2041 Rosecrans Ave
Managing Director & Founder
John is the Managing Director of Reef Wealth Management serving private investors, businesses, aerospace and technology employees as both an Accredited Investment Fiduciary® (AIF®) and Certified Wealth Strategist® (CWS®).
Branch Operations Service Manager
Teresa has twenty years’ experience as an administrative assistant. This includes being an assistant to the Principal for LAUSD...
Isabella Blake-Thomas is our Scheduler at Reef Wealth Management. She is a delight to have at the firm and supports the office by scheduling client appointments in addition to planning our special events. Born in the UK and raised in...
Client Service Manager