Our advisors

Matthew G Graf

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Matthew G Graf Visit Matthew G Graf's website

Kevin Grauer

CFP®

Private Wealth Advisor

Managing Director of Park West Wealth Management
Learn more about Kevin Grauer Visit Kevin Grauer's website

Eric H Friedman

CFP®

Financial Advisor

Vice President of Park West Wealth Management
Learn more about Eric H Friedman Visit Eric H Friedman's website

Alexander Carr

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Alexander Carr Visit Alexander Carr's website

Brent Roehrich

CRPC, APMA

Financial Advisor

Learn more about Brent Roehrich Visit Brent Roehrich's website


Our team

Rich Wu, CFP

Rich Wu, CFP

Practice Manager

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Accredited Portfolio Management Advisor SM
  • Accredited Wealth Management Advisor SM
  • Chartered Retirement Planning Counselor SM
  • Chartered Retirement Plans Specialist SM
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Belina Libritz

Belina Libritz

Paraplanner

Zachary Spero, CFP

Zachary Spero, CFP

Financial Planning Specialist