Western Financial Corporation

Steven Levenson is a financial advisor at Western Financial Corporation with eight years of industry experience. He holds Series 63 and Series 65 credentials and has held multiple roles at Western Financial Corporation since 2017, with additional experience at Clearwater Analytics and YCharts, Inc. Western Financial Corporation is a privately owned registered investment adviser that provides customized portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm serves both individual and high-net-worth clients, focusing on long-term asset allocation and diversification through a combination of fundamental research and technical analysis.

Sandie Turley is a financial advisor at Western Financial Corporation with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Western Financial since 2016. Her prior experience includes roles at Rivulet Media, Inc. and her own firm, S. Turley & Co. LLC. Western Financial Corporation is a privately owned registered investment adviser that offers customized portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages portfolios with a focus on long-term asset allocation and diversification, employing both fundamental research and technical analysis.

Richard Levenson is a financial advisor at Western Financial Corporation with 38 years of industry experience. He holds a Series 66 designation and has been with Western Financial Corporation since 1987. Outside of his advisory role, he is the managing member of Levenson Apparel, LLC, an online retail apparel business. Western Financial Corporation is a privately owned registered investment adviser that provides customized portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm serves both individual and high-net-worth clients, focusing on long-term asset allocation and diversification through fundamental and technical analysis, managing approximately $309 million in discretionary assets.