1230 Rosecrans Avenue, Suite 350
Manhattan Beach, CA 90266
Ph: 310.531.1021
Toll Free: 833.SALIENT (833.725.4368)
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Our Team

The founding partner of Salient Wealth Planning Group started the firm in 1990. However, Salient is not a single point of contact, but a multi-faceted firm with a built-in succession plan. If one partner becomes unavailable, your family will be cared for without interruption.

In the same light, our process is geared toward making sure your family is well taken care of if or when you are no longer there to handle and manage the day to day complexities of wealth.

In addition, we have intentionally built an in-house team that is young, yet seasoned. This helps ensure our firm will be here to serve your family for generations.

 


 

John P. Schlatter, CFP®

Founder & CEO

Phone

310.531.1026

Email Address

John.Schlatter@LFG.com

John Schlatter, the youngest of seven children and a New York native, has always understood the true meaning and importance of family and all that it takes to work together in both the good times and the bad. For this reason, choosing to lead a career in wealth planning was an easy decision for John when he graduated with honors from San Diego State in 1987 with a degree in Economics. Since then, he has helped families grow, enjoy and protect their wealth for 27 years.

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Denny Bilikas

Wealth Management Advisor

Phone

310.531.1002

Email Address

Denny.Bilikas@LFG.com

Denny is a partner and a discretionary Portfolio Manager with Salient Wealth Planning Group. Denny brings 18 years of experience to the team. Prior to joining Salient Wealth Planning Group, Denny spent 9 years at Merrill Lynch with his current partners (Garrick Peters, Loren Peters and Jonathan Pineda) as a designated “Portfolio Manager”, of the PIA Program through Merrill Lynch. Denny’s focus was in executing sophisticated Global Asset Allocation Strategies with a primary focus of managing downside risk for high net worth families and Private Endowments.

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Garrick A. Peters, CFP®

Wealth Planner

Phone

310.531.1003

Email Address

Garrick.Peters@LFG.com

Garrick is a Certified Financial Planner™ (CFP) Professional, and partner at the Salient Wealth Planning Group. Garrick’s 25 years of experience provides his clients with a deep knowledge and understanding in the areas of Comprehensive Wealth Planning, Corporate Retirement Plan Design, Retirement Planning, and Portfolio Management. Prior to joining Salient Wealth Planning Group, Garrick worked as a Portfolio Manager and Financial Advisor at Merrill Lynch for 10 years in El Segundo with his partners Loren Peters, Denny Bilikas and Jonathan Pineda. Prior to joining Merrill Lynch Garrick worked with Morgan Stanley Smith Barney for approximately 12 years as a Financial Advisor in the Rolling Hills, Beverly Hills, and Santa Monica offices.

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Loren S. Peters

Financial Planner

Phone

310.531.1001

Email Address

Loren.Peters@LFG.com

Loren is a Personal Financial Planner (PFP), discretionary Portfolio Manager, and partner at Salient Wealth Planning Group. Loren enjoys the limitless levels of complexity in the financial world and how a thoughtful cross disciplinary financial planning process, with dynamic investment strategies, can solve the most complex financial situations. He loves helping people, and genuinely appreciates watching people’s lives improve by achieving their financial objectives from the services he and his team provides. Prior to becoming an independent financial advisor, Loren was a Senior Financial Advisor and Portfolio Manager at Merrill Lynch for 10 years, after performing as Financial Planning Specialist and Financial Consultant at Smith Barney and Dean Witter/Morgan Stanley, where he started his career in 1997.

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Robert Rojano

Wealth Planner

Phone

310.531.1023

Email Address

Robert.Rojano@LFG.com

Robert has been with Salient Wealth Planning Group since 2006. He specializes in wealth management, qualification and taxation, wealth transfers and servicing (401k, 403b). One of Robert’s strengths is in helping individuals significantly reduce their investment volatility. Robert works with clients on cross-disciplinary basis, whereby all aspects of their financial situation are coordinated and reviewed. He strives to educate clients about the markets and how to build, protect and distribute their wealth in the most efficient manner possible.

