Broker Check

Bob Donaldson, CHFC®

AGW Founder & Managing Principal

Robert “Bob” Donaldson is founder and managing principal of Advisory Group West, an independent wealth management firm. Since 1977, Bob has been assisting California residents to strategically plan for and protect their...

Read more

Arleta Hacopian, FPQP™

Financial Paraplanner Qualified Professionalâ„¢, Client Relations Manager

Arleta Hacopian has been an excellent client relations manager with the firm since 2002. She’s in charge of our clients’ financial services; making certain our clients’ needs are handled promptly and meticulously. In...
Read more

Derek McLaughlin, CFP®

Associate Planner

Derek McLaughlin brings a wealth of knowledge to the AGW team with more than 20 years of experience in the financial services industry. Currently holding the position of Associate Planner, Derek assists Bob & our clients in all matters...

Read more

Next Steps

Need resources to help organize, prioritize and optimize all the pieces in your financial life?

You’ve come to the right place. To learn more, schedule your Complimentary Cornerstone Vissions™ Strategy Session today.

Thank you!