Team

 

Connie Weil

Client Service Associate

818.766.0660 x 204

818.766.0770

My role is to help you with the day-to-day maintenance of your accounts with Cal Cap.Along with Arika, I am the best person to call first regarding your client service needs. You are welcome to contact me when you have questions about...

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Arika O. Bishop

Client Service Manager

818.766.0660 x 203

818.766.0770

My role is to answer your questions and resolve any client service issues you may have. Along with Connie, I am the best person for you to contact when you have a client service need. Please reach out to me first to schedule a meeting...

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Scott G. Hemmann

Client Service Director

818.766.0660 x 205

818.766.0770

My role is to act as a mentor and a knowledge resource to our client service staff. I have been Cal Cap’s Client Service Director for over 20 years. During that time, I played a meaningful part in helping many of our clients...

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My role is to focus on streamlining and optimizing our firm’s experience for you. I consider myself to be your personal firefighter. Just as a firefighter runs toward a problem in order to resolve it, I commit to finding you a...

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My role is to provide you with a first-class experience with our firm and make your interaction with Cal Cap as smooth as possible. I am here to complement your advisor and provide support for him or her. I may be the second chair on...

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Khrysten J. Baltazar

Investment Research Associate

818.766.0660 x 202

818.766.0770

My role is to assist our Investment Committee as an investment research analyst and execute all trades when client accounts need to be reallocated or rebalanced. I also conduct quality control on our clients' performance statements to...

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My role is to take the lead creating and maintaining relationships with prospective clients and local financial professionals. If you are a prospective client, I will walk you through who we are, how we work with our clients and how we...

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My role is to take the lead in the creation and maintenance of your financial plan. I may also act as your primary financial advisor. As a client of our firm, you may contact me for updates on your accounts and progress towards your...

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My role is to take the lead on investment planning. I chair our Investment Committee, where we research and select investments on your behalf. When there are fluctuations in the market or within our portfolio holdings, our Investment...

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My role is to take the lead as your financial planning resource. When you have an estate planning, tax planning or retirement planning issue, I will work to create the best solution for your situation. We also take into account your...

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