Calabasas
Proudly Serving Southern California
Calabasas
4500 Park Granada Blvd
Suite 204
Calabasas, CA 91302
Your Calabasas Team
Brad Levin
CEPA®, CFP®, CMT
Senior Wealth Advisor
David Tracy
CFP®
Senior Wealth Advisor
Tanner Watson
Associate Wealth Advisor
Amir Malek
CPA
Co-Presidents, Business Management, Managing Director
Pam Malek
CPA
Co-Presidents, Business Management, Managing Director
Kailee Hicks
Client Service Manager
Enjoy some of our latest resources
June 05, 2025
Simplifying Capital Gains: What Investors Should Know
Understanding how capital gains work is key for any investor looking to make smarter, more tax-efficient decisions. In this webinar, Focus Partners’ Chief Planning Officer Jeffrey Levine breaks down the basics in a clear, approachable way.
Watch the video
June 03, 2025
Fed Rate Policy Update: Are Cuts on the Horizon?
Markets are anticipating that the Federal Reserve will begin cutting interest rates later this year. In this video, Focus Partners’ Kevin Grogan breaks down the Fed’s decision to hold rates steady in May and discusses the potential implications for investors.
Watch the video
May 28, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance and shares his thoughts on what the Nippon Steel merger with U.S. Steel could mean for markets.
Listen to the podcast