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  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Team

Jeffrey Haskell headshot

JEFFREY HASKELL

LPL Registered Principal & Financial Advisor

ASHLEY MCCALL

Client Service Associate

Raymond Bell

Advanced Insurance Consultant

Amber Kodad MBA, CFP®

Director, Advisor Resource Center

Megan Wilsey CFP®, CPA

Financial Planner

Kathleen Talamayan

Paraplanner

Brian Foley CFP®

Trading Department Manager
& Research Coordinator

William Tangog

Research Associate
& Trading Assistant

Office

41990 Cook Street Suite J-901
Palm Desert CA 92211

Contact Info

P | 760-770-4300
E | jeffrey@haskellwm.com

 

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The financial consultants at Haskell Wealth Management are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. Haskell Wealth Management and WCG Wealth Advisors, LLCare separate entities from LPL Financial.

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