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[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_empty_space height="80px"][vc_row_inner row_type="row" type="grid" text_align="left" css_animation=""][vc_column_inner width="1/3"][vc_single_image image="895" img_size="full" qode_css_animation="element_from_fade"][vc_empty_space height="30px"][/vc_column_inner][vc_column_inner width="2/3"][vc_column_text]Collin joins Pasadena Private Wealth with seven years of experience across the financial services industry, having begun his career at a private real estate firm before transitioning...

04 March, 2026

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_empty_space height="80px"][vc_row_inner row_type="row" type="grid" text_align="left" css_animation=""][vc_column_inner width="1/3"][vc_single_image image="878" img_size="full" qode_css_animation="element_from_fade"][vc_empty_space height="12px"][vc_column_text]Designations & Licenses Ph.D., CPA, PFS[/vc_column_text][vc_empty_space height="30px"][icons icon_pack="font_elegant" fe_icon="icon_phone" size="fa-lg" type="normal" position="left" link="tel:+16269939350" target="_blank" icon_color="#3f5270" icon_hover_color="rgba(63,82,112,0.7)" margin="0px 10px 10px 0px"][vc_column_text]626.993.9350[/vc_column_text][vc_empty_space height="12px"][icons icon_pack="font_elegant" fe_icon="social_linkedin" size="fa-lg" type="normal" position="left" link="https://app.popt.in/api/display/click/34a97cce765c0" target="_blank" margin="0px...

07 January, 2026

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_empty_space height="80px"][vc_row_inner row_type="row" type="grid" text_align="left" css_animation=""][vc_column_inner width="1/3"][vc_single_image image="879" img_size="full" qode_css_animation="element_from_fade"][vc_empty_space height="30px"][icons icon_pack="font_elegant" fe_icon="icon_phone" size="fa-lg" type="normal" position="left" link="tel:+16269939308" target="_blank" icon_color="#3f5270" icon_hover_color="rgba(63,82,112,0.7)" margin="0px 10px 10px 0px"][vc_column_text]626.993.9308[/vc_column_text][vc_empty_space height="12px"][icons icon_pack="font_elegant" fe_icon="social_linkedin" size="fa-lg" type="normal" position="left" link="https://app.popt.in/api/display/click/6d7040f82f400" target="_self" margin="0px 10px 10px 0px" icon_color="#3f5270" icon_hover_color="rgba(63,82,112,0.7)"][vc_column_text]Connect...

04 June, 2025

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_empty_space height="80px"][vc_row_inner row_type="row" type="grid" text_align="left" css_animation=""][vc_column_inner width="1/3"][vc_single_image image="468" img_size="full" qode_css_animation="element_from_fade"][vc_empty_space height="30px"][icons icon_pack="font_elegant" fe_icon="icon_phone" size="fa-lg" type="normal" position="left" link="tel:+16269939309" target="_blank" icon_color="#3f5270" icon_hover_color="rgba(63,82,112,0.7)" margin="0px 10px 10px 0px"][vc_column_text]626.993.9309[/vc_column_text][vc_empty_space height="30px"][/vc_column_inner][vc_column_inner width="2/3"][vc_column_text]Nicole focuses on building positive long-term relationships with our clients. She is tasked...

18 September, 2023

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_empty_space height="80px"][vc_row_inner row_type="row" type="grid" text_align="left" css_animation=""][vc_column_inner width="1/3"][vc_single_image image="890" img_size="full" qode_css_animation="element_from_fade"][vc_empty_space height="12px"][vc_column_text]Designations & Licenses AIF®, CPFA®, C(k)P®[/vc_column_text][vc_empty_space height="30px"][icons icon_pack="font_elegant" fe_icon="icon_phone" size="fa-lg" type="normal" position="left" link="tel:+16269939307" target="_blank" icon_color="#3f5270" icon_hover_color="rgba(63,82,112,0.7)" margin="0px 10px 10px 0px"][vc_column_text]626.993.9307[/vc_column_text][vc_empty_space height="30px"][/vc_column_inner][vc_column_inner width="2/3"][vc_column_text]Debbi brings over 20 years of Merrill Lynch...

