marcie Green Business & Legal Financing

  • Specialization: AcctsReceiv.Funding; Legal & Alternative Financing
  • Principal
    Sea-Green Financial Services
  • ph. 818-594-1272
  • Member Encino Chapter
  • View Member profile

Bob Howe Residential Mortgage Finance

  • Specialization: Mortgage Advisor
  • Mortgage Advisor
    United American Mortgage Corporation
  • ph. 949-250-1300
  • Member Orange County Chapter
  • View Member profile

Chip Humphries Financial Services

  • Specialization: Wealth Management
  • Wealth Management Advisor, CFP®, CIMA®, CRPC®
    Merrill Lynch
  • ph. 818-528-7806
  • Member Encino Chapter
  • View Member profile

Brian Ishida Commercial Banker

  • Specialization: Commercial Banking; Asset-Based Loans
  • Senior Vice President
    California United Bank
  • ph. 310-807-8605
  • Member South Bay Chapter
  • View Member profile

Saba Jahanian Financial Advisor

  • Specialization: Women and Investing
  • Financial Advisor
    Banc West Investment Services
  • ph. 310.490.2717
  • Member Warner Center Chapter
  • View Member profile

Mark Kaeller Commercial Banker

  • Specialization: Commercial Banking
  • Vice President
    Union Bank
  • ph. 213-236-6456
  • Member Glendale Chapter
  • View Member profile

Bo Lee Corporate Benefits & Risk Management

  • Specialization: Executive Benefits & Risk Management
  • Vice President - Business Development
    NFP Executive Benefits
  • ph. 858-349-9140
  • Member Pasadena Chapter
  • View Member profile

Raymond Liden Pension Consultant

  • Specialization: Plan Design and Installation
  • President
    Liden Nestle Soled & Associates, Inc.
  • ph. 818-991-8817
  • Member Westlake Chapter
  • View Member profile

Ted Lux Mortgage Loan Officer

  • Specialization: Home and Apartment Loan Financing up to $5 million
  • Senior Loan Officer
    Preferred Ventures Corp.,
  • ph. 310-821-2928
  • Member Westwood Chapter
  • View Member profile

David J Medina Accredited Investment Fiduciary (AIF)

  • Specialization: Wealth Management & Retirement Plans
  • Finanacial Advisor
    D.A. Davidson & Co.
  • ph. 626-773-4244
  • Member Pasadena Chapter
  • View Member profile

Fritz Miller Financial Advisor

  • Specialization: Fee based wealth management
  • CFP, AIF, ChFC
    Signature Estate & Investment Advisors
  • ph. 626-795-2944
  • Member Glendale Chapter
  • View Member profile

Selwyn Miller Wealth Manager, Financial Planner

  • Specialization: Investment advisory, Life planning
  • President
    Miller Financial Planning
  • ph. 805-494-4868
  • Member Westlake Chapter
  • View Member profile

Spencer M. Miller Wealth Management

  • Specialization: Corporate Directors, Executives, Affluent families
  • Financial Advisor
    Merrill Lynch
  • ph. 805-381-2678
  • Member Westlake Chapter
  • View Member profile

Charles Moore Banking

  • Specialization: Commercial Banking
  • Vice President, Relationship Manager
    Citizens Business Bank
  • ph. 818-550-0400
  • Member Glendale Chapter
  • View Member profile

Ryan OKane Finance

  • Specialization: Residential and Real Estate Lending
  • Principal
    Arbor Financial Group
  • ph. 714-361-1409
  • Member Orange County Chapter
  • View Member profile

James Olmore Wealth Management

  • Specialization: Investment, Financial Planning, PE
  • Senior Wealth Consultant
    Mariner Wealth Advisors
  • ph. 8582439366
  • Member San Diego Chapter
  • View Member profile

David Orr Commercial Banking

  • Specialization: Loans to middle market companies
  • Senior Vice President
    Manufactures Bank
  • ph. 818 380-0909
  • Member Westlake Chapter
  • View Member profile

Loren S. Peters Financial Advisor

  • Specialization: Wealth Management
  • Senior Financial Advisor, Vice President
    Merrill Lynch
  • ph. 310 536-1662
  • Member South Bay Chapter
  • View Member profile

Rod A. Ponce Business and Consumer Banking

  • Specialization: Small to Medium Enterprise Lending; Equity Lines
  • Senior Relationship Banking Officer
    Bank of the West - BNP Paribas Group
  • ph. 310-393-9329
  • Member Silicon Beach Chapter
  • View Member profile

Thomas S.L. Riebs IBanker

  • Specialization: International businesses and Individuals
  • Vice President
    Bank of the West - BNP Paribas Group
  • ph. 213-604-2471
  • Member Westwood Chapter
  • View Member profile

Christina Roberts Financial Advisor

  • Specialization: Personal Financial Planning
  • Financial Advisor
    Abacus Wealth Partners
  • ph. 424-299-6732
  • Member Silicon Beach Chapter
  • View Member profile

