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Brentwood Advisory Group, LLC
About Our Members
Carol Fishburn CFP® Manager, Member
Carol Fishburn has a unique background that
brings together expertise in investments, real
estate, insurance, banking, lending and other
financial services. With this knowledge and
experience, she is able to guide and advise
clients as they evaluate and plan for their
financial future.
Background
Carol brings over twenty-five years in
professional experience in the financial service
industry of which over 10 years was directly in
the investments and securities field. She has
completed the Certified Financial Planning
program from the College of Financial Planning
and subsequently was awarded the CFPtm
designation. Carol also has a Masters of Business
Administration with an emphasis in finance from
California State University, Sacramento.
Professional Experience
Carol's professional experience includes over two
years with City National Bank in their trust
department, City National Investments, as a Vice
President of Investments. She spent over seven
years as a Vice President with Great Western
Financial Securities managing several
departments within their broker/dealer and
mutual fund companies. Prior to Great Western,
Carol was a Senior Vice President at Glendale
Federal Bank (GlenFed). During her 17 year
tenure, she held various positions of increasing
responsibilities in management, lending and
financial services. While at GlenFed, Carol served
on the Board of Directors of GlenFed Brokerage
Services and GlenFed Insurance Agencies.
Education
Bachelor of Arts: University of California, Santa
Barbara
Masters of Business Administration, California
State University, Sacramento
Ongoing CFP tm continuing education courses
Ongoing Insurance continuing education courses
Designations
CFP® designation from the Board of Certified
Financial Planners
California Life Agent License
Member, Financial Planners Assn. (FPA), San
Gabriel Chapter, Board Member, Chair for
2004-2005
Board Member, Women's City Club of Pasadena
Board Member, Beverly Hills Estate Planning
Council
Member, Fiduciary Roundtable of the San Gabriel
Valley
Carol Fishburn has a unique background that
brings together expertise in investments, real
estate, insurance, banking, lending and other
financial services. With this knowledge and
experience, she is able to guide and advise
clients as they evaluate and plan for their
financial future.
Background
Carol brings over twenty-five years in
professional experience in the financial service
industry of which over 10 years was directly in
the investments and securities field. She has
completed the Certified Financial Planning
program from the College of Financial Planning
and subsequently was awarded the CFPtm
designation. Carol also has a Masters of Business
Administration with an emphasis in finance from
California State University, Sacramento.
Professional Experience
Carol's professional experience includes over two
years with City National Bank in their trust
department, City National Investments, as a Vice
President of Investments. She spent over seven
years as a Vice President with Great Western
Financial Securities managing several
departments within their broker/dealer and
mutual fund companies. Prior to Great Western,
Carol was a Senior Vice President at Glendale
Federal Bank (GlenFed). During her 17 year
tenure, she held various positions of increasing
responsibilities in management, lending and
financial services. While at GlenFed, Carol served
on the Board of Directors of GlenFed Brokerage
Services and GlenFed Insurance Agencies.
Education
Bachelor of Arts: University of California, Santa
Barbara
Masters of Business Administration, California
State University, Sacramento
Ongoing CFP tm continuing education courses
Ongoing Insurance continuing education courses
Designations
CFP® designation from the Board of Certified
Financial Planners
California Life Agent License
Member, Financial Planners Assn. (FPA), San
Gabriel Chapter, Board Member, Chair for
2004-2005
Board Member, Women's City Club of Pasadena
Board Member, Beverly Hills Estate Planning
Council
Member, Fiduciary Roundtable of the San Gabriel
Valley
Leighann Miko Para Planner
After two years as Carol's assistant, Leighann
was promoted to Para Planner. She manages
client administration and collaborates on
financial planning and investment
management. While attending college,
Leighann spent one year in the State of
California's Treasurer's office and three years
with the firm Contractors Management
Services.
Education
Bachelor of Science in Business Administration
with a concentration in Financial Services from
California State University, Northridge
Designations
Currently enrolled in the Certified Financial
Planning (CFP®) Certificate Program
Michael A. Gordon CPA Member
Mike brings additional guidance for our clients
gleaned from a long and distinguished career
as a Certified Public Accountant and Business
Manager. He is the senior partner of Gordon,
Fishburn and Schlossmann Accountancy, LLP
and Brentwood Management Group, LLP since
its inception in 1981.
Education
Bachelor of Arts, University of California, Los
Angeles
Bachelor of Laws (LLB), University of Southern
California
Designations
Certified Public Accountant since 1961
Personal Financial Specialist 1998
Matthew W. Fishburn CPA Member
As the managing partner of Gordon, Fishburn
and Schlossmann Accountancy, LLP and
Brentwood Management Group, LLP, Matt
brings additional perspective to the clients of
Brentwood Advisory Group, LLC with his long
tenure in the accounting and business
management fields.
Education
Bachelor of Arts, California State University,
Northridge
Designations
Certified Public Accountant since 1981
NASD Series 65 since 2000
After two years as Carol's assistant, Leighann
was promoted to Para Planner. She manages
client administration and collaborates on
financial planning and investment
management. While attending college,
Leighann spent one year in the State of
California's Treasurer's office and three years
with the firm Contractors Management
Services.
Education
Bachelor of Science in Business Administration
with a concentration in Financial Services from
California State University, Northridge
Designations
Currently enrolled in the Certified Financial
Planning (CFP®) Certificate Program
Michael A. Gordon CPA Member
Mike brings additional guidance for our clients
gleaned from a long and distinguished career
as a Certified Public Accountant and Business
Manager. He is the senior partner of Gordon,
Fishburn and Schlossmann Accountancy, LLP
and Brentwood Management Group, LLP since
its inception in 1981.
Education
Bachelor of Arts, University of California, Los
Angeles
Bachelor of Laws (LLB), University of Southern
California
Designations
Certified Public Accountant since 1961
Personal Financial Specialist 1998
Matthew W. Fishburn CPA Member
As the managing partner of Gordon, Fishburn
and Schlossmann Accountancy, LLP and
Brentwood Management Group, LLP, Matt
brings additional perspective to the clients of
Brentwood Advisory Group, LLC with his long
tenure in the accounting and business
management fields.
Education
Bachelor of Arts, California State University,
Northridge
Designations
Certified Public Accountant since 1981
NASD Series 65 since 2000
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