Meet Our Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Mark L. Sherin, CFP^®, CLU^®, CBEC^®

Partner

(818) 540-6946

(818) 540-6971

mark.sherin@osaicfa.com

Mark specializes in providing Estate Planning solutions to the affluent market. His expertise is in wealth transition analysis, specifically in the financial aspects of estate and business transfer planning for the high net worth...

Mel B. Bannon, CLU®, ChFC®, RFC, CBEC®

Partner

(818) 540-6950

(818) 540-6971

Mel.Bannon@osaicfa.com

Mel is the founding senior advisor and Partner for WCP Private Wealth Advisors. He entered the financial services industry in 1971, following a professional baseball career with the Minnesota Twins. With 40+ years of experience in the...

Richard A. Smith

Partner

(818) 540-6944

(818) 540-6971

Richard.Smith@osaicfa.com

Rich is a partner with WCP Private Wealth Advisors in Westlake Village, CA. He has been working with the owners of privately held companies, successful business executives, and wealthy retirees for over 25 years. As a practitioner, his...

Zach L. Sherin

Financial Advisor

(805) 428-6250

zach.sherin@osaicfa.com

Zach, Mark's son, is the newest member of WCP. He brings a proven history of client support and successful execution of strategic plans gained through his four years at Deloitte Consulting and the Boston Consulting Group.Zach graduated...