18 September, 2023

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_empty_space height="80px"][vc_row_inner row_type="row" type="grid" text_align="left" css_animation=""][vc_column_inner width="1/3"][vc_single_image image="880" img_size="full" qode_css_animation="element_from_fade"][vc_empty_space height="30px"][icons icon_pack="font_elegant" fe_icon="icon_phone" size="fa-lg" type="normal" position="left" link="tel:+16269939306" target="_blank" icon_color="#3f5270" icon_hover_color="rgba(63,82,112,0.7)" margin="0px 10px 10px 0px"][vc_column_text]626.993.9306[/vc_column_text][vc_empty_space height="12px"][icons icon_pack="font_elegant" fe_icon="social_linkedin" size="fa-lg" type="normal" position="left" link="https://app.popt.in/APIRequest/click/a98be69296630" target="_self" icon_color="#3f5270" icon_hover_color="rgba(63,82,112,0.7)" margin="0px 10px 10px 0px"][vc_column_text]Connect...

18 September, 2023

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_empty_space height="80px"][vc_row_inner row_type="row" type="grid" text_align="left" css_animation=""][vc_column_inner width="1/3"][vc_single_image image="876" img_size="full" qode_css_animation="element_from_fade"][vc_empty_space height="30px"][icons icon_pack="font_elegant" fe_icon="icon_phone" size="fa-lg" type="normal" position="left" link="tel:+16269939372" target="_blank" icon_color="#3f5270" icon_hover_color="rgba(63,82,112,0.7)" margin="0px 10px 10px 0px"][vc_column_text]626.993.9372[/vc_column_text][vc_empty_space height="12px"][icons icon_pack="font_elegant" fe_icon="social_linkedin" size="fa-lg" type="normal" position="left" link="https://app.popt.in/APIRequest/click/ad633ca6b0969" target="_self" icon_color="#3f5270" icon_hover_color="rgba(63,82,112,0.7)" margin="0px 10px 10px 0px"][vc_column_text]Connect...

18 September, 2023

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_empty_space height="80px"][vc_row_inner row_type="row" type="grid" text_align="left" css_animation=""][vc_column_inner width="1/3"][vc_single_image image="881" img_size="full" qode_css_animation="element_from_fade"][vc_empty_space height="12px"][vc_column_text]Designations & Licenses CFP®[/vc_column_text][vc_empty_space height="30px"][icons icon_pack="font_elegant" fe_icon="icon_phone" size="fa-lg" type="normal" position="left" link="tel:+16269939304" target="_blank" icon_color="#3f5270" icon_hover_color="rgba(63,82,112,0.7)" margin="0px 10px 10px 0px"][vc_column_text]626.993.9304[/vc_column_text][vc_empty_space height="12px"][icons icon_pack="font_elegant" fe_icon="social_linkedin" size="fa-lg" type="normal" position="left" link="https://app.popt.in/APIRequest/click/d39b706669795" target="_self" margin="0px 10px 10px...

18 September, 2023

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_empty_space height="80px"][vc_row_inner row_type="row" type="grid" text_align="left" css_animation=""][vc_column_inner width="1/3"][vc_single_image image="877" img_size="full" qode_css_animation="element_from_fade"][vc_empty_space height="30px"][icons icon_pack="font_elegant" fe_icon="icon_phone" size="fa-lg" type="normal" position="left" link="tel:+16269939305" target="_blank" icon_color="#3f5270" icon_hover_color="rgba(63,82,112,0.7)" margin="0px 10px 10px 0px"][vc_column_text]626.993.9305[/vc_column_text][vc_empty_space height="12px"][icons icon_pack="font_elegant" fe_icon="social_linkedin" size="fa-lg" type="normal" position="left" link="https://app.popt.in/APIRequest/click/0946c2bd35649" target="_self" icon_color="#3f5270" icon_hover_color="rgba(63,82,112,0.7)" margin="0px 10px 10px 0px"][vc_column_text]Connect...

18 September, 2023

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_empty_space height="80px"][vc_row_inner row_type="row" type="grid" text_align="left" css_animation=""][vc_column_inner width="1/3"][vc_single_image image="410" img_size="full" qode_css_animation="element_from_fade"][vc_empty_space height="12px"][vc_column_text]Designations & Licenses CRPC®[/vc_column_text][vc_empty_space height="30px"][icons icon_pack="font_elegant" fe_icon="icon_phone" size="fa-lg" type="normal" position="left" link="tel:+16269939310" target="_blank" icon_color="#3f5270" icon_hover_color="rgba(63,82,112,0.7)" margin="0px 10px 10px 0px"][vc_column_text]626.993.9310[/vc_column_text][vc_empty_space height="12px"][icons icon_pack="font_elegant" fe_icon="social_linkedin" size="fa-lg" type="normal" position="left" link="https://app.popt.in/APIRequest/click/969630c786cb9" target="_self" icon_color="#3f5270" icon_hover_color="rgba(63,82,112,0.7)" margin="0px...

18 September, 2023
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