Lisa Detanna

10/13/2026

🎉 Team Member Tuesday 🎉

This week we're excited to spotlight Erik!

As an International Wealth Advisor, Erik partners with high-net-worth individuals and families to help navigate the complexities of wealth management. He brings experience in institutional consulting, corporate retirement plans, options strategies, lending, and equity and bond trading. Erik enjoys building long-term relationships and developing personalized strategies that help clients work toward their financial goals.

Outside of the office, Erik enjoys staying active on the golf course and the beach volleyball court. A lifelong Seahawks fan, some of his favorite memories are cheering on the team with his boys, including attending the Super Bowl together. Whether it's football season, family adventures, or time spent outdoors, Erik enjoys making the most of every opportunity to create lasting memories with his kids and dogs. 🏈🏌️‍♂️🏐🐾

Erik's dedication to his clients, depth of knowledge, and team-first mindset make him an invaluable part of our team.

👏 Thank you for all you do, Erik! 👏

10/10/2026

On World Mental Health Day, a reminder that taking care of your wellbeing matters.

10/09/2026

As the S&P 500 bull market enters its fifth year, Raymond James Chief Investment Officer Larry Adam examines how the current cycle compares with history and whether the rally still has room to run.

raymondjames.com

10/07/2026

The Power of Partnership in Retirement Planning

At the Global Wealth Solutions Group, we believe the best outcomes come from the right partnerships. Whether you're approaching Medicare eligibility, reviewing your current coverage, or helping a loved one navigate healthcare decisions, having experienced professionals by your side can make all the difference.

We work with leading Medicare Supplement, Medicare Advantage, and Prescription Drug Plan providers to help identify coverage options that align with your individual needs. Our goal is to simplify the process, provide education, and help you make informed decisions with confidence.

✅ Personalized Medicare guidance
✅ Access to competitive coverage options
✅ Ongoing support and service
✅ Coordination as part of your overall retirement and financial plan

Healthcare decisions are an important part of retirement planning. Partner with a team that takes the time to understand your goals and help you navigate your options.

📞 Call Lisa Detanna & The Global Wealth Solutions Group
310-285-4506 for a Medicare review.

10/06/2026

🎉 Team Member Tuesday 🎉

This week we're excited to spotlight Bill!

Bill takes a comprehensive, solutions-focused approach to wealth management, helping clients navigate complex financial matters with confidence. He specializes in working with high-net-worth individuals, families, family offices, foundations, and institutions, providing guidance on areas such as estate planning, multigenerational wealth strategies, business succession planning, asset management, and alternative investments. Bill is also a respected industry speaker and has served as a Founder and Lecturer for the Chaminade Hawaii Tax Institute for more than two decades.

Outside of the office, Bill enjoys spending time at the beach and relaxing with his dogs. Whether he's enjoying the coastal lifestyle, spending time with family and friends, or taking in the ocean views, Bill appreciates making the most of his time outside of work. 🌊☀️🐾

With decades of industry experience and a client-first mindset, Bill continues to be a trusted resource for both clients and teammates.

👏 Thank you for all you do, Bill! 👏

10/02/2026

Team players on and off the course. ⛳

Proud of our team for supporting CRC and demonstrating the same collaboration, dedication, and teamwork that drives us every day in the office.
Great people. Great cause. Great day. 💙

10/02/2026

Investors have navigated a variety of challenges so far in 2026. Raymond James Chief Investment Officer Larry Adam examines the risks and opportunities that could shape the months ahead.

raymondjames.com

10/01/2026

Interesting who you see on the street corner... our CEO Paul Shoukry.
Here in NY for our event tonight with Trian.

09/29/2026

Happy National Coffee Day! ☕

As Lisa says, "There's nothing like a great cappuccino!" ☕✨

Today we're celebrating the beverage that fuels early mornings, sparks great conversations, and keeps us energized throughout the day. Whether you prefer a cappuccino, latte, espresso, or a simple cup of coffee, here's to enjoying the perfect brew.

What's in your cup today?

☕🤎

09/29/2026

🎉 Team Member Tuesday 🎉

This week we're excited to spotlight Rishab!

As a member of our team, Rishab helps support advisors through investment proposal preparation, equity research, and detailed analysis. His analytical mindset and commitment to client service help ensure every client experience is thoughtful, seamless, and personalized.

Outside of work, Rishab enjoys making the most of his time with family and friends. Whether he's attending a concert or music festival, cheering on his favorite basketball and football teams, or relaxing at home with his cats, he always appreciates a good experience and great company. 🎵🏀🏈🐱

We're grateful for Rishab's hard work, positive attitude, and the dedication he brings to our team and clients every day.

👏 Thanks for all you do, Rishab!