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Financial Advisors
100 North Westlake Boulevard
Westlake Village, CA 91362
Westlake Village, CA 91362
tel: 805-497-0881
toll free: 800-654-5954
fax: 805-494-0231
toll free: 800-654-5954
fax: 805-494-0231
l-r Joel, Paul, Pam, and Jason
Group Details
Paul Artof, CFP®
First Vice President - Wealth Management
Senior Portfolio Manager
Investment Management Specialist / Financial Advisor
Senior Portfolio Manager
Investment Management Specialist / Financial Advisor
tel: 805-494-0245
toll free: 800-654-5954 ext. 245
fax: 805-494-0231
Professional Details
- Certified Financial Planner
- Series 1, 3, 63, 65 Licensed
Life & Health Insurance - Bachelors Degree
- Worked in the Industry since 1973
Worked with Smith Barney since 1982
Paul Artof, CFP® is licensed in the following state(s): AK, AL, AZ, CA, CO, FL, HI, IA, IL, IN, MA, MD, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TX, VA, WA, WY
Joel T. Chitiea
First Vice President - Wealth Management
Senior Portfolio Manager
Investment Management Specialist /
Financial Advisor
Senior Portfolio Manager
Investment Management Specialist /
Financial Advisor
tel: 805-494-0250
toll free: 800-654-5954 ext. 250
fax: 805-494-0231
Professional Details
- Bachelors Degree - Finance & Business Administration
USC - 29 Years with Smith Barney Including Managing Beverly Hills & Westlake Village Offices
- Series 3, 5, 7, 8, 63, 65 & Life and Long Term Care Insurance Licensed
- Interests Include Motorcycles, Golf, and Gardening
- 15 Years Resident of Thousand Oaks
- Worked in the Industry since 1980
Worked with Smith Barney since 1980
Joel T. Chitiea is licensed in the following state(s): AK, AL, AZ, CA, CO, CT, FL, HI, IA, IL, IN, MA, MD, MT, NC, NE, NJ, NV, NY, OH, OR, PA, TX, VA, WA, WY
Jason Artof, CFP®
Second Vice President - Wealth Management
Financial Advisor
Financial Advisor
tel: 805-494-0236
toll free: 800-654-5954
fax: 805-494-0231
Professional Details
- Master of Science, 1998
Stanford University - Bachelor of Science, 1997
UC Irvine - Series 7, 63, 66 and Life & Long Term Care Insurance Licensed
- Del Rey Yacht Club
Member
Jason Artof, CFP® is licensed in the following state(s): AK, AL, AZ, CA, CO, FL, HI, IA, IL, IN, MA, MD, MT, NC, NE, NJ, NV, NY, OH, OK, OR, PA, TX, VA, WA, WY
Pamela M. Kershaw
Client Service Assistant
tel: 805-494-0246
fax: 805-494-0231
Professional Details
- Communications Major
Pepperdine University - 3 Years Design School
Adult Education - Interests: Travel, Decorating, Gardening, Reading
- 9 Years Experience Working with Children in Elementary School
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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