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Juliana Yoon, MBA, CRPC®

Wealth Planner

Phone

310.531.1029

Email Address

Juliana.Yoon@LFG.com

Juliana began her career in the financial services industry in 2002 with AXA Advisors where she specialized in retirement planning. In 2008, she joined Lincoln Financial Advisors as a Financial Planner where she provided comprehensive financial and retirement planning services to individuals and families. Wanting to offer more to her clients, in 2016 she joined Salient Wealth Planning Group. Her move to the boutique firm enabled Juliana to provide additional planning advice in the areas of estate, business, taxation, and generational wealth management.

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Oliver Callaghan

Investment Analyst

Phone

310.531.1024

Email Address

Oliver.Callaghan@LFG.com

Oliver is our Investment Analyst and Paraplanner. He joined the Salient Wealth Planning Group team in 2015 after graduating from San Diego State University with a Bachelors of Science degree in Finance. He was an ambitious student, having graduated in three years at the age of 20. Oliver works directly with our founders in providing in-depth research and analysis of each investment as well as structuring Salient’s platforms and client portfolios.

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Alec Hoag

Financial Advisor

Phone

310.531.1025

Email Address

Alec.Hoag@LFG.com

Alec is our Financial Advisor. He joined the Salient Wealth Planning Group team in 2018 after graduating from Boston University with a Bachelor’s of Science degree in Business Administration and concentration in Finance. He graduated in 4 years while also playing Division 1 lacrosse during his time at BU. Alec works under our founder and advisors and manages asset movements as well as portfolio analysis.

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Ingrid Kraus

Executive Assistant

Phone

310.531.1022

Email Address

Ingrid.Kraus@LFG.com

Ingrid began her career 20 years ago in the automotive industry coordinating new vehicle launches, direct mail campaigns and auto shows. Most recently, she worked in the automotive finance and insurance sector leading marketing campaigns, event planning and fostering relationships with business partners.

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Jonathan Pineda

Client Service Manager

Phone

310.531.1004

Email Address

Jonathan.Pineda@LFG.com

Jonathan Pineda began his career in Wealth Management in 2010 after graduating from U.C. Santa Cruz with a degree in Business Management Economics. He has held analyst and client service roles within the Wealth Management industry and has worked for firms such as Smith Barney, Morgan Stanley and Merrill Lynch. He holds a series 7 and series 66 license.

 

Georgina Casillas

Client Service Manager

Phone

310.531.1021

Email Address

Georgina.Casillas@LFG.com

Georgina Casillas has twenty-six years’ experience in the financial industry. Before joining Salient Wealth Planning Group, Georgina worked for National Planning Corporation and held a variety of roles, including managerial positions. The last role she held was as a Sr. Operations Specialist where she was responsible for serving as the primary point of contact for Top advisors and Office Supervisory Jurisdiction relationships; managing all aspects of the relationships with the firm.

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Jennifer Okamura-Albert

Client Service Manager

Phone

310.531.1947

Email Address

Jennifer.OkamuraAlbert@LFG.com

Jennifer Okamura-Albert joined Salient Wealth Planning Group in May 2018. Jennifer has worked in the finance and insurance industry for almost 10 years. She came from a small firm in Torrance, California that cleared through Kepstra Financial, an independent broker/dealer based in Texas. Jennifer was the Director of Client Services at Bauer Financial Services and specialized in client services and retention.

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Travis Aldridge, CFA

Portfolio Manager

Phone

310.531.1948

Email Address

Travis.Aldridge@LFG.com

Travis joined Salient Wealth Planning Group in May 2018 after relocating to Los Angeles, California from Miami, Florida. He began his career in 2008 at Genesis Investment Advisors in Miami, Florida where he worked for the last 10 years. During his tenure with Genesis, he worked his way up from an Investment Analyst to Portfolio Manager as well as Director of Trading.

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