Located at the “Top of the Hill” in Rolling Hills Estates
MINNEAPOLIS (June 22, 2018) – RBC Wealth Management, one of the nation’s largest wealth management firms, announces that the Palos Verdes branch is moving to a new location at 608 Silver Spur Road, Suite 100 in Rolling Hills Estates, in the heart of the Palos Verdes Peninsula, according to Vincent Woo, director of the branch.
“RBC Wealth Management’s new Palos Verdes location addresses two major objectives – a strategic foothold in an important area of growth, as well as a premier, centralized location to provide better access and greater level of client services for our growing client base. The level of amenities will provide our clients and employees with the finest place to work and conduct business on the peninsula,” said Woo. “The Palos Verdes branch is well-positioned to capitalize on continued growth throughout the region and beyond.”
Located in the Palos Verdes branch is the PVG Group, a wealth management team with combined 127 years of experience, the most collective financial experience in Palos Verdes. The PVG Group is comprised of Financial Advisors Larry Prutch, AIF®, CFP®, CPM®, CIMA®, Senior Vice President; Cengiz Volkan, AIF®, CPM®, CIMA® Senior Vice President; Alan Goldstein, First Vice President; Neil Fujita, CFP®, First Vice President; and George Castrillon, CFP®, Vice President. Also part of the PVG Group are Teresa Ortega, Senior Registered Client Associate, Annelyn Drollinger, Senior Registered Client Associate, Steve Yun, Client Associate and Gary Gray, Investment Associate.
The PVG Group focuses on providing customized wealth management strategies to best meet clients’ unique goals. By providing exceptional service, the team is able to establish long-lasting and fulfilling client relationships. The PVG Group is very active in the local Palos Verdes community, as members of the Palos Verdes Peninsula Chamber of Commerce, the Palos Verdes Peninsula Association of Realtors, and the Rolling Hills Country Club. In addition, every year the PVG Group sponsors a very special event with the Boys and Girls Club of Los Angeles Harbor. Annually 100 new top of the line bicycles are given to very deserving youth at the Boys and Girls Club. To date 800 bikes have been awarded by the PVG Group to these young members of the local community.
“What truly differentiates our team is our ability to develop customized goals-based strategies designed to help clients go through all stages of life with confidence. Through our wealth management philosophy of “Plan well – Invest well – Live well,” we employ a holistic wealth management approach that looks beyond the numbers in preparing custom wealth plans for every client,” said the PVG Group. “This new location provides added convenience and amenities to our valued clients.”
About RBC Wealth Management – U.S.
In the United States, RBC Wealth Management operates as a division of RBC Capital Markets, LLC. Founded in 1909, RBC Capital Markets, LLC is a member of the New York Stock Exchange, the Financial Industry Regulatory Authority, the Securities Investor Protection Corporation, and other major securities exchanges. RBC Wealth Management has $336 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 40 states.
Jonell Lundquist, RBC Wealth Management, 612-371-2239, or email@example.com