Bob Robinson Financial Services

  • Specialization: Hedge Fund & Wealth Management
  • Director - Investments
    Oppenheimer
  • ph. 310-446-7423
  • Member Westwood Chapter
  • View Member profile

Daniel Romero CERTIFIED FINANCIAL PLANNER™ Practitioner, AIF®

  • Specialization: 401(k)/Pension Services & Group Health Insurance
  • CERTIFIED FINANCIAL PLANNER™ Practitioner, AIF®
    Romero & Levin Wealth Management, Inc.
  • ph. 714-547-8787
  • Member Orange County Chapter
  • View Member profile

Daniel E. Saks Insurance

  • Specialization: Life, Disability, LTC, and Medical
  • Principal
    Saks Financial Services
  • ph. 310-372-7318
  • Member South Bay Chapter
  • View Member profile

Steven Savoldelli Banking and Financial Services

  • Specialization: Loans, Cash Management, Merchant Services
  • Vice President - Commecial Banking Officer
    Comerica Bank
  • ph. 818-379-2932
  • Member Westwood Chapter
  • View Member profile

James Schaefer Certified Public Accountant

  • Specialization: Business Financial Management
  • Partner
    Mark Schaefer Associates
  • ph. 626-446-3126
  • Member Pasadena Chapter
  • View Member profile

Barbara Schwartz Consulting Retirement Actuary

  • Specialization: Retirement Plans
  • Principal
    ConsultBJS
  • ph. 310-259-0552
  • Member Beverly Hills Chapter
  • View Member profile

Allen Sheals Financial Risk Management

  • Specialization: Foreign Exchange, Commodities and Rates
  • Senior FX Sales
    GPS Capital Markets
  • ph. 3108488372
  • Member Westlake Chapter
  • View Member profile

Adam Smith Wealth Management

  • Specialization:
  • Senior Private Client Advisor
    Bank of the West/BNP Paribas Wealth Management
  • ph. 310-205-8716
  • Member Westwood Chapter
  • View Member profile

Jeff Stern Investment Management

  • Specialization: Fixed Income, Equities, Alternative Investments, C
  • Private Banker
    J.P. Morgan
  • ph. 949-852-4324
  • Member Irvine Chapter
  • View Member profile

Larry Takahashi Financial Advisor

  • Specialization: Wealth Management
  • Wealth Advisor, CFP, AIF
    Larry Takahashi Financial Services
  • ph. 424-247-7268
  • Member South Bay Chapter
  • View Member profile

Alex Urmersbach Finance

  • Specialization: Strategic Planning
  • SVP, Business Manager
    Bank of America
  • ph. 747-888-7294
  • Member Warner Center Chapter
  • View Member profile

Richard Ward Financial Advisor

  • Specialization: Investment Planning
  • First Vice President/Investments, CFP(r)
    Stifel
  • ph. 949-271-5110
  • Member Orange County Chapter
  • View Member profile

Christopher Welton Financial Advisor

  • Specialization: Asset Allocation
  • Financial Representative
    Northwestern Mutual
  • ph. 415-733-6747
  • Member San Francisco Chapter
  • View Member profile

Joseph A. Wingard Financial Services

  • Specialization: Wealth Management
  • Vice President
    Merrill Lynch
  • ph. 310 858-4819
  • Member Beverly Hills Chapter
  • View Member profile

David Matthew Wong CPA

  • Specialization: Hospitality, Manufacturing/Distribution
  • Experienced Audit Senior
    CohnReznick
  • ph. 310-598-1633
  • Member Warner Center Chapter
  • View Member profile
 

BECOMING A BP MEMBER

To qualify to become a BP Member, candidates must be seasoned professionals who are well established in a business, which may be reflected by a minimum of five (5) years of experience in your profession. The candidate must maintain an active UCLA Alumni Association Annual or Life Membership and demonstrate a strong affiliation with UCLA, which may be reflected by having obtained a degree from the University, attended UCLA for a minimum of two (2) years full-time, completed a professional certification through UCLA Extension or other University entities that are consistent with BP's mission, served as a faculty or staff member at the University, and/or being actively engaged with the University and its mission. The BP Membership Committee reviews all applications, and may decline membership to any applicant, who, in the Committee's discretion, may not benefit from participation in BP and may not benefit BP by being a member. Further, BP Members must complete their personal BP Professional Profile and post a compliant professional portrait on the BP website.

Mission Statement

The mission of Bruin Professionals ('BP') is to assemble a diverse group of UCLA Alumni who are well established in a profession or business and are willing to make a commitment to attend BP meetings. BP Members will have the opportunity through an organized format to develop relationships and expand their business activities by sharing referrals, resources, information, ideas and advice. BP will develop Bruin synergy and establish a venue through which Professional Alumni can become actively associated with UCLA and promote new business leads.

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