Commonwealth Partnership

Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, provides us access to insurance and risk management specialists at Commonwealth who assist us in our efforts to offer you the best possible service. Each of the professionals on these teams brings a breadth of experience in the industry and within his or her specialization. You can learn more about the teams below.

Commonwealth Advanced Planning Team

Arleta Hacopian

Arleta Hacopian, FPQP™

Financial Paraplanner Qualified Professional™, Client Relations Manager

(818) 241-9061

Bob Donaldson

Bob Donaldson, CHFC®

AGW Founder & Managing Principal

(818) 241-9061

Bob Burke

PlanAssist Program Manager

Derek McLaughlin

Derek McLaughlin, CFP®

Associate Planner

(818) 241-9061

Thomas Ryan

Investment Research Analyst

Commonwealth Retirement Consulting Services Team

Arleta Hacopian

Arleta Hacopian, FPQP™

Financial Paraplanner Qualified Professional™, Client Relations Manager

(818) 241-9061

Bob Donaldson

Bob Donaldson, CHFC®

AGW Founder & Managing Principal

(818) 241-9061

Bob Burke

PlanAssist Program Manager

Derek McLaughlin

Derek McLaughlin, CFP®

Associate Planner

(818) 241-9061

Thomas Ryan

Investment Research Analyst

Commonwealth Research Team

Arleta Hacopian

Arleta Hacopian, FPQP™

Financial Paraplanner Qualified Professional™, Client Relations Manager

(818) 241-9061

Bob Donaldson

Bob Donaldson, CHFC®

AGW Founder & Managing Principal

(818) 241-9061

Bob Burke

PlanAssist Program Manager

Derek McLaughlin

Derek McLaughlin, CFP®

Associate Planner

(818) 241-9061

Thomas Ryan

Investment Research Analyst

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