Jeffrey Bjornson

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Jeffrey Bjornson

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Senior Vice President, Advanced Wealth Planning

Los Angeles, CA

Committed to designing sophisticated planning solutions that bring clarity to complex financial decisions.

Professional Summary

With more than two decades of experience, he partners with advisors and clients to address advanced strategies involving retirement, business transitions, and multi-generational wealth transfer. He thrives in collaborative environments, leveraging deep technical expertise to deliver thoughtful solutions.

Previous Work Highlights

Most recently served as Senior Consultant in the Advanced Planning Group at Cetera Financial Group, advising financial advisors nationwide on wealth transfer, retirement, business succession, and advanced insurance strategies. Previously, he held leadership roles including Vice President of Operations and Technology at Alpine Private Capital and Director of Financial Planning and Alternative Investments at HD Vest Financial Services.

Personal Facts

Outside of work, he enjoys live music and performances, spending time outdoors, and staying active through golf and pickleball. He also enjoys taking long walks with his wife, Jena, and their dog, Sweety.

Education & Certifications

B.B.A., Banking and Finance, Mississippi State University; M.S., Data Analytics, Maryville University of St. Louis

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Aaron Love, CFP®

Vice President, Client Relationship Manager

Professional Focus

Along with his genuine curiosity and passion for helping others, his customer service experience and education in the financial services industry has prepared him to best serve clients.

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Adam Castillo

Vice President, Client Relationship Manager, Team Lead

Professional Focus

As part of the Private Client Services team, Adam helps onboard clients and supports account maintenance and money movement.

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Adam Osterling, CFP^®

Vice President, Wealth Advisor

Professional Focus

Adam brings a wealth of knowledge in the financial sector, proactively assisting clients by helping create, present, implement, and monitor their comprehensive financial plans.

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Adrianne Erickson

Vice President, Client Relationship Manager

Professional Focus

Works with advisors to provide exceptional service, from new client onboarding to alternative investment requests.

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Al Mathews, CFP^®

Director, Senior Wealth Advisor

Professional Focus

Al’s client-first attitude has always been his priority, in addition to delivering personalized financial advice and solutions enhanced by Lido’s family office style and in-house capabilities. His goal is to always provide fiercely independent analysis and advice.

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Alek Christensen

Vice President, Client Relationship Manager

Professional Focus

Alek approaches wealth management as both an analytical discipline and a people-driven process, blending market insight with clear, practical communication. He enjoys helping clients understand not just what to do, but why it matters, so they can move forward with confidence.

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Alex Angulo

Paraplanner, Advanced Wealth Planning

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Alex Kob

Senior Managing Director, Senior Wealth Manager, Market Lead

Professional Focus

Works with clients to explore opportunities to diversify their assets and use leverage and customization to pursue their objectives.

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Alexandra Browne

Senior Managing Director, Chief Development Officer

Professional Focus

Tenacity, knowledge, analytical skills, and passion for people have made her a culture leader and driving force behind creating an industry-leading team of advisors.

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Jeffrey Bjornson