Broker Check

Our Team

E. Martin von Känel, CFP

Founding Partner, CEO

E. Martin von Känel, CFP is the founding member of Patriot Wealth Management. A graduate of the University of California at Los Angeles in 1985 with a degree in Economics and the designation of Certified Financial Planner from the...

Read more

Monica Herrera

Director of Operations

Monica Herrera - Director of Operations of Patriot Wealth Management. A graduate of California State University, Long Beach in 1992 with a degree in Finance and a minor in Spanish. Monica has over 25 years of experience in the financial

Read more

Elizabeth Martinez

LPL Financial Advisor

310-530-7579

liz.martinez@lpl.com

Elizabeth is a LPL Financial Advisor that services clients throughout the South Bay and L.A. area. During her ongoing experience in the personal financial planning industry, she strives to positively impact the lives of her existing...

Read more

Carly M. Jeavons

Client Services Associate

(310) 530-7579

carly.jeavons@lpl.com

Carly joined Patriot Wealth Management in in 2019 and she is responsible for creating and implementing Patriot Wealth Management developments, in order to deliver all clients with top personal experience. She also focuses on marketing...

Read more