Financial Planning is critical to reaching your retirement successfully. Specializing in goal based financial planning, I help identify and prioritize goals to ensure the investment strategy is in alignment with your aspirations. By working closely with you, comprehensive plans are developed by utilizing our wealth management technology to deliver customized solutions specific to your needs. The process allows you to be afforded all of the resources we have to offer which include custom tailored portfolios, estate planning, education planning, and risk management services. Prior to working at Wedbush I worked at Morgan Stanley as a financial advisor where financial planning was critical to my practice. I have joined my families’ practice at Wedbush to bring my unique talents and planning expertise to The Kennally Group to support the success of the individuals and families we serve.
JAMES KENNALLY
Senior Vice President, Investments
As a Wedbush Financial Advisor, I am dedicated to the highest standards of integrity and professionalism through service to my clients. With over 30 years of industry experience, I make it a priority to work closely with my clients and learn about their short-term and long-term goals. My goal is to utilize all of the resources we have to offer, which include: custom tailored portfolios, estate planning, education planning, and risk management services. Prior to working with Wedbush, I worked at Sherwood Securities for 16 years where I learned how to add value to my portfolios by utilizing financial technology. I bring my trading experience which adds value to The Kennally Group through custom portfolio management services tailored to your financial needs.
Phone: (213) 688-8020
Email: james.kennally@wedbush.com
 
ROBERT KENNALLY
Financial Advisor
Financial Planning is critical to reaching your retirement successfully. Specializing in goal based financial planning, I help identify and prioritize goals to ensure the investment strategy is in alignment with your aspirations. By working closely with you, comprehensive plans are developed by utilizing our wealth management technology to deliver customized solutions specific to your needs. The process allows you to be afforded all of the resources we have to offer which include custom tailored portfolios, estate planning, education planning, and risk management services. Prior to working at Wedbush I worked at Morgan Stanley as a financial advisor where financial planning was critical to my practice. I have joined my families’ practice at Wedbush to bring my unique talents and planning expertise to The Kennally Group to support the success of the individuals and families we serve.
Phone: (213) 688-8063
Email: robert.kennally@wedbush.com
CA Ins Lis. #0k40813
 
ELEANOR PASCALIDE
Client Executive Assistant
I have been at Wedbush Securities for 20 years and hold Series 7, 63, and 65 licenses. I received a B.A. in Business Administration at the California State University, Fullerton. Part of my studies included a concentration in Finance with an emphasis on Investments and Financial Planning. I take pride in providing clients the highest levels of service. I have experience in sales and trading, and sales support services for domestic, international, individual, and corporate clients.
Phone: (213) 688-4595
Email: eleanor.pascalide@wedbush.com
Andrew Lee is an experienced Financial Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing personalized or defined strategies, which may incorporate individual stocks and bonds, and third-party investment strategies.
With insights gained at financial institutions and other companies worldwide, Andrew and his team have a deep understanding of regulatory environments and the inter-relationships between markets. They use this knowledge to help clients navigate the complexities of wealth management in today’s global economy. Combining their perspectives with the vast resources at Wedbush, The Lee Group takes a disciplined and unbiased approach to serving individuals and families.
At 15 years of age, Andrew moved with his family from Korea to the United States. He grew up in the San Fernando Valley and earned a Bachelor’s degree in Economics from The University of California, Berkeley.
After graduation, Andrew enjoyed an exciting and enlightening career that took him around the world. He spent nine years with American Express Financial Advisors helping individual and institutional clients develop and implement customized financial strategies. Then, Andrew moved to Spain to establish and manage an internet company that offered proprietary solutions and services to large institutional clients in Europe and South America. Following that he worked with Samsung Life and ING to build their wealth management enterprises in Korea and throughout Asia.
Andrew is a member of the Rotary Club of Historic Filipinotown (Los Angeles). He trains with UCLA Masters Swimming Club and is an American Youth Soccer Organization (AYSO) All Star Soccer Coach. He also enjoys surfing and tennis. Andrew lives in Westwood with his wife, Miren, and their son.
As Wedbush Financial Advisors, we are dedicated to serving our clients and the community. We believe our clients come first and work to help protect their financial success. With many years of experience in the securities industry, we are committed to using our experience and knowledge to educate clients to help them make informed investment decisions.
We also develop personalized investment strategies, to assist our clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), we will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact us for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
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Michael Krmpotich serves as Vice President, Investments in the Palm Desert office of Wedbush Securities. With over 42 years of industry experience, he has formerly held positions at Stifel, Nicolaus & Co. and RBC Capital Markets.
Michael and his wife, Leslie, have resided in La Quinta since 2013 and they have an adult son. He obtained his Bachelors of Art degree in Economics and Political Science from Bemidji State University. In his free time, he enjoys golfing, reading economic and market periodicals. He was formerly a board member of the Boys & Girls Club as well as a Paul Harris Rotary Fellow.
Chip Richardson is an Independent Financial Advisor associated with Wedbush Securities. From the age of 14, Chip began following the stock market, and it became clear that he was destined for a career in Finance. Upon graduating college, he was hired by Dean Witter Securities, now Morgan Stanley, as a Financial Advisor and also worked at Paine Webber, now UBS, before joining Wedbush in 1999.
Chip excels in helping his clients understand the economy and the nature of the risks, rewards, and cycles that can impact an investment portfolio and the market. He invests time in helping his clients understand the emotional nature of securities prices and the governmental impact relative to financial assets. He is often complimented on his ability to stay in communication with his clients and keep them updated on changes within companies they have invested in or are interested in. He is also diligent in researching various companies, funds, and other financial products that could benefit his clients and sharing his findings with them.
Born in Birmingham, AL, Chip was raised in Saratoga, CA before moving to Oregon where he currently resides with his wife of 43 years, Sherri. They have two adult children and 3 grandchildren. Chip obtained his Bachelors of Science degree in Economics from Oregon State University, and he is a member of The Kruse Way Rotary Club and is an Eagle Scout. His hobbies include gardening, golfing, skiing, whitewater rafting, hiking, camping, bird watching, and rockhounding. In his free time, he enjoys reading about history, economics, and science.
With over 19 years of experience in financial and estate planning, asset preservation and wealth management, I have a solid track record of helping my clients achieve their financial goals. I specialize in customized plans that balance risk tolerance and time horizon. You work hard for your money, and I help you to make your money work hard for you.
I am affiliated with one of the nation’s leading wealth management firms, founded in 1955. This gives me access to in-depth industry insights, an advanced technology platform and a wide range of innovative investment ideas, products and services. Combined with my deep industry knowledge, I’m able to consistently make recommendations that can deliver optimal results.
I’m known for exceptional client service and believe in a comprehensive approach to asset management. This includes portfolio management, retirement planning, wealth transfer strategies, life and long-term care insurance. I meet with my clients on a regular basis to inspect what we expect so they are confident they have selected the best plan to achieve their short- and long-term goals.
Contact my team today for a complimentary comprehensive portfolio review.