CALIFORNIA CONSUMER - Key Persons
Job Titles:
- Wealth Management Advisor
Denny is a partner and a discretionary Portfolio Manager with Salient Wealth Planning Group. Denny brings over 20 years of wealth management experience to the team. Prior to joining Salient Wealth Planning Group, Denny spent 9 years at Merrill Lynch with his current associated advisors (Garrick Peters, Loren Peters and Jonathan Pineda) as a designated "Portfolio Manager" of the PIA Program through Merrill Lynch. Denny's focus was in executing sophisticated Global Asset Allocation Strategies with a primary focus of managing downside risk for high net worth families and Private Endowments. Prior to joining Merrill Lynch in 2008, Denny was with Smith Barney / Citigroup (2005-2008) where he began his focus towards total wealth management for his clients. Denny started his career in 2000 with a boutique fixed income brokerage, ML Stern & Co. out of Beverly Hills, CA where his focus was providing high net worth investors' access to local tax free bond issues.
Denny is a partner and a discretionary Portfolio Manager with Salient Wealth Planning Group. Denny brings 18 years of experience to the team. Prior to joining Salient Wealth Planning Group, Denny spent 9 years at Merrill Lynch with his...
Jonathan Pineda began his career in Wealth Management in 2010 after graduating from U.C. Santa Cruz with a degree in Business Management Economics. He has held analyst and client service roles within the Wealth Management industry and has worked for firms such as Smith Barney, Morgan Stanley and Merrill Lynch. He holds a series 7 and series 66 license.
Job Titles:
- Financial Planner
- Founder, Financial Planner / Portfolio Management
- Insurance
Loren is a Financial Planner, discretionary Portfolio Manager, and founder of WealthQ². Loren enjoys the limitless levels of complexity in the financial world and how a thoughtful cross disciplinary financial planning process, with dynamic investment strategies, can solve the most complex financial situations. He loves helping people, and genuinely appreciates watching people's lives improve by achieving their financial objectives from the services/process he and his strategic team/deep resources provides. Prior to becoming an independent financial advisor, Loren was a Senior Financial Advisor and Portfolio Manager at Merrill Lynch for 10 years, after performing as Financial Planning Specialist and Financial Consultant at Smith Barney and Dean Witter/Morgan Stanley, respectively, where he started his career in 1997.
Loren's educational accomplishments consists of an Economics Degree from UCLA, Series 7 registration, Series 66 registration, California Insurance License (#0D41969), Certificate in Personal Financial Planning (PFP) from UCLA Extensions, is an Accredited Wealth Management Advisor (AWMA®), is an Accredited Portfolio Management Advisor (APMA®), and he is "always learning" currently via completing his Master's Degree in Personal Financial Planning, an Advanced-Career Curriculum from the College for Financial Planning (CFFP).
Loren was born, raised, and currently resides in the South Bay area of Los Angeles, with his two teenage boys and wife of 23 years. In his spare time, he enjoys taking the family on adventures (RVing/fishing/skiing), jiu jitsu, and trail running with his dogs.
Contact
Office: (310) 531-1001