Financial Advisors & Wealth Management in Woodland Hills
The world continues to change and evolve a great deal and your life and goals have likely continued to develop as well. This is why the type of financial clarity and context provided by the team at Churchill Management Group has never been more important than it is right now. Our team of passionate and dedicated experts prides ourselves on our ability to provide you with the deeper insights and education necessary to make the most prudent decisions possible for your future.
Visit our Woodland Hills location, headed by Don Richner, for comprehensive wealth management, financial advice, and retirement planning solutions. We invite you to learn more about award-winning Churchill Management Group.
A Personal Touch to Achieve Your Goals
Our financial advisors make planning your future easier than ever before.
At Churchill Management Group, we fully understand that no two clients are the same. Everyone lives a different life, has different risk tolerances, and different goals regarding what they hope the future will hold. Armed with consistent, insightful advice, you will have access to the information needed to make better and more informed decisions regarding all of your goals and objectives. At that point, we’ll also be able to provide you with the most important benefit of all: taking your vision of the future and aiming to bring it into reality in the most effective and straightforward way that we can.
Find our office on Canoga Ave and near Califa St. Schedule an in-office consultation at our Woodland Hills, CA location or call to speak with our local financial advisor now.
Don Richner, CFP®
Mr. Richner joined Churchill Management Group’s Team in 2003. He started his career at Kennedy Cabot & Co., where he would become the head of block trading and Senior Registered Options Principal up to and through the firms’ acquisition by TD Waterhouse. After which, he was Vice President and Branch Manager of the Beverly Hills branch of TD Waterhouse. Just prior to joining Churchill Management Group, Mr. Richner spent three years as a NASDAQ market maker for NDB Capital Markets, a division of Deutsche Bank. He has attained the professional designation of Certified Financial PlannerTM.
Mr. Richner graduated with a Bachelor of Arts degree from the University of Southern California.
Mr. Nguyen joined Churchill Management Group in 2016. Mr. Nguyen’s financial experience includes working as an Investment Consultant for TD Ameritrade for four years. His most recent position prior to joining Churchill Management Group was for the wealth management division of Bank of The West as their Wealth Financial Advisor for Southern Nevada region.
Mr. Nguyen graduated from DeVry University Long Beach with a Bachelor of Science Degree in Telecommunications Management.
Scott M. Perkins MBA, CFP®
Mr. Perkins joined Churchill Management Group’s Team in 2014 with over eighteen years of experience in the financial services industry. Prior to working at Churchill Management Group, Mr. Perkins worked at Ronald Blue & Co., specializing in comprehensive financial planning for high-net-worth clients and their families. Mr. Perkins began his financial services career in retail banking and real estate investing.
Mr. Perkins has a Bachelor of Arts Degree in Psychology from Cal. State University, Fullerton. In addition, he has two Master Degrees from Cal. State University, San Bernardino. These include a Masters of Business Administration and a Masters Degree in Finance. Coupled with his extensive experience and education, Mr. Perkins is a Certified Financial Planner (CFP®) making him uniquely qualified in the role he plays at Churchill Management Group.