Foresight Legal Blog

Professionals

Glenn Louie, V.P., Wealth Management

Graduated with 2 degrees from California State University, Long Beach

Been at Smith Barney since 1998

Specializes in Retirement and Multi-Generational Wealth Planning

Smith Barney/Citigroup
1 World Trade Ctr, Suite 1700
Long Beach, California 90831

Direct: (562) 624-1818
Toll Free: (800) 965-3503
Fax: (562) 624-1850

George Ciceri Juerg “George” Ciceri, CFP®, Managing Partner

JC Financial operates as an independent, fee-based Registered Investment Advisor.

We offer Financial Planning and Asset Management services to individuals and small businesses.

Certified Financial Planner™ with over 20 years experience in Wealth Management and Investment Banking.

JC Financial Planning & Investments LLC
445 Ultimo Avenue
Long Beach, CA 90814

Direct: (562) 743-6031

Seth D. Ewan, Registered Representative

We use a team based approach to with families for the attainment, preservation, and protection of wealth.

Work along side the family to create asset protection techniques through the use of life insurance.

Focus on building long term relationships of trust with clients.

John Hancock Financial Network
2601 Main St, Suite 700
Irvine, CA 92614

Direct: (949) 794-1013
Fax: (949) 794-0830

Thomas G. Martin

A graduate of Yale University and UCLA School of Law, Mr. Martin is the firm founder and principal attorney.