Team
LPL Financial Advisors
Alex Trejo, CFP®
Partner, LPL Financial Advisor
Alex C. Trejo has over 30 years of experience in comprehensive financial planning, specializing in the areas of personal and business retirement and investment planning. Alex has worked with the retirees of many local companies...
Craig Benjamin, CFP®
Partner, LPL Financial Advisor
Craig Benjamin, CFP® has over 30 years of experience in comprehensive financial planning, specializing in the areas of investment, retirement, insurance and estate planning.
Support Staff
Christina Pacheco
Director of Client services
Christiana has over twenty years’ experience in customer service and administrative service including fifteen years as the Director of Client Service for Marquis Financial. Prior to that, Christina was a business owner in the...
Matt Pittluck
Tax Advisor, EA
Matt earned his Bachelors of Science from Loyola Marymount University where he studied Mathematics and Economics.
Teresa Burdette
Customer Service Representative
(310)647-6201
Teresa has twenty years’ experience as an administrative assistant. This includes being an assistant to the principal for LAUSD. Prior to that, Teresa worked for three years for Dunn and Roth Law firm as an administrative assistant.