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

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

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

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

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

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

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

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

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

Christina Roberts Financial Advisor

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

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

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

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
 

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.

ByLaws

Connect with us on: