Westlake Village Office
32123 Lindero Canyon Road, Suite 306, Westlake Village, CA 91361
Our Philosophy
At the Westlake office, our mission is to provide clients with exceptional customer service and accessibility. We strive to help you sail through the turbulence of life and markets. Our goal is to build and maintain multi-generational wealth for your family. To do so, we create a customized investment portfolio and financial plan to carry you and your family into the future. We believe that our many years of experience in this industry affords us the ability to identify current and future market leaders that may provide long-term growth. To complement that, we have access to a diverse selection of fixed income and dividend securities that we believe add income and stability to a portfolio.
What We Do
Personalized financial planning and wealth management.
Trust account management and inheritance planning.
High net worth investment strategies with limiting taxable gains in mind.
Identify investments that we believe will be current and future market leaders.
Purchase fixed income securities directly from dealers.
Book a Free Consultation
During this meeting, you'll share details about your financial situation and provide us with your financial statements, allowing us to create a personalized financial plan for you.
Prior to any meeting, please view our CRS, ADV, and Privacy Policy.
Meet the Team
Jonathan Fersht
Advisor
Jonathan was born and raised in Southern California. He grew up with a passion for math, sports, and music. Following his love of sports, he went on to play collegiate baseball. After graduating with a degree in finance from San Diego State University, Jonathan was hired to work on a fixed income trading desk where he honed his skills and developed fixed income expertise. Over the next decade, Jonathan traded mostly corporate bonds for various firms until ultimately starting his own bond trading business in 2018. Jonathan’s goal is to use his knowledge of trading and fixed income to help clients make sound investment decisions for their future and families. Jonathan currently lives in Thousand Oaks, CA with his wife Christine, and their three children -- Mia, Hannah, and Benjamin. In his free time, you can find him playing tennis and golf or hiking with his dog, Murphy. Jonathan looks forward to serving his clients by providing them with the guidance to help them navigate changing market environments and by designing specific solutions to reach their individualized financial goals.
Stephen Egnatchik
Advisor
Stephen was born in Westlake Village, California, and grew up in the city of Thousand Oaks. Stephen’s interest in investing began as a child when his father shared with him the writings of famous stock trader William O’Neil and his newspaper, Investor’s Business Daily. This early exposure led to Stephen’s lifelong obsession with economics and finance. Stephen graduated from California Lutheran University with a Bachelor’s Degree in Organizational Leadership and joined the Ventura County Sheriff’s Office. Stephen had a storied career of nearly two decades where he was awarded for his work investigating sophisticated criminal organizations. After honorably retiring from the Sheriff’s Office, Stephen continues to help others by sharing his lifetime of experience with his clients. Stephen is passionate about educating others and believes it’s never too early to start investing. He strongly believes that with proper guidance, families can grow multigenerational wealth that will bolster families’ legacies for generations to come. Stephen is a great listener and communicator. He prides himself on his ability to listen to his client’s needs and put their dreams into action. Stephen is married with four children.