About Us

OUR STRATEGY

Our investment strategy is designed to find what we believe are the best in class, cost appropriate strategies that we believe may rise in rank amongst their peers while seeking to maintain low internal expenses. Paired with the Portfolio Manager’s tactical equity portfolio sleeve, we seek to preserve clients assets through addressing risk. Our selection from a broad range of private and public investments, allows us to customize a portfolio based on client needs.

AWARDS & ACCOLADES

Forbes Best-in-State Wealth Management Teams 2023 SHOOK research 2023 Forbes LLC used with permission

Everest Capital Private Wealth Management Group - California

2023

Forbes Top Wealth Management Teams high-net-worth 2023 SHOOK research 2023 Forbes LLC used with permission

Everest Capital Private Wealth Management Group

2022-2023

Forbes Best-In-State Wealth Advisors 2022 SHOOK research 2022 Forbes LLC used with permission
Forbes Best-in-State Wealth Advisors 2020

Charles Parry

2019-2022

Forbes Best-in-State Wealth Advisors 2020

Curtis Parry

2021-2022

Laura Pope

2021-2022

Forbes Top Women Wealth Advisors 2020 SHOOK research Forbes Top Women Wealth Advisors 2020

Laura Pope

2019-2021

Forbes Best-in-State Top Next-Gen Wealth Advisors 2023 SHOOK research 2023 Forbes LLC used with permission Forbes Top Next-Gen Wealth Advisors 2020

Chase Parry

2019-2024

2023 Forbes Top Wealth Management Teams High Net Worth: Awarded April 2023; Data complied by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). Fee paid for use of marketing materials. The 2023 Forbes Top Wealth Management Teams High-Net-Worth rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com) Fee paid for use of marketing materials. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). Fee paid for use of marketing materials. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). Fee paid for use of marketing materials. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). Fee paid for use of marketing materials. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com) Fee paid for use of marketing materials. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Best In State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20 (Source: Forbes.com). Fee paid for use of marketing materials. 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19 (Source: Forbes.com). Fee paid for use of marketing materials. 2019 Forbes Top Women Wealth Advisors: Awarded April 2019; Data compiled by SHOOK Research LLC based on the time period from 9/30/17 - 9/30/18 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). Fee paid for use of marketing materials. 2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). Fee paid for use of marketing materials. 2019 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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OUR TEAM

Charles Parry

Charles Parry

Managing Director - Investments (818)226-2200
Laura Pope

Laura Pope, CIMA®

Managing Director - Investments (818)226-2244
Curtist Parry, CFP

Curtis Parry, CFP®, CRPC®, CDFA®**

Managing Director - Investments (818)226-1441
Chase Parry CRPC

Chase Parry, CRPC®

Managing Director - Investments (818)226-1456
Barry Verga

Barry Verga

First Vice President - Investment Officer - Investments (818)226-2261
Alexander Ary

Alexander Ary, SE-AWMA™

Private Client Financial Advisor (818)226-1449
Kimberly Ary

Kimberly Ary, Chartered Advisor in Philanthropy®

Financial Advisor (818)226-1459
Sean Nigbur

G Sean Nigbur

Vice President - Investments (801)535-4069
Brooke Gray

Brooke Gray

Financial Advisor (801)535-4024
Audra Reed

Audra Reed

Senior Client Associate (818)226-2225
Jennifer Roberts

Jennifer Roberts

Senior Brokerage Client Associate – Registered (818)226-1477
Michelle Meier

Michelle Meier

Senior Brokerage Client Associate (818)226-2245
Nicole Remmeng

Nicole Remmenga

Brokerage Client Assistant (805)370-0825
Stacy Zurita

Stacy Zurita

Senior Client Associate (818)226-1433
Janalee Eckman

Janalee Eckman

Client Associate (801)535-4090

**The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.