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310.643.2454

Kinecta Wealth Management advisors can help you design a customized financial strategy that strives to grow wealth, generate income and leave a legacy for future generations.

Find a Financial Advisor

  • Adrienne AlvarezServing Huntington Beach
  • Austin ArataServing Torrance - Skypark
  • Bart Fernelius, CFP®Serving Warner Center & Malibu
  • Bill Wagner, AAMS
  • Corinne Doi-MajorinoServing Tustin & Fountain Valley
  • Donna McNeely LPL Registered PrincipalCA Insurance License #0A78448
  • Eric SchwartzServing El Segundo and San Diego
  • Eric Johnson Serving Lakewood
  • Eric C. Schwilk, CFP®Serving Rochester, New York
  • Frank AziziServing Manhattan Beach
  • Frank RehhautLPL Registered PrincipalCA Insurance License #OB14022
  • Greg EliaLPL Registered PrincipalCA Insurance License #0K18371
  • Howard Martinez, CPFAServing Southern California
  • Jeffrey Davis, AAMS, Serving Goleta and Thousand Oaks
  • Justin C. FlemingServing Redondo Beach and Manhattan Beach
  • Katie Lacina, CFP®Serving Brea
  • Kyle CryerServing El Segundo
  • Ozzie SayonServing Gardena 
  • Paul Smith
  • Rita LabetaServing Rochester, New York
  • Sean Patikas-HunterServing El Segundo
  • Sean TompkinsServing Torrance - PCH
  • Whitney Bullock, CWS®, LPL Registered Principal CA Insurance License #0D94440
  • Wynston MackieServing El Segundo and Westchester
  • Yvonne RedmondServing Manhattan Beach

Advisors

Adrienne Alvarez

Adrienne Alvarez
Serving Huntington Beach

LPL Financial Advisor, CA Insurance License #0D88579

310.643.2257

310.536.3829

Austin Arata

Austin Arata
Serving Torrance - Skypark

LPL Financial Advisor, CA Insurance License #0K30604

310.643.3207

310.536.5860

Bart Fernelius

Bart Fernelius, CFP®
Serving Warner Center & Malibu

LPL Financial Advisor, CA Insurance License #0622484

818.716.1140

818.719.8672

Bill Wagner

Bill Wagner, AAMS

Wealth Advisor, LPL Financial Advisor, CA Insurance License #0B84720

805.685.3748

805.968.4117

Corinne Doi-Majorino

Corinne Doi-Majorino
Serving Tustin & Fountain Valley

LPL Financial Advisor, CA Insurance License #0C47842

310.643.3523

310.727.3765

Eric Schwartz

Eric Schwartz
Serving El Segundo and San Diego

Wealth Advisor, LPL Financial Advisor, CA Insurance License #0D50127

310.643.2588

310.727.8051

Eric Johnson

Eric Johnson 
Serving Lakewood

LPL Financial Advisor, CA Insurance License #0D18497

310.643.3376

562.531.6917

Eric C. Schwilk

Eric C. Schwilk, CFP®
Serving Rochester, New York

Financial Advisor

585.613.0181

310.726.1272

Farhang "Frank" Azizi

Frank Azizi
Serving Manhattan Beach

LPL Financial Advisor, CA Insurance License #0D57226

310.643.2547

310.536.3800

Howard Martinez

Howard Martinez, CPFA
Serving Southern California

Qualified Plan Specialist, LPL Financial Advisor, CA Insurance License #0745256

714.429.5720

310.727.9162

Jeffrey Davis

Jeffrey Davis, AAMS, Serving Goleta and Thousand Oaks

LPL Financial Advisor, CA Insurance License #4000719

310.643.2258

310.536.3830

Justin Fleming

Justin C. Fleming
Serving Redondo Beach and Manhattan Beach

LPL Financial Advisor, CA Insurance Lic. #0D20522

310.643.2443

310.727.9181

Katie Lacina

Katie Lacina, CFP®
Serving Brea

LPL Financial Advisor, CA Insurance License #0D89303

714.255.9615

310.536.4990

Kyle Cryer

Kyle Cryer
Serving El Segundo

LPL Financial Advisor, CA Insurance License #0K23179

310.643.2292

Oswaldo "Ozzie" Sayon

Ozzie Sayon
Serving Gardena 

LPL Financial Advisor, CA Insurance License #0I18894

310.643.2760

310.536.3610

Paul Smith

Paul Smith

Insurance Protection Specialist, CA Insurance License #0E67251

949.338.3332

Rita Labeta

Rita Labeta
Serving Rochester, New York

LPL Financial Advisor

585.545.2080

310.536.3631

Sean Patikas-Hunter

Sean Patikas-Hunter
Serving El Segundo

Wealth Advisor, LPL Financial Advisor, CA Insurance License #0D33760

310.297.4351

310.536.3626

Sean Tompkins

Sean Tompkins
Serving Torrance - PCH

LPL Financial Advisor, CA Insurance License #0I15242

310.643.3252

310.536.4953

Wynston Mackie

Wynston Mackie
Serving El Segundo and Westchester

LPL Financial Advisor, CA Insurance License #0L68362

562.210.9191

310.536.3632

Yvonne Redmond

Yvonne Redmond
Serving Manhattan Beach

LPL Financial Advisor, CA Insurance License #0827432

310.643.4664

310.643.6632

Management

Donna McNeely

Donna McNeely
LPL Registered Principal
CA Insurance License #0A78448

President, Kinecta Wealth Management

310.643.2262

310.595.4113

Frank Rehhaut

Frank Rehhaut
LPL Registered Principal
CA Insurance License #OB14022

Vice President, Wealth Management

310.643.2078

310.643.2279

Greg Elia

Greg Elia
LPL Registered Principal
CA Insurance License #0K18371

Director, Operations & Compliance

310.643.3273

310.643.2279

Whitney Bullock, CWS®

Whitney Bullock, CWS®, LPL Registered Principal CA Insurance License #0D94440

Manager, Financial Planning

310-643-2743

310-643-2279