Portfolio Category: Taxes & Finance

David Marquart

Checchi Capital Advisers, LLC 9720 Wilshire Boulevard, 4th Floor, Beverly Hills, CA 90212 (310) 432-0010 www.checchicapital.com...
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Robin Brock

Robin Brock- Founding Partner, The Brae Robin founded The Brae with 18 years of experience as the archetypal CPA. She came to Los Angeles with her husband in 2005 as she ascended the ranks at a long standing large firm. Robin has her B.S. and M.S. in Accounting from the University of North Carolina, Wilmington. Her...
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Sean R. O’Donnell, AAMS

Creating a financial strategy that reflects your personality. Getting to know you is your financial advisor’s primary goal.
An approach built around your life’s priorities. It’s time for a financial strategy that puts your needs and priorities front and center.
Adapting the approach as life changes and goals are reached....
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