Equitable Advisors SoCal

Equitable Advisors SoCal Welcome to Equitable Advisors, LLC of Southern California, an established financial services leader h Equal Opportunity Employer – M/F/D/V.

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of any kind. They are not intended, and should not be relied upon, as investment, insurance or financial advice. Equitable Advisors and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

Orange County-based advisor, Natalie Rosenthal, recently held a build-your-own bouquet event for local teachers and facu...
06/02/2026

Orange County-based advisor, Natalie Rosenthal, recently held a build-your-own bouquet event for local teachers and faculty members in honor of Teacher Appreciation Week!

Equitable Advisors of Southern California is pleased to announce that Trevor Salisbury has joined our Irvine office!Trev...
05/29/2026

Equitable Advisors of Southern California is pleased to announce that Trevor Salisbury has joined our Irvine office!
Trevor has had a passion for finance from a young age, driven by a curiosity for financial markets and how smart financial decisions can shape futures and create opportunities. He earned his bachelor’s degree in finance from San Diego State University, where he built a strong foundation in financial principles and real-world application.
Now stepping into his professional career, Trevor is committed to helping individuals and families achieve their financial goals with confidence. He takes pride in providing thoughtful guidance, building lasting relationships, and empowering others to make informed financial decisions that support long-term success.
Welcome to the team, Trevor!

This Memorial Day, we pay tribute to the lives and legacies of those who made the ultimate sacrifice in serving our coun...
05/25/2026

This Memorial Day, we pay tribute to the lives and legacies of those who made the ultimate sacrifice in serving our country, and we honor their courage.
Wishing you and yours a peaceful Memorial Day

Equitable Advisors of Southern California is proud to announce that Aly Bruno has joined our Los Angeles office!Original...
05/22/2026

Equitable Advisors of Southern California is proud to announce that Aly Bruno has joined our Los Angeles office!
Originally from Cleveland, Ohio, Aly studied Motion Pictures and Sociology at the University of Miami before building a career in television and film.
After experiencing the financial unpredictability that often comes with creative work, Aly transitioned into financial services with a passion for helping individuals and families build long-term stability and confidence around money. She believes financial education should feel approachable, empowering, and personalized rather than overwhelming. Known for her warm, relationship-driven approach, Aly brings both creativity and practicality to her work with clients.
Welcome to the team, Aly!

Disruption is part of running a small business. Economic shifts, changing customer demands, and new technology are inevi...
05/20/2026

Disruption is part of running a small business. Economic shifts, changing customer demands, and new technology are inevitable. What sets resilient business owners apart is how prepared they are to respond and find the opportunity.
Many owners are fast-tracking growth plans despite uncertainty, and a key differentiator among those doing it successfully is working with a financial professional.
At Equitable Advisors, supporting small business owners has long been a priority. Whether it’s helping simplify retirement benefits, offering guidance through moments of growth, or providing resources designed with owners like you in mind, the goal is to meet business owners where they are and help make long term planning feel more approachable.

Pulled directly from EAMS

Equitable Advisors of Southern California is thrilled to announce that Luc Bretin has joined our San Diego office!Luc Br...
05/18/2026

Equitable Advisors of Southern California is thrilled to announce that Luc Bretin has joined our San Diego office!
Luc Bretin’s professional journey began with tutoring students while completing his education in Montana. Through tutoring, Luc discovered his passion for teaching and mentorship, leading him to pursue a career focused on guidance and meaningful impact.
Luc values helping people navigate important decisions with confidence and clarity. He believes effective guidance is rooted in listening, education, and trust, and he is committed to building lasting relationships that help clients move purposefully toward their goals.
Welcome to the team, Luc!

Equitable Advisors of Southern California is pleased to announce that Sam Frombgen has joined our Los Angeles office!Sam...
05/15/2026

Equitable Advisors of Southern California is pleased to announce that Sam Frombgen has joined our Los Angeles office!
Sam was born and raised in San Francisco and recently made the move to Los Angeles. He graduated cm laude from Skidmore College, where he studied Human Physiology and Economics.
Sam was drawn to financial services through his passion for markets and investing, his love of solving complex problems, and, most importantly, his desire to help people make confident, informed financial decisions. He believes the best client relationships are built on deep trust developed over a lifetime and is committed to being an advisor his clients can rely on through every major milestone.
Welcome to the team, Sam!

Mother's Day is an opportunity to honor all those who embody the spirit of motherhood in our lives. Moms enhance our wor...
05/10/2026

Mother's Day is an opportunity to honor all those who embody the spirit of motherhood in our lives. Moms enhance our world with their love, guidance, and unwavering support. It's the perfect time to let the mothers in your life know how much you value their care and wisdom.
For those who nurture, protect, and inspire us, our love extends beyond just one day. If you're remembering a special person today, may your heart be filled with joyful memories.
Wishing you a lovely Mother's Day!

Pulled directly from EAMS

Last month, top performers from Equitable Advisor’s Southern California branch joined their national colleagues at the P...
05/07/2026

Last month, top performers from Equitable Advisor’s Southern California branch joined their national colleagues at the Pinnacle Conference in Amsterdam! The top 50 advisors from across the country, as well as the Vice Presidents from the top three ranking branches, enjoyed exploring everything the city had to offer, and celebrating their hard-earned achievements.

Today, we celebrate Cinco de Mayo, a day that honors the vibrant culture and heritage of Mexico. It marks the anniversar...
05/05/2026

Today, we celebrate Cinco de Mayo, a day that honors the vibrant culture and heritage of Mexico. It marks the anniversary of the Battle of Puebla, where a small, determined Mexican army triumphed over a much larger French force in 1862.
Mexican culture is an integral part of the rich tapestry of Southern California, and we are proud to commemorate the resilient spirit of the country and her people.

Pulled directly from EAMS

Address

4370 La Jolla Village Drive, Ste. 400
San Diego, CA
92122

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5:15pm

Telephone

+16195578233

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