West Wealth Group, LLC

Kurtis De Sousa is a financial advisor at West Wealth Group, LLC in Irvine, CA, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Cooper McManus and MPWM, Inc. dba Terra Firma. He is also an independent insurance agent affiliated with various companies through BML Wealth Management. West Wealth Group, LLC provides asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a multi-faceted investment approach that includes fundamental analysis, modern portfolio theory, and technical analysis, and offers additional services such as tax preparation and estate document assistance through third-party providers.

Michael Clark is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with West Wealth Group, LLC and has held roles at Cooper McManus, Securities America, Inc., and Official Quote Insurance Services, LLC. Outside of his advisory work, he is a licensed real estate salesperson and owner of Ensemble Realty Group. West Wealth Group, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm combines fundamental analysis, modern portfolio theory, and technical analysis in its investment approach, offering both discretionary and non-discretionary portfolio management along with fiduciary services for qualified plans.

David Adams is a financial advisor at West Wealth Group, LLC in Irvine, CA. He holds Series 63 and Series 65 licenses and has been with West Wealth Group since 2025. Prior to joining the firm, his experience includes roles at Bank of America, Merrill Lynch, Citigroup Bank, and various other positions across different industries. West Wealth Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a diversified investment approach that includes fundamental and technical analysis, utilizes targeted model allocations, and offers both discretionary and non-discretionary portfolio management alongside fiduciary services.

Ryan Nguyen is a financial advisor with West Wealth Group, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Guardian Life Insurance Company, and Foresters Financial Services. He is also an independent licensed insurance agent specializing in life, accident, and health insurance in California. West Wealth Group, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, combining fundamental analysis, modern portfolio theory, and technical analysis, and provides financial planning and fiduciary services.

Anthony Serrano is a CFP® with eight years of industry experience, currently serving as a financial advisor at West Wealth Group, LLC. He has previously worked at Cooper McManus and BML Wealth Management. In addition to his advisory role, Serrano is an insurance agent selling life insurance, annuities, and long-term care products. West Wealth Group, LLC is an SEC-registered investment adviser that provides asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm combines fundamental analysis, modern portfolio theory, technical and cyclical analysis, and targeted model allocations in its investment approach, offering both discretionary and non-discretionary portfolio management.

Jordan Lisnock is a financial advisor at West Wealth Group, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at BML Wealth Management, Pacific Select Distributors, LLC, and Pacific Life Insurance Company. Lisnock also has experience working in municipal roles with the City of Huntington Beach and in academia at California State University, Long Beach. West Wealth Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm combines fundamental analysis, modern portfolio theory, technical and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management along with fiduciary services for qualified plans.

Shane Brosnan is a financial advisor with West Wealth Group, LLC in Irvine, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with firms including BML Wealth Management, Cooper Mcmanus, and Securities America Inc. Outside of advisory roles, he is president of Brosnan & Associates Financial & Insurance Services, LLC, which specializes in fixed insurance and annuity sales. West Wealth Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm combines fundamental, technical, and cyclical analysis in its investment process and offers financial planning, discretionary and non-discretionary portfolio management, and fiduciary services for qualified plans.

Richard Mangus is a financial advisor at West Wealth Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Yack Wealth Management and Ensemble Wealth Management. Outside of advisory work, Mangus is involved in tax preparation through AMS Tax Service, Inc. and has a role in an automotive paint protection and window tint business. West Wealth Group, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a multi-faceted investment approach combining fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management along with fiduciary services for qualified plans.

Rudy Dahbura is a financial advisor at West Wealth Group, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked with multiple firms including Ensemble Wealth Management and Cooper McManus. In addition to his advisory role, he is also licensed as an insurance agent. West Wealth Group, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis, offers both discretionary and non-discretionary portfolio management, and provides additional services such as financial planning and fiduciary services for qualified plans.

Garrett Yack is a financial advisor with West Wealth Group, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at several firms including Ensemble Wealth Management and Cooper Financial Group. Yack is also involved in marketing through his own business, Yack Wealth Management. West Wealth Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a multifaceted investment approach and offers financial planning, discretionary and non-discretionary portfolio management, as well as fiduciary services for qualified plans.

Charles Summit is a financial advisor at West Wealth Group, LLC with a Series 65 credential and no prior industry experience. Before joining West Wealth Group in 2024, he held roles in mortgage lending, automotive sales, and the food service industry. He is also an independent insurance agent licensed in California for life, health, and accident insurance. West Wealth Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers a comprehensive investment approach combining fundamental, technical, and cyclical analysis, along with discretionary and non-discretionary portfolio management and fiduciary services.

Jose Soria is a CFP® and holds a Series 66 license with four years of industry experience. He is currently an advisor at West Wealth Group, LLC, where he has worked since 2025. Prior to this, he held roles at Hightower Advisors, Pacific Life, and Americor Funding. Outside of his advisory work, he is involved in coordinating leads for distressed property transactions with a family member. West Wealth Group, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm combines fundamental analysis, modern portfolio theory, and technical and cyclical analysis in its investment approach, offering both discretionary and non-discretionary portfolio management along with fiduciary services for qualified plans.

Brian Levy is a financial advisor with West Wealth Group, LLC in Irvine, CA, holding a Series 66 designation and 17 years of industry experience. He has worked at West Wealth Group since 2021 and has been involved with BML Wealth Management and Cooper Financial Group since 2009. Outside of investment advising, he is also active as an insurance agent with BML Wealth & Insurance Services. West Wealth Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a multifaceted investment approach that includes fundamental, technical, and cyclical analysis, offers both discretionary and non-discretionary portfolio management, and provides additional services such as financial planning, educational seminars, tax preparation, and estate document services.