Our Team

Ethel S. Treister, CPA, PFS

Phone: (310) 858-1120






My independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as I stand behind you to help you pursue your financial dreams, I have teams standing behind us and supporting my business. These firms also strengthen my relationship with you by providing the resources I need to better serve you. I think it’s important for you to know who these partners are and why we have chosen to work with them.