Frederick Farncomb
Senior Investment Advisor
Shawn Cohn, CIM®, BBA
Investment Advisor & Associate Portfolio Manager
Elizabeth Yip
Senior Investment Advisor Assistant
Lara Borboudakis
Wealth & Estate Planning Specialist
Lara partners closely with CGWM Investment Advisors to provide comprehensive financial planning, wealth protection, tax mitigation, legacy and estate planning for individuals, professionals and business owners. Lara is dedicated to providing effective and customized solutions for each clients' unique goals.
Lara holds the financial planner designation F.P.I and is a financial security advisor.