Southern California

Mutual of Omaha Advisors

We are proud to be making a difference in the lives of others throughout California and Nevada.

Our advisors are helping to make a difference in the lives of others and maintain the highest standards of professionalism and service to our customers. We begin by taking our customers through a process of discovery in several key areas. Only then, with the knowledge and understanding of the customer’s wants and needs, do our advisors recommend a suitable strategy.

If you want to make a difference in the lives of others in a meaningful career, we encourage you call your local office or visit

Check the background of this investment professional on FINRA BrokerCheck.

Office Locations

Main Division Office

11835 West Olympic Blvd. Suite 850 Los Angeles , CA 90064


3633 Inland Empire Blvd Suite 280 Ontario , CA 91764

San Diego

1011 Camino del Rio South Suite 510 San Diego , CA 92108


1 Park Plaza Suite 720 Irvine , CA 92614

Our Team

    Louis Richards

    Recruiting Manager

    Jeff Clemons

    Managing Director

    Vito Roberto

    Sales Director

    • CLF®
    • LUTCF®

    Max Effatian

    Sales Director

Our History

Listening to our customers for more than 100 years

The key to our longevity is simple.

You see, as a mutual company, we're owned by our policyholders. Which means we've been able to focus on listening to our customers, not Wall Street. It's a singular commitment that has drawn people to Mutual of Omaha for generations.

View Our Story
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