WestPark Capital, Inc.

Daniel Joyce is a financial advisor at WestPark Capital, Inc. with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at SCF Investment Advisors, INC., SCF Securities, Inc., and Linsco/Private Ledger Corp. Outside of his advisory role, he occasionally places fixed life and health insurance products as an independent broker. WestPark Capital, Inc. provides financial planning, investment management, consulting, and third-party money manager programs to individuals, trusts, families, retirement accounts, and business entities. The firm offers customized advisory services and implements portfolios directly or through selected third-party managers based on client objectives and risk tolerance.

Edwin Suzuki is a financial advisor at WestPark Capital, Inc. with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Newport Coast Securities, Inc. and Surfside Pizza. He also serves as Vice President of Operations at Diligent Financial Group, Inc., a financial planning and insurance services firm. WestPark Capital, Inc. provides financial planning, investment management, consulting, and third-party money manager programs to individuals, trusts, families, retirement accounts, and business entities. The firm offers customized advisory arrangements and implements client portfolios directly or through selected TPMs based on various factors including regulatory history and client objectives.

Thomas Jandt is a financial advisor with WestPark Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining WestPark Capital in 2016, he worked at Newport Coast Asset Management and Newport Coast Securities, Inc. He is also involved in real estate brokerage and consulting, serving as CEO of Thomas Jandt & Associates, Inc. and i3 Financial, Inc., which provides business strategy and due diligence services to early-stage companies. WestPark Capital, Inc. offers financial planning, investment management, consulting, and third-party money manager programs to individuals, trusts, families, retirement accounts, and business entities, implementing customized portfolios directly or through selected third-party managers.

Richard Rappaport is a financial advisor at WestPark Capital, Inc. with 37 years of industry experience. He holds a Series 63 designation and has been with WestPark Capital since 1999. Outside of his advisory role, he serves as a director of Skechers USA, Inc. and is president of WestPark Holdings LLC. WestPark Capital, Inc. provides financial planning, discretionary and non-discretionary investment management, consulting, and third-party money manager programs to individuals, trusts, families, retirement accounts, and various business entities. The firm offers customized advisory arrangements and implements client portfolios either directly or through selected third-party managers.

Vijay Ramsarran is a financial advisor with WestPark Capital, Inc. in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been associated with Tower Square Securities, Inc. since 2005. WestPark Capital, Inc. provides financial planning, discretionary and non-discretionary investment management, consulting, and third-party money manager programs to individuals, trusts, families, retirement accounts, and various business entities, offering customized advisory arrangements and portfolio implementation.

Vikas Goel is a financial advisor at WestPark Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at WestPark Capital since 2016 and previously at Newport Coast Securities, Inc. from 2011 to 2016. Outside of his advisory role, he is involved in real estate sales as a licensed salesperson. WestPark Capital, Inc. provides financial planning, investment management, consulting, and third-party money manager programs to individuals, trusts, families, retirement accounts, and business entities, offering customized advisory solutions implemented either directly or through selected third-party managers.

Susan Sajjadi is a financial advisor with WestPark Capital, Inc. in Irvine, CA, holding a Series 63 designation and bringing 37 years of industry experience. She has been with WestPark Capital since 2016 and previously worked at Newport Coast Securities, Inc. from 2013 to 2016. WestPark Capital, Inc. provides financial planning, investment management, consulting, and third-party money manager programs to individuals, trusts, families, retirement accounts, and business entities. The firm offers customized advisory services and may implement client portfolios directly or through selected third-party managers.

Ray Kim is a financial advisor with WestPark Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Newport Coast Securities and has served as Vice President and Insurance Agent at Diligent Insurance Group since 2002. Kim also participates on the advisory committee for the University of California, Irvine’s Personal Financial Planning Certificate Program. WestPark Capital, Inc. offers financial planning, investment management, consulting, and third-party money manager programs to individuals, families, trusts, retirement accounts, and business entities. The firm provides customized advisory solutions and selects third-party managers based on regulatory and operational criteria, conducting at least annual portfolio reviews.

Barbara Meyers is a CFP® with 41 years of industry experience, currently serving as a financial advisor at WestPark Capital, Inc. since 2022. Her prior experience includes roles at Woodbury Financial Services and Crown Capital Securities, L.P., and she has operated Meyers Financial Group as an independent contractor offering fixed annuities and insurance products since 1981. She also serves as a board member for the nonprofit Women of Temple Bat Yahm. WestPark Capital, Inc. provides financial planning, investment management, and consulting services to individuals, families, trusts, retirement accounts, and business entities. The firm offers customized advisory solutions and utilizes third-party money managers to implement client portfolios based on each client’s objectives and risk tolerance.

David Eurton is a financial advisor at WestPark Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has worked at WestPark Capital since 2018 and previously held positions at Concorde Investment Services, LLC and First Allied Securities, Inc. WestPark Capital, Inc. offers financial planning, discretionary and non-discretionary investment management, consulting, and third-party money manager programs to individuals, trusts, families, retirement accounts, and business entities. The firm provides customized advisory services and implements client portfolios directly or through selected third-party managers based on a range of criteria.

Vincent Capodanno is a financial advisor at WestPark Capital, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Garden State Securities, Dinosaur Financial Group, and Alexander Capital. Outside of finance, he owns a transportation service company that provides limo services. WestPark Capital, Inc. offers financial planning, investment management, consulting, and third-party money manager programs to individuals, trusts, families, retirement accounts, and business entities. The firm provides customized advisory arrangements and implements client portfolios directly or through selected third-party managers.