Stonemark Wealth Management

Grover Mc Carthy is a financial advisor at Stonemark Wealth Management in Pasadena, CA, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Equitable Advisors, Whittier Trust Company, and Amazon Prime Now. Stonemark Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm employs both fundamental and technical analysis, incorporating option strategies and selective use of leveraged ETFs to tailor portfolios according to client objectives and risk tolerance.

Manuel Aguilera is a financial advisor at Stonemark Wealth Management in Pasadena, CA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at HSBC, Deutsche Bank, and Pepperdine University. Stonemark Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm employs a combination of fundamental and technical analysis and utilizes strategies such as covered-call and put-writing options, tailoring portfolios to client objectives and risk tolerance.

Wade Perry is a financial advisor at Stonemark Wealth Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Leaders Group, Inc. from 2014 to 2022 and at Stonemark Wealth Management (formerly Wespac Advisors SO CAL LLC) since 2011. Stonemark Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm employs both fundamental and technical analysis, including options strategies and leveraged ETFs, to tailor investment solutions to client objectives and risk tolerance.

Aidan Perry is a financial advisor at Stonemark Wealth Management with a Series 65 designation and three years of industry experience. He served in the United States Marine Corps Reserve from 2018 to 2022 and attended the University of San Diego during the same period. Stonemark Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of fundamental and technical analysis and employs strategies including covered-call and put-writing options, as well as leveraged and inverse ETFs to tailor portfolios according to client objectives and risk tolerance.

Terry Lamn is a CFP® and holds a Series 66 license, with 19 years of experience in the financial industry. He has worked at Stonemark Wealth Management since 2024 and previously held positions at Charles Schwab Bank, Charles Schwab & Co., Inc., and TD Ameritrade. Outside of finance, he works as a part-time event photographer. Stonemark Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of fundamental and technical analysis and employs strategies including options and leveraged ETFs, tailoring portfolios to client objectives and risk tolerance.

Michael Van Lieshout is a financial advisor at Stonemark Wealth Management with two years of industry experience. He holds a Series 65 designation and has worked at Stonemark since 2023. His prior roles include positions at Crush It Enterprise and the US Commodity Futures Trading Commission. Stonemark Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of fundamental and technical analysis and employs strategies such as options writing and selective use of leveraged ETFs, tailoring portfolios to client objectives and risk tolerance.

Alexandra Mc Carthy is a financial advisor at Stonemark Wealth Management with a Series 65 credential and one year of industry experience. She previously worked at Whittier Trust Company and has held various roles outside of financial services, including positions at Ccilu USA Inc and Prime Now LLC. Stonemark Wealth Management provides discretionary investment management, financial planning, and limited consulting to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of fundamental and technical analysis to manage accounts with tailored strategies, including options and leveraged ETFs, on a discretionary basis.

Jae Lee is a financial advisor with Stonemark Wealth Management in Pasadena, CA, holding a Series 65 designation and having one year of industry experience. Prior to joining Stonemark, he worked at Clever Care Health Plan and American Golf Co. He is also the owner of JML Golf Instruction LLC, where he provides golf lessons. Stonemark Wealth Management offers discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of fundamental and technical analysis and employs options and leveraged ETFs strategies tailored to client objectives and risk tolerance.

Peter Chen is a financial advisor with Stonemark Wealth Management in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Stonemark Wealth Management (formerly Wespac Advisors Socal LLC) since 2011 and also maintains a registered representative role with The Leaders Group Inc. since 2014. Stonemark Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm employs a combination of fundamental and technical analysis, using strategies such as covered-call and put-writing option techniques, and manages accounts through customized model portfolios tailored to client objectives and risk tolerance.