Welcome to KWB & Associates - About Our Managers

KWB & Associates, Inc. Wealth Managers Group, call toll-free (800) 478-8934, or local (909) 307-8220

No matter which KWB Wealth Manager you work with, you’ll enjoy the same commitment to client education and service. All our Wealth Managers specialize in long-term investing with the goal of helping you achieve financial freedom. You’ll sit down with your Wealth Manager one-on-one to discuss your financial goals. After your Wealth Manager becomes familiar with your requirements, desires and dreams, you will work together to create a strategy for attaining them - a strategy with built-in flexibility to overcome inevitable challenges along the way.

		*Kerrick W. Bubb* kerry@kwbwealthmanagers.com
		• • • • • • • • •	Master’s Degree in Business Administration Bachelor’s Degree in Industrial Engineering Investment Advisor Representative with LPL General Securities Registered Principal with LPL Series 7, 24, 51, 63 and 65 licensed through LPL Licensed Life and Variable Annuity Agent – Insurance License No. 0732669 Southern California Edison (SCE) Financial Workshop Presenter since 1989 SCE Diamond Club Guest Speaker, October 1995 Manager of the SCE Federal Credit Union Financial Services Program since 1995

		*Robert J. Bullock* bob@kwbwealthmanagers.com
		• • • • • •	Bachelor’s Degree in Finance, Concentration in Investments Investment Advisor Representative with LPL General Securities Registered Representative with LPL Series 7, 24 and 63 licensed through LPL Licensed Life Agent and Variable Annuity Agent – Insurance License No. 0826733 Previously a Financial Consultant in the Merrill Lynch Private Client Group

		*J. Jeffrey Marvin* jeff@kwbwealthmanagers.com
		• • • • •	Bachelor’s Degree in Business Administration Investment Advisor Representative with LPL General Securities Registered Representative with LPL Series 6, 7, 24, 63 and 65 licensed through LPL Licensed Life and Variable Annuity Agent – Insurance License No. 0C26706

		*J. Dallas McKinnon, CFP®* dallas@kwbwealthmanagers.com
		• • • • • • •	Dallas is a CERTIFIED FINANCIAL PLANNER™ professional Bachelor’s Degree in Japanese/Business Administration Investment Advisor Representative with LPL General Securities Registered Representative with LPL Series 7, 63 and 65 licensed through LPL Licensed Life and Variable Annuity Agent – Insurance License No. 0A27952 Previously Senior Vice President and Senior Financial Advisor with Wells Fargo Private Client Services

		*Diana L. Fryer* diana@kwbwealthmanagers.com
		• • • • •	Bachelor’s Degree in Business Administration, emphasis in Management Investment Advisor Representative with LPL General Securities Registered Representative with LPL Series 7 and 66 licensed through LPL Licensed Life and Variable Annuity Agent – Insurance License No. 0F45729

Securities and Insurance Products offered through LPL Financial and it's affiliates, Member FINRA/SIPC
Insurance products offered through Private Ledger Insurance Services of California, Inc.

Not FDIC Insured	No Bank Guarantee		May Lose Value
Not a Deposit		Not Insured by any Federal Government Agency

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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