Glendale Office
3430 Ocean View Blvd.
Suite E
Glendale, CA 91208
(818) 248-2999
(800) 841-0717
Fax: (818) 248-9315
Glendora Office
216 N. Glendora Ave.
Suite 203B
Glendora, CA 91741
(626) 771-2927
(800) 841-0717
Fax: (626) 771-2957

Who We Are

The CWM family is a team of professionals dedicated to helping you reach your financial dreams with more confidence and assurance; all delivered with excellent, proactive service from our team.

Founders

PatrickEganPatrick Egan, CFP®  Financial Advisor

Patrick is co-founder of Coordinated Wealth Management.  He is a graduate of the University of California Los Angeles with a B.A. in Business-Economics.  For the past eighteen years, Patrick has been a licensed series 7 securities broker, securities principal, investment advisor representative, licensed and practicing tax preparer and later an insurance agent.

Six of those years included invaluable experience as a compliance officer for Western International Securities.  He specializes in investment and insurance strategies and products and brings comprehensive financial knowledge to the firm as a Certified Financial Planner (CFP®).

Patrick’s interests include: reading, traveling, pistol- and skeet- shooting, biking, hiking, golfing and, most of all, sailing.

Mauro D'AmicoMauro D’Amico, EA  Financial Advisor

Born in Rome, Italy, later raised in Canada, Mauro graduated with a Bachelor of Science degree from the University of Toronto, and later received a Business Administration degree from York University.  He then received his Chartered Professional Accountant certification in 1984.  He went on to earn the Enrolled Agent designation which is a National license for tax specialization and later an investment advisor representative, series 6 securities broker licensee and insurance agent.  Moving to California in 1991 with a growing family, he purchased an existing accounting and tax practice then becoming Mauro D’Amico, Inc.

In 2003, at the urging of a friend, Mauro began offering financial services to complement his accounting and tax practice which later evolved into Coordinated Wealth Management, LLC. Mauro believes that by integrating income and estate tax planning with investments, insurance and financial planning, clients can more confidently reach their retirement goals.

Mauro and his wife Marlene have three wonderful children and one granddaughter. Mauro’s passions include: spending time with family and friends, playing golf, fine dining, travel, spending time near water and reading.

John EganJohn Egan, CFP® Financial Advisor

John is one of three founders of Coordinated Wealth Management.  For nearly twenty-five years he has been helping investors make smart choices about their money. His passion is to assist his clients in reaching their financial goals

– no matter what life brings. He has taught hundreds of classes on retirement and investing at local colleges and corporations. As a comprehensive financial planner, he chose to specialize in the issues facing retirees and those nearing retirement.

His credentials and licenses include: Certified Financial Planner™ (CFP ®), Certified IRA Specialist, series 7 securities broker, investment advisor representative, licensed tax preparer and insurance agent.

John is a long-time resident of Glendora with his wife Mary and their three daughters Julie, Carrie and Katie. His favorite hobby?  Spending time with his four beautiful girls!

Team Members

NiekeNieke Triharsono, Financial Advisor & Director of Operations

Nieke was born in Jakarta, Indonesia. She holds a bachelor’s degree in Economics, majoring in Accounting, with an emphasis in Capital Markets. She is a licensed Series 7 Securities Broker, Investment Advisor Representative and Life & Health Insurance Agent. She has been instrumental as Operations Administrator of the Glendale and Glendora offices since 2007.

She takes a holistic approach to clients’ well-being by considering the four major areas of personal finance. She provides comprehensive financial planning by merging clients’ retirement needs with specialized investment, insurance, tax and estate planning.

Nieke enjoys travelling, reading and spending time biking on the beach with her husband Rinaldo, daughter Abby and Lyo their Terrier.

 

Spencer-MillerSpencer Miller,  Financial Advisor

Spencer is a graduate of the University of California San Diego with a B.A. in Philosophy with a minor in Economics.  He began his financial career in 2005 and has developed significant knowledge in the integration of the key areas of tax, investment, insurance and estate planning which leads to greater retirement and estate-distribution success.  He is a series 7 licensed securities broker, investment advisor representative, insurance agent and currently studying to obtain the CFP® designation.

Spencer’s interests include music, golf, traveling, photography, politics & philanthropy.  He is currently serving on the board of directors for non-profit Girls in Power and previously on the board of directors for Beyond Shelter (currently called PATH), a non- profit advocacy group for the homeless.

 

Check the background of this investment professional on FINRA’s BrokerCheck