The iSentinel Group Story

The iSentinel Group, formerly known as The Young and Hedjasi Group, was created in 2010.  The collaboration of these Advisors was with the intent to inform, instruct and inspire the families and individuals they work with. Through their shared values and goals-based approach, they’ve been working together to better assist with the complexities and growing needs of their clients, while providing exceptional service.  The iSentinel Group provides specialists with expertise that have complementary talents and skills to tackle the constant change in today’s financial landscape.
Services Include
  • Wealth Management1
  • Retirement Planning2
  • Financial Planning3
  • 401(k) Rollovers
  • Municipal Bonds4
  • Professional Portfolio Management5
  • Sustainable Investing6
  • Fixed Income7
  • Life Insurance8
  • Long Term Care Insurance9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Wealth Management Process

The iSentinel Group Process






DISCOVER
Our relationship begins with a thorough understanding of your immediate needs, priorities and goals. We’ll discover details about your credit and basic finances and help you take precautions to maintain credit and preserve assets.

CREATE
We develop a tailored roadmap to begin to help you rebuild your wealth and achieve the outcomes you seek. We’ll identify the strategies to help you:
• Plan for retirement
• Provide healthcare protection for yourself and your children
• Revise your estate plan

ACT
Next, we help you implement the strategies we formulate together, taking into account special circumstances, such as alimony, child support and tax consequences of selling large assets like your home.

ADJUST
Achieving your goals requires vigilance and flexibility. We help monitor your progress and make adjustments as life evolves, markets and tax laws shift and priorities change.

    OUR PHILOSOPHY

    The iSentinel Group Philosophy


    The cornerstone of our investment philosophy is to know our clients and their own unique set of circumstances.  We listen to our clients’ past experiences, current needs and future desires.  Our team of professionals brings a strong foundation needed to give our clients the personal attention and craft individual solutions to meet their financial goals. 

    We collaborate with our clients’ and their other trusted professionals in a unified manner to provide them with the confidence of knowing that they have a team of advocates for their best interest. 

    We aspire to build lasting, meaningful relationships across generations based on trust and integrity.

      Financial Planning

      Financial Planning with the iSentinel Group


      Your wealth strategy doesn’t just consider your investment objectives. Rather, it is tailored to address the personal life goals you’ve identified and prioritized.

      On our team, Sima takes the lead on all of our financial planning for our clients. Using our suite of tools — our LifeView® platform — we can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions. 

      LifeView® helps us:







      Analyze your current investments, and financial situation

      Review and prioritize your goals with you, such as Retirement

      Education funding

      Major purchases and philanthropic goals

      Protect your goals

      Develop wealth transfer strategies











      Click the links below to access the sample LifeView® Goal Analysis and Client Profile:



      LifeView® Goal Analysis Client Profile

      Sample LifeView® Goal Analysis

      Location

      55 South Lake Ave
      Ste 700
      Pasadena, CA 91101
      US
      Direct:
      (626) 405-9359(626) 405-9359
      Toll-Free:
      (800) 488-1240(800) 488-1240

      Meet The iSentinel Group

      About Me

      Brandi continues to grow the family tree of the group by joining her father, Gideon, as part of The iSentinel team in 2018.

      Brandi brings 8 years of experience in financial services industry with a specialization in Employee Benefits with a perspective to align personal health with portfolio health.

      Brandi was born, raised, and educated in Southern California. Loyola Marymount University is her alma mater where she proudly played for the Women’s Soccer team in NCAA’s West Coast Conference while earning a degree in Communications with a Business minor.

      She recently married her soccer pal, Anders, who is earning his credentials to be an elementary school teacher. Looks like the passion for athletics and helping others will continue to run in the family!
      Securities Agent: CA, WA, VA, UT, PA, OR, NY, NV, NM, MO, LA, ID, HI, FL, AZ; General Securities Representative; Investment Advisor Representative
      NMLS#: 1706401
      CA Insurance License #: 0G63635

      About Me

      As a Senior Vice President and Portfolio Manager, Gideon is responsible for overseeing the overall investment strategy for all client portfolios.

      Gideon has been an investment professional with Morgan Stanley (and its predecessor firm Dean Witter Reynolds) since 1985. Over the years, Gideon has committed to being an educator, coach and a navigator to his clients and their families. By embracing the uniqueness of each individual relationship, Gideon has nurtured his relationships through building and preserving assets. Serving as an advocate on his clients' behalf, he has enabled clients to reach financial independence and achieve their aspirations.

      Gideon attended University of California, San Diego for his Bachelor’s degree and The Wharton School, University of Pennsylvania to build upon his investment background. 
       
      He is a former member of the Board of Directors for Partners in Care Foundation, a non-profit organization dedicated to changing the landscape of healthcare for the better.  Gideon and his wife, Jayne, reside in South Pasadena and have 3 grown children and 2 grandchildren.
      Securities Agent: CA, WA, VA, UT, OR, NV, NM, MO, ID, HI, FL, AZ; General Securities Representative; Investment Advisor Representative
      CA Insurance License #: 0A48504

      About Me

      Molly Ryan is the team's Senior Registered Service Associate. She is dedicated to delivering a caring and detailed client experience, as she provides all of the team's administrative and operational services, including important transactional services for all of our trusted clients. Molly is a true professional. She will focus on identifying solutions for each client that will deepen relationships, and ensure an uplifting client experience.Molly brings 27 years of experience to the team.Molly began her career in Corporate Finance and Investor Relations, before moving to the retail side of the business.She started at the old Dean Witter in San Francisco before transferring to the Pasadena office in 1995. Molly is a Pasadena native, and moved back to her old neighborhood in 1995 to be near her family, where she purchased a Condo in 2001.Molly enjoys going to Art Films at the local independent theatre, and loves to travel to Europe once a year.She volunteers at the SPCA and a local Catholic Charity.Molly has her Series 7 and 66 licenses administered by FINRA (Financial Industry Regulatory Authority).
      From Our Team

      LifeView Goal Analysis Client Profile


      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Investing in Artificial Intelligence and Automation

      Investing in Artificial Intelligence and Automation

      AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      A Parent's Guide to Talking to Your Kids About Money

      A Parent's Guide to Talking to Your Kids About Money

      Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      Choosing an Environmental Charity

      Choosing an Environmental Charity

      There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

      Mosaic

      Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
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      Ready to start a conversation? Contact The iSentinel Group today.
      Market Information Delayed 20 Minutes
      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      4Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

      5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      6The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

      7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

      8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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