Broker Check

California
2444 Wilshire Boulevard
Suite 303
Santa Monica, CA 90403
(310) 315-9400

Oklahoma
10900 Hefner Pointe Drive
Suite 502
Oklahoma City, OK 73120
(405) 286-3623

Hawaii
140 Ho'ohana Street
Suite 320 
Kahului, HI 96732
(808) 871-7800 

 

Team

Our mission is to help our clients make sound financial decisions for their future through personal integrity, client education and outstanding service.

Meet the Westside Investment Management Team

Todd Clark and James Frawley, owners of Westside Investment Management, Inc. began working together in 1997. In 2001 they formed a formal partnership at American Express and created one of the largest individual franchises in Southern California. In early 2004 they transferred their practice to LPL Financial, one of the nation’s leading independent brokerage firm.* LPL Financial is a member of the Securities Investor Protection Corporation (SIPC). Unlike most major Wall Street firms, LPL Financial does not offer their own investment products so they are unbiased in their research and outlook.

It was on this platform that Westside Investment Management, Inc. was created to serve the needs of clients seeking independent advice and guidance. Many of our clients have worked with one of our partners since 1992. Because of our  track record and strong client commitment, we continue to grow our business on a strictly referral basis.

* As reported in Financial Planning magazine 1996-2015, based on total revenues.

 

James Frawley, ChFC®

Co-Founder

LPL Branch Manager Santa Monica OfficeIndependent Financial AdvisorCA Insurance License # 0C02255 James Frawley is a Co-Founder of Westside Investment Management, Inc.. Since 1997 he has assisted clients with their financial goals with...

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Todd Clark

Co-Founder

LPL Branch Manager Oklahoma City OfficeIndependent Financial AdvisorCA Insurance License # 0A94568 Todd Clark is a founding Partner of Westside Investment Management. Todd began his career in Los Angeles in 1992 with American...

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Mark L. Cohen

Partner

Financial ConsultantCA Insurance License # 0696404 Mark Cohen has been a financial advisor since 1986. He developed an investment philosophy and discipline early in his professional career which has resulted in a consistent methodology...

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Adam Scott, CFP®

Partner

MY STORY When I was eight, growing up in England, my father taught me his first golden rule of investing: "A diversified portfolio must have at least eight stocks". Four years later, he invested his entire life savings in one "sure...

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Vetea Ribet

Partner

CA Insurance License # 0C02255 Vetea Ribet is a native of the island of Tahiti, in French Polynesia. After graduating from high-school in Tahiti in 1997, he decided to pursue higher education in Los Angeles, California. Vetea graduated...

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Sienna Yoshida

Partner

Sienna joins Westside Investment Management with over 15 years of experience in the financial services industry. She began her career as a Financial Advisor with Morgan Stanley in 1998. Over the last decade, she has worked for two of...

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Jim Obrien, ChFC®

Partner

Jim O'Brien is a Partner of Westside Investment Management, Inc. He attended the University of New Hampshire - Peter T. Paul College of Business. He began in the financial services industry in 1997, striving to assist his clients in...

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Sky B. Rylant

Partner

Sky Rylant began his career in the financial industry in 2004 with New York Life/NYLIFE Securities. In 2007, he joined T.S. Phillips as a financial adviser, servicing the north-central Bancfirst branches. In 2008, he joined Ameriprise...

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Abe Cornish

Partner

Abe brings over 20 years of experience in the financial services industry, having begun his career as a Financial Advisor in 1993 with Smith Barney, in Oklahoma City. In 2003, Abe moved his practice to Merrill Lynch, serving as...

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Becky Roberts

Client Services Manager

Becky joined our firm in January 2014. A native of Tulsa, Oklahoma, she moved to Oklahoma City in May of 2013. Before joining Westside Investment Management, Becky worked with an Investment Advisory firm for 19 years that has a...

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Billy Luu

Client Services Specialist

CA Insurance License # 0G79816 Billy Luu joined Westside Investment Management, Inc. in September of 2006 to provide financial service assistance and insurance related support. He interacts with and serves our clients as he gathers...

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Chris Callahan

Client Services Manager

Chris grew up in the South Bay of Los Angeles county. He was involved in the community, played soccer, and ran track. He chose to pursue his studies at the University of California at Davis. He stayed active in the fraternal community,...

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Cecilia Sibley

Compliance Officer

Cecilia has been a financial professional for over 15 years having performed roles in Trading, Sales, Compliance and Operations. Cecilia has worked in various prestigious firms such as Wilshire Associates, Jefferies and Company and...

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Gena Zablan

Client Services Manager

Gena joined Westside Investment Management in August 2014. Originally from Honolulu, she attended Sacred Hearts Academy, then studied at Whitworth University in Spokane, WA. She earned a Bachelor's of Arts degree in Sports Medicine.....

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