Larry is as passionate today as he was over 35 years ago when he joined the industry about helping his client friends navigate through their financial journeys. He focuses on comprehensive wealth management, legacy and estate planning strategies, and investment management. His ability to have a meaningful impact on people’s lives, and often spanning multiple generations, is something he finds personally fulfilling and is an integral part of his professional legacy.

Awards and Recognitions
Forbes Best-In-State Wealth Advisors*, 2025, 2021, 2020, 2019, 2018
Barron’s Top 1,200 Advisors**, 2020, 2019, 2018, 2017

Education, Registrations, and Credentials
Certified Private Wealth Advisor® (CPWA®)
CERTIFIED FINANCIAL PLANNER® professional
Certified Investment Management Analyst® (CIMA®)
FINRA Series 7 and 66 securities registrations
MBA, Finance, The Peter Drucker Center for Management at Claremont Graduate University
B.A., Management, California Polytechnic State University, Pomona
California Insurance License: 0A34111
Resident State: CA

Outside of Wells Fargo Advisors
Larry is passionate about golf and wine. He has been married to his high school sweetheart, Nancy Lyons, for over 44 years. They have two married children, Nathan and Alexandra, and five grandchildren.

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17.

2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019 (Source: Barrons.com). 2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018. 2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017. 2017 Barron’s Top 1,200 Financial Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016.

View award disclosures 

 

 

Alex helps individuals and families with personalized wealth management, which is a blend of making informed decisions, balancing financial and emotional complexities, and creating an investment approach designed to align investments to life goals, risk tolerance, and tax-efficiency. She serves as an anchor to help keep clients grounded and focused on what’s really important during emotional times and as their quarterback to navigate all financial decisions.

Recognition
Recipient of Los Angeles Times’ OC Inspirational Women’s Award*, 2023

Education, Registrations, and Credentials
CERTIFIED FINANCIAL PLANNER® professional
Certified Investment Management Analyst® (CIMA®)
FINRA Series 7 and 66 securities registrations
B.S., Engineering; Minor in Economics, Duke University
California Insurance License: 0K26225
Resident State: CA

Outside of Wells Fargo Advisors
Alex and her husband, Ryan, have three children that keep them both very busy with various activities. In addition to spending time with her family, Alex enjoys traveling, playing volleyball, and serving on the National and SoCal Duke University Alumni Boards.

*The 2023 O.C. Inspirational Women, Rising Star (40 and under) Award was bestowed by the L.A. Times as a result of community efforts, unrelated to the business of the firm.

 

 

Relationships come first. That is Linda’s guiding principle as she provides comprehensive wealth management, estate planning strategies, and investment management advice to her clients. For over 22 years, Linda has had a profound impact on the lives of those she works with by forming long-term relationships with her clients. She specializes in working with foundations and is very proud that her direct work with them has a significant impact on the lives of many others.

Education, Registrations, and Credentials
Certified Private Wealth Advisor® (CPWA®)
CERTIFIED FINANCIAL PLANNER® professional
Certified Investment Management Analyst® (CIMA®)
FINRA Series 7 and 66 securities registrations
B.A., Accounting, California State University - Fullerton
California Insurance License: 0D10935
Resident State: CA

Outside of Wells Fargo Advisors
Linda is committed to giving back to her community and is a proud member of Soroptimist International of Huntington Beach. Linda and her husband, Kurt Hubler, are active members of their local church, enjoy traveling both domestically and internationally, are passionate about tennis, and are parents of five adult children.

 

 

Gen is passionate and committed to working with clients to help them put a plan in place to achieve their dreams – in wealth, life, and legacy. She takes great pride in having the ability to make a meaningful difference in the lives of others. Her enthusiasm and positive approach to planning is contagious and has clients excited to be part of our Navigation for Life process.

Gen has over 15 years of experience in the financial services industry and over 10 years with OnPointe Wealth Management. Her past experience includes being a Client Performance Analyst and working closely with financial advisors, institutions, and individual investors to help identify and implement their wealth management goals.

Education, Registrations, and Credentials
CERTIFIED FINANCIAL PLANNER® professional
Chartered Retirement Plans Specialist® (CRPS®)
FINRA Series 7 and 66 securities registrations
MBA, Finance, California Polytechnic State University, Pomona
B.S., Marketing, California Polytechnic State University, Pomona
California Insurance License: 4320495
Resident State: CA

Outside of Wells Fargo Advisors
Gen and her family immigrated to the U.S. from Romania when she was a young child. She and her husband, Flaviu, have two children who keep them very busy. Gen enjoys spending time with family and friends, going on road trips, and baking. She is actively involved in her local community church and was a member of Toastmasters International.