Directory Category: Financial Planner/investment Manager

Bocinsky, James
Title(s)
Vice President
Company Name
Bernstein Private Wealth
Houston, Lori
Title(s)
Senior Vice President
Company Name
Whittier Trust Company
Kang, Hoon
Title(s)
Financial Advisor
Company Name
Cultivant LLC.
Business Email
Credentials, Professional Designations
CPA, CFP®, ChFC, CLU
Waclawik, Chris
Title(s)
Wealth Advisor
Company Name
Merriman, LLC
Business Email
Credentials, Professional Designations
CFP®, AFC®
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