Fraser Financial Group

Main Office

8383 Wilshire Blvd, Suite 600
Beverly Hills, CA 90211-2425

Get Directions

See our Licenses and Disclosures

SATELLITE OFFICES


Managing Partners

Grant D. Fraser

General Agent, Fraser Financial Group

Our Financial Professionals

  1. Kathleen Adams

    CFP®, CLTC®, CFBS

    Fraser Financial Group

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
    • Irene Anderson

      Fraser Financial Group

      Focus:

      • Insurance Strategies

      Languages:

      • English, Chinese – Mandarin
      • Christen Berman

        Fraser Financial Group

        Focus:

        • Insurance Strategies

        Languages:

        • English
        • Robert Carty

          Fraser Financial Group

          Focus:

          • Insurance Strategies

          Languages:

          • English
          • Ben David

            FSCP®

            Fraser Financial Group

            Focus:

            • Insurance Strategies
            • Business Owners
            • Business Succession Planning
            • Group Benefits
            • Show More

            Languages:

            • English, German
            • Peter R. Fong

              Fraser Financial Group

              Focus:

              • Insurance Strategies
              • Investment Strategies

              Languages:

              • English
              • Yechiel S. Goldberg

                ChSNC™, CFP®

                Fraser Financial Group

                Focus:

                • Special Care
                • Insurance Strategies
                • Investment Strategies
                • Business Owners
                • Show More

                Languages:

                • English
              • Paul Grande

                Fraser Financial Group

                Focus:

                • Insurance Strategies

                Languages:

                • English
                • Don Harrington

                  CFP®

                  Fraser Financial Group

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies
                  • Retirement Income Planning
                  • Retirement Strategies
                  • Show More

                  Languages:

                  • English
                • Rui Hu

                  Fraser Financial Group

                  Focus:

                  • Insurance Strategies

                  Languages:

                  • English, Chinese – Mandarin
                  • Saeed Kahrobai

                    Fraser Financial Group

                    Focus:

                    • Insurance Strategies

                    Languages:

                    • English
                    • Matt T. Kokkonen

                      ChFC®, CLU®

                      Fraser Financial Group

                      Focus:

                      • Insurance Strategies
                      • Investment Strategies

                      Languages:

                      • English
                      • Sean Lee

                        LUTCF®, FSCP®, ChSNC™

                        Fraser Financial Group

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies
                        • Business Owners
                        • Retirement Income Planning
                        • Show More

                        Languages:

                        • English, Korean
                        • Yeounjoo "Joo" Lim

                          MBA

                          Fraser Financial Group

                          Focus:

                          • Insurance Strategies

                          Languages:

                          • English, Korean
                          • Robert N. Littman

                            Fraser Financial Group

                            Focus:

                            • Insurance Strategies
                            • Business Owners
                            • LGBTQ
                            • Special Care

                            Languages:

                            • English
                            • Huiwen "Priscilla" Lo

                              Fraser Financial Group

                              Focus:

                              • Insurance Strategies

                              Languages:

                              • English, Chinese – Mandarin
                              • Afshin Missaghieh

                                Fraser Financial Group

                                Focus:

                                • Insurance Strategies

                                Languages:

                                • English
                                • Helen Moaveni

                                  Fraser Financial Group

                                  Focus:

                                  • Insurance Strategies
                                  • Business Owners
                                  • Retirement Strategies
                                  • Retirement Income Planning
                                  • Show More

                                  Languages:

                                  • English
                                  • Minh Nguyen

                                    Fraser Financial Group

                                    Focus:

                                    • Insurance Strategies

                                    Languages:

                                    • English, Vietnamese
                                    • Yassi Oreyzi

                                      Fraser Financial Group

                                      Focus:

                                      • Insurance Strategies
                                      • College Funding Strategies
                                      • Charitable Giving
                                      • Business Owners
                                      • Show More

                                      Languages:

                                      • English, French
                                      • Amir J. Pouri

                                        Fraser Financial Group

                                        Focus:

                                        • Insurance Strategies
                                        • Investment Strategies

                                        Languages:

                                        • English
                                        • Chad Richardson

                                          Fraser Financial Group

                                          Focus:

                                          • Insurance Strategies

                                          Languages:

                                          • English
                                          • George Rizkalla

                                            MBA, CRPS®, CLTC®

                                            Fraser Financial Group

                                            Focus:

                                            • Insurance Strategies
                                            • Investment Strategies
                                            • Business Owners
                                            • Retirement Income Planning
                                            • Show More

                                            Languages:

                                            • English
                                            • LaMar Rucker, III

                                              LUTCF®

                                              Fraser Financial Group

                                              Focus:

                                              • Insurance Strategies
                                              • Investment Strategies

                                              Languages:

                                              • English
                                              • Robert Sarkissian

                                                Fraser Financial Group

                                                Focus:

                                                • Insurance Strategies
                                                • Business Owners
                                                • Investment Strategies

                                                Languages:

                                                • English
                                                • Richard "Rich" Slavin

                                                  Fraser Financial Group

                                                  Focus:

                                                  • Insurance Strategies

                                                  Languages:

                                                  • English
                                                  • Benny Smith

                                                    Fraser Financial Group

                                                    Focus:

                                                    • Insurance Strategies

                                                    Languages:

                                                    • English
                                                    • Robert M. Smith

                                                      CLU®, ChFC®, CLTC®, RICP®

                                                      Fraser Financial Group

                                                      Focus:

                                                      • Insurance Strategies

                                                      Languages:

                                                      • English
                                                      • Simon Syer

                                                        Fraser Financial Group

                                                        Focus:

                                                        • Insurance Strategies
                                                        • Investment Strategies

                                                        Languages:

                                                        • English, Chinese – Mandarin
                                                        • Harvey Warren

                                                          Fraser Financial Group

                                                          Focus:

                                                          • Insurance Strategies
                                                          • Business Owners
                                                          • Retirement Income Planning
                                                          • Retirement Strategies
                                                          • Show More

                                                          Languages:

                                                          • English
                                                          CRN202109-253382