4450 West Lakeside Drive
Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
President / CEO
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Brian brings two decades of experience to managing his clients’ complex financial needs. Since starting in the industry in 1993, through Wells Fargo and legacy firms, Brian has consistently been recognized as a top advisor. He...
(818) 436-6672 Ex.153
J. (Jay) is dedicated to offering his clients trusted advice and exceptional service as he helps them build, maintain and manage their wealth. At Domari Wealth Management, he specializes in comprehensive investment, retirement, estate...
Client Relationship Manager
(818) 436-6671 Ex.154
Christine is a dedicated team member who shares a caring attitude and is committed to the well-being of the clients. She has 27 years of experience in the financial securities industry and holds the General Securities Representative...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.