Team

Team photo

 
Darren S Sternberg

Darren S Sternberg

Associate Private Wealth Advisor
Office 213-243-4463

Darren is an Associate Private Wealth Advisor and began his career in finance in 2004. He joined the firm in 2007 and works closely with each area of our practice overseeing the implementation, maintenance and auditing of investment and risk management planning strategies.

Darren holds his Series 7 and 66 securities licenses as well as California State Life and Health insurance license.

He is a graduate of California State University - Northridge with a degree in Business/Marketing.

Living in Northern California with his wife and two sons, in his free time Darren enjoys golfing, cooking and traveling.

 
Kimberly Rietfors

Kimberly Rietfors, CLU®, ChFC®, CFP®, CASL®

Director of Investment Services
Office 213-243-7142

Kim is the Director of Investment Services and joined the firm in 2003. She oversees the Investment Operations Department and works closely with clients assisting in portfolio construction, attribution analysis and asset movement. In addition, Kim is directly responsible for implementation of planning and distribution strategies.

Kim is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and Chartered Advisor for Senior Living (CASL®). She holds her Series 6, 7, and 63 licenses as well as the California State Life and Health license.

Kim is a graduate of Chapman University with a degree in Management with an emphasis in Finance.

Kim resides in Los Angeles with her husband Art. In her free time, she enjoys reading, traveling and watching movies.

 
Meghan Flanigan

Meghan Flanigan, CLU®, ChFC®, CFP®

Operations Associate
Office 310-903-5050

Meghan is an Operations Associate and has been with Northwestern Mutual since 2017. She works closely with our clients assisting with account opening, asset movement, trading, and account maintenance.

She is a Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®). She holds her Series 7 and 63 securities licenses, as well as the California State Life and Health Insurance license.

Meghan graduated from Pepperdine University in 2018 with a major in Economics and a minor in Mathematics.

Originally from central Maine, Meghan moved to California to attend Pepperdine University.  She loves the California weather, which allows her to hit the links year-round. She lives in Encino, CA where she is a parishioner at Our Lady of Grace and proudly serves on both the Finance Council and in their Homeless Feeding Ministry program.

 
Michael A Waxberg

Michael A Waxberg, CLU®, ChFC®, CFP®, RICP®

Financial Representative

 

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