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Richard P. Moran, CFP®


Paul Heising, MBA, CFP®


Lisa McElravey, CFP®


Robert H. Sowder, CFS®, AIF®

Our Team

Richard Moran, CFP

Richard Moran, CFP

Senior Financial Advisor

Fax Number: 310.406.3082
Phone: 310.406.3080 ext.304

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Paul Heising, MBA, CFP

Paul Heising, MBA, CFP

Financial Advisor

Fax Number: 310.406.3082
Phone: 310.406.3080 ext. 306
Email: heising@smarterdecisions.com

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Lisa McElravey, CFP

Lisa McElravey, CFP

Financial Advisor

Fax Number: 310.406.3082
Phone: 310.406.3080 ext. 307

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Robert H. Sowder, CFS, AIF

Robert H. Sowder, CFS, AIF

Financial Advisor

Fax Number: 310.406.3082
Phone: 310.406.3080 ext. 305
Email: rsowder@smarterdecisions.com

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck