Derick Roselli's Linkedin Analytics

I partner closely with highly successful individuals and families across Southern California, including founders, senior executives, board members and finance/legal professionals who seek the intellectual strength of an industry powerhouse. I serve as a conduit to the firm’s global capabilities, offering sage advice to help clients make informed financial decisions to grow and protect their legacy. An entrepreneur myself, I understand the time and energy my clients have invested and drill into the core of their goals to help them pursue these ambitions. My focus is on placing the right specialists in the room to strategically address the complexity of substantial wealth—trust/estate approaches, investing, lending and pre/post-transaction planning. I am an experienced sounding board and business advisor who helps explore the possibilities that a client’s assets represent.