Financial Life Planners
Our financial life planners are as unique as the various needs of our clientele. At Surevest, our planners help achieve your goals through a specialized approach enhanced through team-based collaboration.
Wealth Transition Specialist Senior Wealth Advisor Senior Wealth Advisor Vice President - Financial Planning & Client Strategy Senior Wealth Advisor Director of Financial Planning & Senior Wealth Advisor Financial Coach & Behavioral Finance Specialist Senior Wealth AdvisorBreanne Polonia, AAMS®, CDFA®
Christina J. Mangino, CFP®, CKA®
Dan Bensema, CFP®, CPA, CEPA
Haddy Homampour, CFP®
Jennifer Jacobi, ChFC®
Jeremy A. Kisner, CFP®, CPWA®, CLU®
Levi J. Brown
Peter Burnham, CFP®
Investment Committee Leaders
Our investment committee is led by a team of individuals, each with more than a decade of experience, holding the most prestigious credentials in our industry.
CEO & Chief Investment Strategist COO & Director of Investments Director of Research and TradingRobert J. Luna, AIF®
MBA UCLA, Anderson School
Investment Committee ChairLuis Galdamez, CFA, CIPM, CFP®
Investment Committee MemberAlexander H. Keller, CFA
Investment Committee Member
Operational Excellence
Our operational leadership team empowers us with the people, processes and technology necessary to meet our client’s expectations consistently.
Executive Assistant to the CEO Vice President - Client Services Chief Tech Guru Office Manager Operations Specialist Operations SpecialistVanessa Patrick
Moriah Ranade, FPQP™
Clay Darland
Sabina Luna
Lisa Pelegrin
James Fay