Senior Leadership
Adina Cohen
Digital Specialist
(310) 477-8201
Adina Cohen offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.
Anaeis Ebrahimi
Office Coordinator
Brian Bickford
Senior Vice President
(619) 696-8258
Brian has been with the company since January 2009. In his tenure, Brian’s focus has been working closely with business owners and focusing in the retirement markets. Brian has earned many production-based awards including...
Bridget Ruiz
Executive Assistant to EVP
Having over 6 years of experience as an executive assistant has helped me gain an incredible amount of knowledge and experience. I am a key asset due to my executive administrative duties, marketing (engagement marketing in particular)...
Ehsan Safavi
Assistant Vice President
Ehsan Safavi is a CERTIFIED FINANCIAL PLANNER™ professional at Equitable Advisors, LLC. With thirteen years in the financial services industry, he focuses on strategic investments and risk management. Ehsan and his team work with...
Elcid Abkarian
Complex Operations Manager, Pacific Complex
Elcid Abkarian is registered with Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), and provides administrative support services only.
Grace Yoon
Office Coordinator
Hemant Sachdev
Regional Vice President
A 25-year industry veteran, Hemant has worked in Retail and in Distribution in the financial services industry. As a first-generation immigrant to the United States in 1989, Hemant got into the financial services industry because he...
Hye Ri Kim
Regional Vice President
Hye Ri Kim was born and raised in South Korea, immigrating to the United States when she was just 15 years old! While pursuing a degree in International Studies/Economics from USCD, she worked as an intern for a Certified Financial...
Jake LaTourette
Client Relations Manager / Director of Training
Jake grew up in northern New Jersey, where he played baseball nearly year-round growing up, and is the oldest of 3. He attended undergrad at James Madison University in Virginia, where he studied Economics and Political Science....
Jason Minnella
Assistant Vice President
Jason has over 15 years of experience of high-level leadership positions across a broad range of insurance and financial services markets. He has deep expertise working with publicly traded companies, business owners and high net worth...
Jason Luan
Controls Supervisor, Southern California Branch
As a Branch Controls Manager, Jason Luan helps with the supervision of the Century City OSJ in the Southern California Branch. He joined the firm in 2010, after graduating from UC Riverside. At UC Riverside, he studied Business...
Jenny Jung
Digital Specialist
Jenny Jung offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.
Jessica Barshis
Digital Specialist
Jessica Barshis offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.
John McLaughlin
Regional Vice President
(619) 696-7043
A northeast transplant, John moved to San Diego in 1989. He became a registered representative in 1997 and since, has served in operations, advisor recruiting & development and practice management roles. John joined Equitable Advisors...
John Lefferts, CFP®, CLU, ChFC
Senior Executive Vice President
I've spent my entire career in financial services starting as a financial advisor in San Diego up to President and CEO of AXA Advisors in New York City from 2001-2004. "Retiring" from AXA Advisors in 2009...
Kaising Lui
Regional Vice President
Kaising Lui graduated from UCLA with a degree in political science. After graduation, he worked as an intern for Morgan Stanley in the Private Wealth Management division where he gained valuable skills and knowledge on financial...
Kalliopi Vlahu, CAMS, MBA
Chief of Controls, Pacific Complex
As the Branch Controls Director, Kalli is responsible for the strategy, management, implementation, and overall leadership of the controls program functions for three OSJs (FINRA Offices of Supervisory Jurisdiction), over 300 Financial...
Kitty Blincoe
Executive Assistant to SEVP, John Lefferts
Kitty Blincoe offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.
Kristiani Humphries
Digital Specialist, Office Coordinator
(818) 992-6134
kristiani.humphries@equitable.com
Kristiani earned her Bachelors of Science in Business from California State University Channel Islands in 2013, and she has more than 8 years of experience in Retail Management and 7 years experience in Banking. Kristiani comes to us...
Maria Lara
Advisor Support
Maria Lara offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.
Nick Tarulli
Regional Vice President
nicholas.tarulli@equitable.com
Nick Cornwell
Branch Licensing Coordinator
Nick Cornwell offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.
Olivia Finch
Office Coordinator
Philip Smith
Regional Vice President
Philip began his career with the company in January of 1997. He has achieved numerous awards during his career, including the Hall of Fame Award, Circle of Excellence, 9 Centurion Awards, and 3 National Builders Trophies for...
Phillip Fiore
Regional Vice President
Phil has been in the industry of helping people financially plan for 8 years. He always acts in the best interests of his clients. He works mainly with individuals and families to give them an idea of where they are...
Rachael Loewenstein
Lead Branch Licensing Coordinator
rachael.lowenstein@equitable.com
Rachael is the lead Licensing Coordinator for the Southern California Branch of Equitable Advisors. She has been with the Branch since 2004. Rachael holds a Degree in Communications from CA State University, Northridge. Rachael...
Robert Trujillo
Director Of Operations
Robert Trujillo, as a delegated registered principal, provides administrative support services.
Rosemary Sosa
Licensing Coordinator
Rosemary Sosa offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.
Ryan Perry
Regional Vice President
Ryan Perry has been with the company since 2008. He has held many management roles over the years and currently leads a Team of Financial Consultants in San Diego. Ryan holds his FINRA Series 7, 24, 51, 53, & 66 registrations. In...
Steve Felsen
Vice President
For over 20 years, Steve led a number of US and International businesses across a variety of industries including Sporting Goods, Interactive Entertainment, Toys and Travel Goods. Working in such places as London, Munich and Salzburg,...
Suzanne Peters
Client Relations Manager
(949) 833-1427
Suzanne (Suzy) has been with the company since 2003. She started as a financial advisor in the Orange County office and after 2 years, transitioned into the Client Relations Manager role. As the Client Relations Manager, Suzy...
Taylor Theisen
Office Coordinator
Taylor Theisen offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state
Tiffany (Sinae) Jung
Executive Assistant to EVP, Yong Park
Tiffany (Sinae) Jung has been a part of the SoCal family for nearly two decades, finding her start as a District Assistant in our Los Angeles office. Since then, she has taken on a multitude of different jobs, and is...
Tony Rhee
Controls Supervisor, Southern California Branch
Tony started his career at Equitable as a Financial Consultant in 2001 and then became a Branch Controls Manager in 2002. He has a Bachelor of Science degree from the University of California Los Angeles, a Master of Science degree...
Vaspour Antanesian
Regional Vice President
vaspour.antanesian@equitable.com
My first interaction with Equitable was a scholarship I had received in High School. I had no idea what the company did at the time. My only clue: they really valued ‘Community Achievement’, as they were willing to send me ...
Vice Presidents
Elcid Abkarian
Complex Operations Manager, Pacific Complex
Jake LaTourette
Client Relations Manager / Director of Training
John Lefferts, CFP®, CLU, ChFC
Senior Executive Vice President
Kalliopi Vlahu, CAMS, MBA
Chief of Controls, Pacific Complex
Kristiani Humphries
Digital Specialist, Office Coordinator
Rachael Loewenstein
Lead Branch Licensing Coordinator
Key Staff
Elcid Abkarian
Complex Operations Manager, Pacific Complex
Jake LaTourette
Client Relations Manager / Director of Training
John Lefferts, CFP®, CLU, ChFC
Senior Executive Vice President
Kalliopi Vlahu, CAMS, MBA
Chief of Controls, Pacific Complex
Rachael Loewenstein
Lead Branch Licensing Coordinator