Financial Advisors & Wealth Management
Los Angeles
Contact our
Los Angeles Location
With decades of experience providing top-notch financial advisory and wealth management services across the city of Los Angeles, Churchill Management Group takes pride in assisting clients in aiming to achieve their unique financial goals. Connect with a financial advisors in our Los Angeles location,
headed by Don Richner, for comprehensive wealth management, financial advice, and retirement planning solutions.
Get started today.
5900 Wilshire Blvd #400, Los Angeles, CA 90036
Toll Free: (323) 630-3162
Email: [email protected]
Call to make an appointment or fill out the form below.
Your Financial Future Starts Now
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Connect with our Los Angeles team of dedicated financial advisors to learn more about our comprehensive wealth management solutions.
(323) 630-3162
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Why Churchill Management?
Explore a tailored wealth management experience designed around your goals.
Learn why clients continuously choose Churchill Management for their wealth management needs
$9B+
Total Assets
Managed*
50 States
Regional
Coverage
35+
Industry-Leading
Advisors
*As of 06/30/2024. AUM includes both discretionary and non-discretionary assets under advisement. Churchill Management Group is a registered investment advisor. For GIPS(R) purposes the firm definition does not include direct real estate assets.
Meet Our Team of Los Angeles Financial Advisors
We provide a personal touch to achieve your goals.
At Churchill Management Group, we fully understand that no two clients are the same. Everyone lives a different life, has different risk tolerances, and different goals regarding what they hope the future will hold. Our team of seasoned experts is dedicated to crafting personalized strategies and guiding you toward a secure and prosperous future.
Don Richner, CFP®
Vice President
Mr. Richner joined Churchill Management Group’s Team in 2003. He started his career at Kennedy Cabot & Co., where he would become the head of block trading and Senior Registered Options Principal up to and through the firms’ acquisition by TD Waterhouse. After which, he was Vice President and Branch Manager of the Beverly Hills branch of TD Waterhouse. Just prior to joining Churchill Management Group, Mr. Richner spent three years as a NASDAQ market maker for NDB Capital Markets, a division of Deutsche Bank. He has attained the professional designation of Certified Financial PlannerTM.
Mr. Richner graduated with a Bachelor of Arts degree from the University of Southern California.
Maximus Nguyen
Vice President
Mr. Nguyen joined Churchill Management Group in 2016. Mr. Nguyen’s financial experience includes working as an Investment Consultant for TD Ameritrade for four years. His most recent position prior to joining Churchill Management Group was for the wealth management division of Bank of The West as their Wealth Financial Advisor for Southern Nevada region.
Mr. Nguyen graduated from DeVry University Long Beach with a Bachelor of Science Degree in Telecommunications Management.
Scott M. Perkins MBA, CFP®
Vice President Director of Financial Planning
Mr. Perkins joined Churchill Management Group’s Team in 2014 with over eighteen years of experience in the financial services industry. Prior to working at Churchill Management Group, Mr. Perkins worked at Ronald Blue & Co., specializing in comprehensive financial planning for high-net-worth clients and their families. Mr. Perkins began his financial services career in retail banking and real estate investing.
Mr. Perkins has a Bachelor of Arts Degree in Psychology from Cal. State University, Fullerton. In addition, he has two Master Degrees from Cal. State University, San Bernardino. These include a Masters of Business Administration and a Masters Degree in Finance. Coupled with his extensive experience and education, Mr. Perkins is a Certified Financial Planner (CFP®) making him uniquely qualified in the role he plays at Churchill Management Group.
About Churchill Management
At Churchill Management Group, our clients’ relationships are founded on respect, trust, and open communication. With our proven multi-strategy approach to investing, that combines Fully Invested and Tactical Investment strategies, we tailor a customized investment plan to aim to manage risk and seek long-term capital growth, with our clients’ financial goals and needs in mind. Since 1963, Churchill has committed to providing a clear path to a brighter future for those we serve.
Our Services
Churchill Management offers comprehensive financial planning, and wealth management services aiming to achieve your financial goals. Our team of Los Angeles financial advisors will work with you to understand your needs and develop a personalized plan focusing on your financial objectives. We offer a wide range of services, including:
We offer a Multi-Strategy approach aiming to help our clients achieve their goals while sleeping comfortably at night. Clients have full access to our menu of both Tactical and Fully-Invested strategies to create a unique allocation best suited to their individual risk tolerance.
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Retirement plans are tough to make. For this reason, we help retirees with the best approaches towards planning for their future. By providing a cash flow analysis of your income and expenses your financial advisor will help you make asset management decisions that are both flexible and built to last.
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Our custom-tailored 401(k) plans have opened new doors of opportunity for our clients. As the Plan Sponsor, you are able to connect your employees with an experienced money manager who has worked with clients since 1963. Whether you’re making a 401(k) plan or need a financial advisor for future wealth management, our team is here to help.
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This allows us to take a closer look at your situation, collecting all relevant information needed to aim to optimize your net after-tax income. The timing of taking Social Security benefits, along with the sequence of retirement accounts and other asset withdrawals, can impact your retirement finances.
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Even if you’re in perfect health today, that may not hold true forever. Along with your insurance expert, our team of professionals can take a closer look at your situation to make sure that you’re adequately covered, regardless of what happens with your health or other factors in the future.
See the Financial Planning disclosure here.
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Working with your Estate Planning Attorney, Churchill Management will help you implement an investment strategy that considers the various planned and unplanned events that could occur and impact your wealth. We may also be able to connect you with third-party experts that will set up your estate to be preserved however you see fit. Working with your Estate Planning Attorney, we can manage your assets to help outline a clear path forward to achieving your legacy goals.
See the Financial Planning disclosure below.
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As your advisory firm, we aim to put your financial goals first. Every risk management plan is built for long-term care. Your investment advisor can help you make your own high-net-worth future, step by step.
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Your net worth does more than just show you how far you’ve come. It’s also a great indication of where you’re going. We’ll aim to make sure that you’re on the right path and moving in the right direction.
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Together, this will show both your liquidity and your overall profitability in terms of the money you’re bringing in and where it’s going every month. Truly understanding this flow provides the path toward maximizing your savings while still being able to enjoy everyday life.
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Financial Advisors & Wealth Management in Los Angeles FAQs
There are several reasons why you may want to speak to a financial advisor at Churchill Management Group in Los Angeles:
Personalized Financial Planning: Churchill Management Group can provide personalized financial planning services tailored to your specific financial goals, whether it’s saving for retirement, investing for the future, managing your wealth, or estate planning.
Expertise and Experience: The financial advisors at Churchill Management Group have expertise and experience in wealth management, investment strategies, tax planning, and estate planning. They can provide valuable insights and guidance to help you make informed financial decisions.
Risk Management: A financial advisor can help you assess and manage financial risks, such as market volatility, inflation, and unexpected expenses, to create a diversified investment portfolio that aligns with your risk tolerance and financial background.
Peace of Mind: Working with a financial advisor gives you peace of mind knowing that your financial future is in good hands. A financial advisor in the Los Angeles area can help you navigate complex financial issues and develop a comprehensive financial plan that helps you achieve your long-term goals.
Speak to a financial advisor at Churchill Management Group in Los Angeles to get the guidance, support, and expertise needed to build and manage your wealth effectively.
*While Churchill may have other Clients that have worked with these professionals, it is important you interview them, and any others you may choose, to make your own determination as to the one that best addresses your needs. While Churchill is not formally affiliated with these professionals and does not recommend any specific one, we would be pleased to accompany you in your interview process. In sum, we do believe a conflict free independent relationship with your estate planning counsel is the sensible approach in creating your own “Team”.