Office Locations

Corporate Headquarters
Washington, DC

Regional Offices
Los Angeles
New York
Portland
Rochester
Seattle

News & Events
JUL 14 2010 | Douglas Wolford Appointed President of Convergent Wealth Advisors Douglas Wolford has been named Convergent Wealth Advisors' new president.
JUN 09 2010 | Lori Van Dusen Ranked in Barron’s Top 100 Women Financial Advisors Barron's named Lori Van Dusen to its annual list of America's Top 100 Women Financial Advisors.
MAY 05 2010 | Sisi Tran Joins Convergent Wealth Advisors Sisi Tran joins Convergent Wealth Advisors to lead estate planning efforts.
APR 23 2010 | Two Convergent Advisors Ranked in Top 10 Barron's has named two Convergent advisors in the Top 10 of it's annual Top 100 Financial Advisors ranking.
APR 16 2010 | Convergent Quoted in NonProfit News Article Convergent's Ron Albahary and George Dunn share their thoughts on inflation and deflation with NonProfit News.
FEB 24 2010 | Convergent Ranked by Barron's Barron’s has named three Convergent advisors to its annual state-by-state ranking of the top 1,000 financial advisors in the nation.
JAN 20 2010 | Convergent Quoted in Worth Magazine Convergent's CEO, Steve Lockshin, and Chief Investment Strategist, John Workman, are quoted in Worth Magazine's “10 Planning Ideas to Discuss with Your Financial Advisor.” 
JAN 14 2010 | Convergent and NonProfit News Host Market Outlook 2010 Webinar Convergent Wealth Advisors presents its first in a series of webinars in partnership with NonProfit News on January 20, 2010.