Company Directory - 2021 Financial Advisors Maurice I. Clein Principal 949-851-2280 ext. 206 949-851-2258 mclein@libertycapitalmgt.com Raoul H. Dubery Financial Advisor 949-724-8848 ext. 230 949-724-8805 rdubery@libertycapitalmgt.com Christopher F. Kelly, CFP, ChFC, CLU, CPFA, MBA Financial Advisor 949-724-8848 ext. 203 949-724-8805 ckelly@libertycapitalmgt.com Ronald S. Latin, CFP® Principal 949-724-8848 ext. 216 949-724-8805 rlatin@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 Craig M. Truman, ChFC, CLU Principal 949-724-8848 ext 212 949-724-8805 ctruman@libertycapitalmgt.com Support and Administrative Staff Julie A. Caballero Client Service Manager 949-724-8848 ext. 221 949-724-8805 jcaballero@libertycapitalmgt.com Hirschy H. Clein Client Service Manager 949-851-2280 ext. 213 949-851-2258 hclein@libertycapitalmgt.com Mariza G. Limbo Client Service Manager 949-851-2280 ext. 223 949-851-2258 mlimbo@libertycapitalmgt.com Sol Morgan Director of Client Experience 949-724-8848 ext. 229 949-724-8805 smorgan@libertycapitalmgt.com Amy S. Nguyen Client Service Manager (949)-851-2280 ext. 223 (949)-851-2258 anguyen@libertycapitalmgt.com Maria Ortiz Client Services Manager 949-724-8848 ext. 228 949-724-8805 mortiz@libertycapitalmgt.com Bethany A. Pittenger Client Service Manager 949-724-8848 ext 224 949-724-8805 bpittenger@libertycapitalmgt.com Maria Iniguez-Popp Receptionist & Office Administrator 949-724-8848 ext 200 949-724-8805 mpopp@libertycapitalmgt.com Dustin S. Truman Data Entry Specialist & Client Services Manager 949-724-8848 ext 225 949-724-8805 dtruman@libertycapitalmgt.com
