Comprehensive Financial Strategies

About Us

The partnership between our team and City National Rochdale offers an exceptional blend of personalized financial advice and investment management proficiency. City National Rochdale boasts an investment team that includes investment advisors and portfolio managers, with more than 80% of them holding the Chartered Financial Analyst (CFA) designation. The collaboration enables clients to benefit from comprehensive financial solutions, tailored to their specific needs.

Investment Team

Tom Galvin

Chief Investment Officer

Charles Luke, CFA

Managing Director

Paul Single

Managing Director

Senior Investment Consultant

Ed Pope

Portfolio Management Team

Poul-Erik Olsen, CFA, CPWA®

Managing Director, Senior Portfolio Manager

Lindsey Cook, CFA, CPWA®

Senior Portfolio Manager

Adam Izaac, CFA, CPWA®

Portfolio Manager

Comprehensive Financial Strategies is not affiliated with City National Rochdale, LLC. 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. All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met. City National Rochdale, LLC, is a Registered Investment Advisor and a wholly-owned subsidiary of City National Bank. Registration as an investment adviser does not imply any level of skill or expertise. Check the background of registered investment professionals on FINRA's BROKERCHECK: Securities and Advisory Services offered through American Independent Securities Group a Registered Investment Advisor, and Member FINRA /SIPC. Comprehensive Financial Strategies, City National Rochdale, LLC and American Independent Securities Group are separate entities.

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