Company Directory

Christopher F. Kelly, CFP, ChFC, CLU, CPFA, MBA

Financial Advisor

949-724-8848 ext. 203

949-724-8805

ckelly@libertycapitalmgt.com

John J. Lewis

Registered Advisor

949-724-8848 ext 201

949-724-8805

jlewis@libertycapitalmgt.com

Thomas E. Raguse, MBA

Registered Advisor

949-724-8848 ext. 215

949-724-8805

traguse@libertycapitalmgt.com

Jonathan Rob Royal, CFP® CKA®

Financial Advisor

949-724-8848 ext 210

949-724-8805

rroyal@libertycapitalmgt.com

Sol Morgan

Director of Client Experience

949-724-8848 ext. 229

949-724-8805

smorgan@libertycapitalmgt.com

Bethany A. Pittenger

Client Service Manager

949-724-8848 ext 224

949-724-8805

bpittenger@libertycapitalmgt.com

Janice Manzano

Client Service Manager

949-724-8848 x247

949-724-8805

jmanzano@libertycapitalmgt.com

Candy Lutz

Client Service Manager

949-724-8848 x226

949-724-8805

candyl@liberycapitalmgt.com

Karina Nummedal

Client Service Manager

949-724-8848 x204

949-724-8805

knummedal@libertycapitalmgt.com

Veronica Soto

Client Service Manager

949-724-8848 x219

949-724-8805

vsoto@libertycapitalmgt.com

Michael Malervy

Client Service Manager

949-724-8848 x228

949-724-8805

mmalervy@libertycapitalmgt.com