Your Private Client Group (“YourPCG”) is focused on helping independent-minded, high-net-worth investors achieve their financial objectives. With a roster of advisory services, access to recognized investment management firms that act as Portfolio Strategists, and comprehensive client service and support, YourPCG provides the strength and dependability that serious investors need with the flexibility and freedom they desire.
Your Private Client Group offers clients both the responsiveness and personal touch of a small firm and the strength and dependability of a larger platform. We service clients across the United States.
With over 20 years in the financial services industry, Todd is responsible for recommending appropriate investment portfolios based on clients’ unique investment objectives and financial needs. Prior to launching YourPCG in 2018, Todd was an Account Executive in AssetMark’s Private Client Group since 1998, and for the Vanguard Group’s Flagship Division prior to 1998.
Todd is a graduate of the Professional Institute of Real Estate and has studied both business and finance. Married and the proud father of two adult children, he has lived in California since 1983. He is an avid boater and camper.
Ken has been working in the financial services industry since 1994. Prior to launching YourPCG in 2018, Ken was an Account Executive in AssetMark’s Private Client Group since 2001. Ken was also a retail securities broker and a wholesaler for a financial services company. He has also managed several small businesses and has consulted as a financial analyst for a number of firms.
Ken holds a bachelor’s degree in economics from UCLA. He has resided in Southern California since 1974. In his free time, he enjoys skiing, hiking and traveling.