Our Team

Our Team

About Us
Powell Financial Group began over a quarter of a century ago with the express purpose of assisting clients in the identification of their dreams and the formation of an estate and/or retirement plan. We assist our clients in charting their financial course and are able to respond to the needs and concerns that naturally arise along the way. Entering the uncharted financial world of the next century is an exciting and great challenge. We look forward to taking the journey with you.

Our Commitment
Our staff consists of experienced professionals with a hands-on-approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about your dreams. As your financial professionals, we will continually remind you of the importance of maintaining a disciplined approach to realizing your goals.

David W. Powell, CFP®, CRC®

Wealth Manager

As the founder and principal advisor of Powell Financial Group, David has been a wealth manager for more than a quarter of a century. David works with clients to develop sound investment strategies that come from in-depth discussions and the ability to form a clear understanding of the unique hopes, dreams, and aspirations of his clients. These discussions synthesize in the formation of an extensive estate, tax, insurance, and/or retirement plan that is molded to each client's investment tolerance and objectives. David is committed to the strengthening of his client's positions through managing diversified portfolios, ongoing monitoring of accounts, and consistent client contact.

Designations and registrations:

CERTIFIED FINANCIAL PLANNERTM (CFP®)
CERTIFIED RETIREMENT COUNSELOR® (CRC®)
FINRA Series 7, 24, and 63 securities registrations
Licensed Life and Disability

David graduated from San Diego State University's School of Business. He went on to establish his own financial consulting firm, which just celebrated more than 25 years in business. David works with his clients by sponsoring Giving Back to the Community Days throughout the year. Together they help to build new homes with Habitat for Humanity and provide needed supplies and teamwork to support My Stuff Bags, a local charity that helps foster children. He serves on numerous committees for his church, supports WeCANN (Working to Eliminate Child Abuse and Neglect), and is a member of the Ventura County Rose Society. He resides in Westlake Village, California, with his wife, Erin, and their four teenagers, three of whom attend their local high school while the oldest attends college. David enjoys golf, photography, growing roses, travel, and scuba diving.

Leaders Level
 


David Powell is proud to have been recognized as a Leaders Level advisor for 2017—a distinction based on annual production attained by just 7 percent of advisors affiliated with Commonwealth Financial Network®. Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Gustavo R. Zarate, CFP®

Financial Advisor

Gustavo provides objective and comprehensive financial guidance to small business owners, individuals, and their families. He understands the intricacies that can be involved in the areas of retirement/income planning, risk management, estate planning, and tax planning. Through extensive dialogue, Gustavo helps his clients identify what is most important to them, and then crafts a financial plan of action that emphasizes those priorities.

Gustavo began his career in the financial services industry in 2008 as an Investment Advisor Representative with Powell Financial Group. He holds a degree in finance from California Lutheran University’s School of Business and is a CERTIFIED FINANCIAL PLANNER practitioner. Gustavo is bilingual and also a licensed life and disability agent.

Gustavo resides in Camarillo, California, with his wife Airin and their daughter Caitlin. In his spare time, Gustavo enjoys spending time with his family and friends and playing soccer.

Designations and Registrations:

  • CERTIFIED FINANCIAL PLANNER
  • Investment Advisor Representative of Commonwealth Financial Network®
  • FINRA Series 7 and 66 securities registrations
  • Licensed Life and Disability Agent (CA License# 0H16303)

Janice Dorman

Client Service Manager

Janice recently celebrated her third year with Powell Financial Group. As our client service manager, she specializes in systems management. Janice is here to take your call and answer your questions or concerns. She also supports clients by processing paperwork, ensuring all accounts are kept current, managing distribution requests, and scheduling appointments.

Married for 40 years, she and her husband, Richard, reside in Thousand Oaks, California, where she enjoys volunteering in the community and supporting civic activities. She loves to spend time with their two grandsons, ride bikes, cook, read, and travel.

Erin Powell, BA, MA, MS

Marketing and Events Director

Erin graduated from UCSD with a BA in communications and then went on to attend California Lutheran University, where she received an MA in curriculum and instruction and an MS in counseling and guidance. Having successfully served as a teacher, counselor, and administrator in the field of education for more than 15 years, Erin joined the firm in 2007 to handle marketing, technology, client service, and event planning.

Erin is a Board of Trustee member for Berkeley Hall School. She also serves on numerous committees for her church and volunteers at her children's schools. She resides in Westlake Village, California, with her husband David, their four teenage children, two dogs, and two cats. In her spare time, she enjoys quilting, reading, and traveling.