How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

John R Bauer, CFP®

Founder | Registered Principal of LPL Financial

(818) 971-7333 x1

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...

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Marla Lorber

Client Services Administrator

(818) 971-7333 x4

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’...

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