Our Team
Team Members
Paul Karlitz
Chief Executive Officer
CLU, ChFC, CLTC, LUTCF
CA Insurance Lic #: 0C16829
Domicile in CA
David M. Streit
Chief Operations Officer
CA Insurance Lic # : 0B83683
Domicile in CA
Rick Thiedig
Chief Financial Officer
CPA
Licensed by the California Board of Accountancy
License #: 118003
Richard Halloran
New Business Director
CA Insurance Lic #: 0C50198
Domicile in CA
Alina Vartazarian
Vice President
Sales & Practice Management
CFEI®
CA Insurance Lic #: 0F79851
Domicile in CA
W. Kent Althouse
Director of Investments
Wealth Management Advisor
CA Insurance Lic #: 0E61482
Domicile in CA
Andrew Vincent Marin
Director of Advanced Planning
J.D.*
CA Insurance Lic #: 0I26458
Domicile in CA
Arturo Unzueta
Compliance Officer
Robert M. Smith
Financial Services Professional
Disability Income Specialist
CLU, ChFC, CLTC, RICP
CA Insurance Lic #: 0741819
Domicile in CA
Kathleen Adams
Financial Advisor
CFP, CLTC, CFBS
CA Insurance Lic #: 0733257
Domicile in CA
Jessie Aguilar
Financial Services Professional
CA Insurance Lic #: 0E79412
Domicile in CA
Jason Anthenien
Financial Services Professional
CA Insurance Lic#:0166554
Domicile in HI
Lisbeth Arcienega
Financial Services Professional
CA Insurance Lic #: 4036781
Domicile in HI
Antonio K. Bale, Jr.
Financial Advisor
CA Insurance Lic #:4071194
Domicile in HI
Adam Benedict
Sr Case Manager
Staff member since: 2013
Tanya Jalil Blomquist
Financial Services Professional
CA Insurance Lic #: 4270390
Domicile in CA
Robert Carty
Financial Advisor
CA Insurance Lic #: 0A72428
Domicile in CA
Liane Chong
Financial Advisor
CA Insurance Lic #: 1873478
Domicile in HI
Ben David
Financial Services Professional
FSCP®
CA Insurance Lic #: 0J09379
Domicile in CA
Jay Weichen Ding
Financial Services Professional
CA Insurance Lic #: 0E51431
Domicile in CA
Anne Marie Fabishak
Financial Services Professional
CA Insurance Lic #: 4214113
Domicile in CA
Peter R. Fong
Financial Services Professional
CA Insurance Lic #: 0772288
Domicile in CA
Andrea Fonseka
Financial Services Professional
CA Insurance Lic #: 4275309
Domicile in CA
Steven Gasparian
Financial Advisor
CA Insurance Lic #: 0J13588
Domicile in CA
Yechiel Shalom Goldberg
Certified Financial Planner Professional
Special Care Planner
Ph.D., CFP, ChSNC, BFA
CA Insurance Lic #: 0G70107
Domicile in CA
Karina Gonzalez
Executive Assistant to the CEO
Staff member since: 2019
Gerardo Gonzalez, Jr.
Financial Advisor
CA Insurance Lic #: 0I41055
Domicile in CA
Paul Grande
Financial Advisor
CA Insurance Lic #: 0J01488
Domicile in CA
Raffi H. Hamassian
Financial Services Professional
CPA
CA Insurance Lic #: 4136632
Domicile in CA
Harutune Hamassian
Financial Advisor
CPA
CA Insurance Lic #: 0D20691
Domicile in CA
Don Harrington
Financial Advisor
CFP, CLU, ChFC
CA Insurance Lic #: 0C34404
Domicile in CA
Simon Hoffman
Financial Professional
Staff member since: 2024
CA Insurance Lic #: 4332118
Domicile in CA
Saeed Kahrobai
Financial Services Professional
CA Insurance Lic #: 0D43608
Domicile in CA
Paul Kaye
Financial Advisor
CA Insurance Lic #: 4063616
Domicile in CA
Andy G. Kim
Financial Services Professional
Special Care Planner
CA Insurance Lic #: 1962451
Domicile in CA
Helen Hyoyoung Kim
Financial Advisor
FSCP, FSS, LUTCF, CLTC, CFBS
CA Insurance Lic#: 0B89287
Domicile in CA
Matt T. Kokkonen
Financial Planner
CLU, ChFC, MSFS, MSM
CA Insurance Lic #: 0387736
Domicile in CA
Samuel Lau
Vice President- Sales
Alhambra
CA Insurance Lic #: 0E23335
Domicile in CA
Kenneth Paul Lee
Vice President- Sales
Irvine
CA Insurance Lic #: 0M66641
Domicile in CA
Mei Li Lee
Financial Planner
Registered Representative
ChFC
CA Insurance Lic #: 0G89865
Domicile in HI
Jeffrey Ling
Financial Advisor
CFP
CA Insurance Lic #: 0175755
Domicile in HI
Michael Lubrani
Financial Services Professional
CA Insurance Lic #: 4169108
Domicile in CA
Lilian L. Luk
Financial Services Professional
CA Insurance Lic #: 0E77520
Domicile in CA
Lily Mercado
Operations Specialist
Staff member since: 1999
Edward T. Motley
Financial Planner
ChFC, CLU, BFA
CA Insurance Lic #: 0D32089
Domicile in CA
Evan Pierce O’Reilly
Financial Services Professional
CA Insurance Lic #: 0L15400
Domicile in CA
Amir Ouranus
Director of Technology Support
Staff member since: 2020
Amir Jovani Pouri
Vice President- Sales
Beverly Hills
CA Insurance Lic #: 0809071
Domicile in CA
Sean Rho
Financial Services Professional
CA Insurance Lic #: 0C92817
Domicile in CA
Jodi P. Rosenbloom
Financial Advisor
CLU®, ChFC®, CLTC
CA Insurance Lic #: 0685612
Domicile in CA
Eugene M. Santiago
Financial Services Professional
CA Insurance Lic #: 4230428
Domicile in CA
Robert Sarkissian
Financial Advisor
Managing Associate
CA Insurance Lic #: 0D24415
Domicile in CA
Tucker Savoye
Director of Recruiting
Staff member since: 2023
Candace Seto
Vice President- Sales
Financial Planner
Honolulu
ChFC, CLU,
CA Insurance Lic #: 816168
Domicile in CA
Dianne Shumway
Financial Professional
Staff member since: 2024
MBA, CDFA
CA Insurance Lic #: 4266092
Domicile in CA
Benny Smith
Financial Advisor
CA Insurance Lic #: 0K89893
Domicile in CA
Maxwell Stanley
Financial Professional
Staff member since: 2024
CA 4370721
Domicile in CA
Wayne Y. Tanaka
Financial Planning Consultant
CA Insurance Lic #: 4108229
Domicile in HI
Sandra Valenzuela
Case Manager
Staff member since: 2015
Sherryl Wong
Operations Specialist- Honolulu
Staff member since: 2001
Jonathan Yang
Financial Services Professional