Welcome to Wealth and Investment Services

City National Rochdale and LPL Financial are not affiliated.


Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. Past performance is not a guarantee of future results. Although the information has been gathered from sources believed to be reliable, it cannot be guaranteed. This material contains forward looking statements and projections. There are no guarantees that these results will be achieved. This material is for informational purposes only. It is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any specific security.

This material has been provided for general informational purposes only and is not intended to be a substitute for specific individualized tax or legal advice. Neither LPL Financial, nor its registered representatives, offer tax or legal advice. We recommend you consult with your own tax or legal counsel for advice regarding your specific situation.

About Us

wealth management

In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that grows with you over the years. With over 30 years experience in the financial industry, we are dedicated to assisting you with your greatest financial plans.



Integrity in the world of wealth management boils down to a commitment to do what’s best for clients, no matter what.


Transparency is mandatory in order to address matters of interpersonal trust. It is impossible to put a value on trustworthiness.

Financial Knowledge

With that experience comes knowledge, which is vital to the wealth management process.

Team of Financial Professionals

Finding a good wealth manager is important. More important is finding a good wealth manager who’s part of an incredible team of financial professionals.

Services We Provide

Wealth Planning
Investment Strategies

Economic and Financial Indicators

Indicators Are Forward-Looking Six to Nine Months

Important Disclosures

The information presented does not involve the rendering of personalized investment, financial, legal or tax advice. This presentation is not an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities mentioned herein.

Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results and are based primarily upon a hypothetical set of assumptions applied to certain historical financial information. Certain information has been provided by third-party sources and, although believed to be reliable, it has not been independently verified and its accuracy or completeness cannot be guaranteed.

Any opinions, projections, forecasts, and forward-looking statements presented herein are valid as of the date of this document and are subject to change.

The indicators reflect forecasts of a 3 to 6 month time horizon. The colors of each indicator, as well as the direction of the arrows represent our positive/negative/neutral view for each indicator. Thus, arrows directed towards the (+) sign represents a positive view which in turn makes it green. Arrows directed towards the (-) sign represents a negative view which in turn makes it red. Arrows that land in the  middle of the indicator, in line with the (0), represents a neutral view which in turn makes it yellow. All of these indicators combined affect City National Rochdale’s overall outlook of the economy.


City National Rochdale and RBC/City National are not affiliated with LPL