How We Work
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.
John R Bauer, CFP®
Founder | Registered Principal of LPL Financial
A late Spring afternoon meeting in 1985 at the UCLA Career Center with the recruiter from the John Hancock office in Beverly Hills has led to a great career in the financial services business, now entering its 34 th year.After 6 years...
Marla Lorber
Client Services Administrator
Marla has been working with John since November, 2006. However she and John have known each other since their days at UCLA. She is responsible for all office and support activities. Marla is dedicated to meeting the clients’...