Bob Donaldson, CHFC®
AGW Founder & Managing Principal
Robert “Bob” Donaldson is founder and managing principal of Advisory Group West, an independent wealth management firm. Since 1977, Bob has been assisting California residents to strategically plan for and protect their...
Arleta Hacopian, FPQP™
Financial Paraplanner Qualified Professional™, Client Relations Manager
Arleta Hacopian has been an excellent client relations manager with the firm since 2002. She’s in charge of our clients’ financial services; making certain our clients’ needs are handled promptly and meticulously. In...
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Derek McLaughlin, CFP®
Associate Planner
Derek McLaughlin brings a wealth of knowledge to the AGW team with more than 20 years of experience in the financial services industry. Currently holding the position of Associate Planner, Derek assists Bob & our clients in all matters...