About
Events
Directory
Online Access
Private Clients
Corporate Clients
Products & Services
Traditional Investments
Alternative Investments
Fee-Based Financial Planning
Insurance
Individual Retirement Planning
Borrowing
Go Platinum
Wineries
Connect
Contact
Our Locations
Call: 855-663-9584
Careers
Advisor Opportunities
Team Member Opportunities
Follow Us
Blog
Podcast
Advisor Log In
ONE Wealth Directory
Executive Management Team
Investment Advisory Team
Financial Professionals
Financial Analyst Team
Client Services Team
Supervisory Team
Preferred Partner Firms
Executive Management Team
Jeremy Dicker
Founder & Chief Executive Officer
(310) 899-3100
jeremy@onewealthmgmt.com
Marium Sohail
Chief Operating Officer and Head of Teams
(310) 899-3162
msohail@onewealthmgmt.com
Peter Hoopis
CLU®, ChFC®, CLF®
President & Chief Compliance Officer
(312) 483-1091
phoopis@onewealthmgmt.com
Schedule a Meeting
Investment Advisory Team
Jeremy Dicker
Founder & Chief Executive Officer
(310) 899-3100
jeremy@onewealthmgmt.com
Ryan Cleary
Chief Investment Officer, Portfolio Manager
(310) 899-3170
rcleary@onewealthmgmt.com
Brandon Tesar
Director of Investment Operations & Financial Planning
(310) 899-3142
btesar@onewealthmgmt.com
Thomas Hughes
Controller & Senior Financial Analyst
(310) 899-3129
thughes@onewealthmgmt.com
Peter Hoopis
CLU®, ChFC®, CLF®
President & Chief Compliance Officer
(312) 483-1091
phoopis@onewealthmgmt.com
Schedule a Meeting
Financial Professionals
Jeremy Dicker
Founder & Chief Executive Officer
(310) 899-3100
jeremy@onewealthmgmt.com
Peter Hoopis
CLU®, ChFC®, CLF®
President & Chief Compliance Officer
(312) 483-1091
phoopis@onewealthmgmt.com
TJ Pearce,
CFP®, RICP®
Senior Vice President
(312) 210-9110
tjpearce@onewealthmgmt.com
David Tuason
Senior Vice President & Director of Insurance & Competitive Analytics
(310) 899-3180
dtuason@onewealthmgmt.com
Schedule a Meeting
Financial Analyst Team
Ryan Cleary
Chief Investment Officer, Portfolio Manager
(310) 899-3170
rcleary@onewealthmgmt.com
Thomas Hughes
Controller & Senior Financial Analyst
(310) 899-3129
thughes@onewealthmgmt.com
Brandon Tesar
Director of Investment Operations & Financial Planning
(310) 899-3142
btesar@onewealthmgmt.com
David Tuason
Senior Vice President & Director of Insurance & Competitive Analytics.
(310) 899-3180
dtuason@onewealthmgmt.com
Schedule a Meeting
Client Services Team
Jasmine Medina
Insurance and Client Service Specialist
(310) 899-3189
jmedina@onewealthmgmt.com
Melissa Hoopis
Director of Business Development & Special Events Coordinator
(312) 483-1092
mhoopis@onewealthmgmt.com
Diana Espinoza
Policy Owner Services Associate
(310) 899-3140
despinoza@onewealthmgmt.com
Schedule a Meeting
Supervisory Team
Peter Hoopis
CLU®, ChFC®, CLF®
President & Chief Compliance Officer
(312) 483-1091
phoopis@onewealthmgmt.com
Marium Sohail
Chief Operating Officer and Head of Teams
(310) 899-3162
msohail@onewealthmgmt.com
Schedule a Meeting
Preferred Partner Firms
Robert Hoopis
Hoopis Funding, LLC
Premium Finance and Specialized Lending
Robert@hoopisfunding.com
(847) 471-4714
Travis Hart
(408) 392-7808
Kelly Kidwell
(909) 399-1100
Eric McDermott
(909) 399-1100
Matt Shipman
(949) 486-8333
Misty Weltzien
(949) 486-8306
Advisor Log In
Schedule a Meeting
Please select a category below.
Career Opportunity
Peter Hoopis
Marium Sohail
Melissa Hoopis
Current Client Review
David Tuason
Jeremy Dicker
Peter Hoopis
TJ Pearce
Melissa Hoopis
Personal Insurance Analysis and Review
David Tuason
Jeremy Dicker
Peter Hoopis
TJ Pearce
Melissa Hoopis
Initial Retirement Planning Discussion
David Tuason
Jeremy Dicker
Peter Hoopis
TJ Pearce
Melissa Hoopis
Initial Wealth Management Consultation
David Tuason
Jeremy Dicker
Peter Hoopis
TJ Pearce
Melissa Hoopis
Introductory Financial Planning Discussion
David Tuason
Jeremy Dicker
Peter Hoopis
TJ Pearce
Melissa Hoopis
Billing or Customer Service Related
Marium Sohail
Brandon Tesar
Jasmine Medina
Thomas Hughes
Online Access Issues
Brandon Tesar
Just to Chat
David Tuason
Jeremy Dicker
Peter Hoopis
TJ Pearce
Melissa Hoopis
Investment Portfolio Review
Ryan Cleary
Brandon Tesar
Thomas Hughes
Melissa Hoopis
