Calabasas
Proudly Serving Southern California
Calabasas
4500 Park Granada Blvd
Suite 204
Calabasas, CA 91302
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Your Calabasas Team
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Brad Levin
CEPA®, CFP®, CMT
Senior Wealth Advisor
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David Tracy
CFP®
Senior Wealth Advisor
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Tanner Watson
Associate Wealth Advisor
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Amir Malek
CPA
Co-Presidents, Business Management, Managing Director
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Pam Malek
CPA
Co-Presidents, Business Management, Managing Director
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Kailee Hicks
Client Service Manager
Enjoy some of our latest resources
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May 12, 2025
Monthly Investment Commentary: May 2025
Global commerce is facing new challenges as trade tensions and international politics reshape the landscape. Where a company earns its revenue is becoming a major factor that sets it apart from the competition. In this article, Focus Partners’ Jason Blackwell explores these trends and the implications for investors.
Read the article -
May 06, 2025
Investment Lessons from Recent Market Volatility
April brought many twists and turns for markets. In this video, Focus Partners’ Kevin Grogan breaks down a whirlwind month, including what led to the market swings and some key lessons for investors.
Watch the video -
April 30, 2025
Market Perspectives: Q1 2025
What factors influenced the markets in the first quarter of 2025 and how could these developments impact investors?
Read the article