KWB Wealth

Rachel Bubb is a CFP® and ChFC® with seven years of experience in financial advising. She currently works at KWB Wealth and has prior experience with LPL Financial, LLC. Outside of her advisory role, she has worked as a farm hand at Eagle Hawk LLC. KWB Wealth serves individual and high-net-worth clients by providing discretionary portfolio management alongside financial planning and consulting. The firm uses a tailored, client-focused process and employs a range of investment strategies and analysis techniques to manage core portfolios consisting of individual stocks, ETFs, mutual funds, and other public securities.

Diana Sailler is a financial advisor with KWB Wealth in Redlands, CA, holding a Series 66 designation and 19 years of industry experience. She has been with KWB Wealth since 2020 and has worked at LPL Financial LLC since 2005. Sailler also serves in a fiduciary capacity for a family trust. KWB Wealth advises individuals, including high-net-worth clients, offering discretionary portfolio management alongside financial planning and consulting. The firm uses a range of asset-allocation strategies and investment approaches, combining fundamental, technical, quantitative, and qualitative analysis to tailor advice based on each client's financial situation and goals.

Steven Gormley is a financial advisor with KWB Wealth in Redlands, CA, holding Series 65 and Series 66 credentials and 19 years of industry experience. He has been with KWB Wealth since 2020 and has also worked at LPL Financial since 2009. KWB Wealth advises individuals, including high-net-worth clients, offering discretionary portfolio management alongside financial planning and consulting. The firm employs a tailored investment approach using a range of strategies and analyses, managing portfolios with stocks, ETFs, mutual funds, and other securities while providing ongoing monitoring and rebalancing.

Quentin Bubb is a financial advisor with KWB Wealth in Redlands, CA, holding a Series 66 designation and 10 years of industry experience. He has worked at KWB Wealth since 2020 and has been affiliated with LPL Financial since 2015. Outside of advisory work, he is employed as an assistant property manager. KWB Wealth provides discretionary portfolio management and financial planning services primarily to individuals, including high-net-worth clients. The firm employs a tailored investment approach using a variety of asset-allocation strategies and analyses, managing portfolios with stocks, ETFs, mutual funds, and other public securities while incorporating both long- and short-term trading methods.

Ricardo Salinas is a financial advisor with KWB Wealth in Redlands, CA. He holds a Series 66 designation and has been with KWB Wealth since 2024. Prior to joining the firm, he held positions in education at California State Polytechnic University Pomona, College of ENV, Citrus College, and Covina High School. KWB Wealth advises individuals, including high-net-worth clients, providing discretionary portfolio management alongside financial planning and consulting. The firm employs a tailored investment approach using a variety of asset-allocation strategies and a broad investment toolkit, managing portfolios with stocks, ETFs, mutual funds, and other securities.

Leslie Carnahan is a financial advisor at KWB Wealth with a Series 66 credential and one year of industry experience. Prior to joining KWB Wealth and LPL Financial, Leslie worked in education and the food service industry, including roles at Packinghouse Christian Academy and Caprice Cafe. Leslie continues to be involved with Caprice Cafe, a business outside the investment industry. KWB Wealth advises individuals, including high-net-worth clients, through discretionary portfolio management, financial planning, and consulting. The firm employs a range of investment strategies and analytical approaches, tailoring advice based on client goals and risk tolerance.

Kerrick Bubb is a financial advisor with LPL Financial based in Redlands, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been affiliated with LPL Financial since 1996 and leads KWB Wealth, an independent advisory firm he established in 2020. Outside of his advisory work, he owns and operates a citrus grove in Redlands. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Aaron Garcia is a financial advisor with KWB Wealth in Redlands, CA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial LLC, Prudential, and Northwestern Mutual. KWB Wealth advises individuals, including high-net-worth clients, offering discretionary portfolio management along with financial planning and consulting. The firm employs a range of asset-allocation strategies and investment analyses, managing core portfolios with stocks, ETFs, mutual funds, and other public securities.

Michael Razzouk is a financial advisor with KWB Wealth in Redlands, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2009 and joined KWB Wealth in 2020. KWB Wealth advises individuals, including high-net-worth clients, offering discretionary portfolio management alongside financial planning and consulting. The firm uses a tailored investment approach that incorporates various asset-allocation strategies and analytical methods, managing portfolios with stocks, ETFs, mutual funds, and other securities.

Claire Lucchese is a CFP® and Series 66 credentialed advisor with four years of industry experience. She is currently with KWB Wealth in Redlands, CA, where she has worked since 2021, and has prior experience at LPL Financial and D.A. Davidson & Co. KWB Wealth serves individual and high-net-worth clients, offering discretionary portfolio management alongside financial planning and consulting. The firm employs a tailored investment approach incorporating various asset-allocation strategies and analysis methods, managing portfolios with stocks, ETFs, mutual funds, and other securities.