Broker Check

Biographies

Stephen E. Scherer

President

Steve is a registered Investment Advisor since 1974. He is an acknowledged expert in comprehensive financial planning with an emphasis in the areas of taxation, business management, estate planning, investment planning and personal planning. Born Rochelle, Illinois, June 21, 1948 he was admitted to bar, 1973, Arizona; 1974, California.

Education: University of Illinois (B.S., 1970); Arizona State University (J.D., 1973). Omicron Delta Kappa. Member: Los Angeles County and American Bar Associations; State Bar of California; State Bar of Arizona.

Christopher T. Bradford

Vice President

Chris specializes in the areas of estate planning, taxation, business and real property. Born Los Angeles, California, December 2, 1954; admitted to bar,1989, California, U.S. District Court, Central Districts of California and U.S. Court of Appeals, Ninth Circuit; 1990, U.S. Tax Court and U.S. District Court, Southern District of California; 1991, District of Columbia Court of Appeals; 1993, U.S. Supreme Court; 1995, Missouri and U.S. District Court, Western District of Texas.

Education: University of California, Los Angeles (B.A., 1977); Loyola University Chicago (M.B.A., Finance, 1985); Southwestern University School of Law (J.D., 1987). Lecturer, "Annual Update of the Law-Taxation Law," Beverly Hills Bar Association, 1993; "Organizing a Business Entity," Los Angeles County Bar Association, 1996; "A Business and Tax Law Overview of Entity Selection and Business Formation," Beverly Hills Bar Association, 1996; "Death and Taxes," Beverly Hills Bar Association, 1996; "Comprehensive Introduction to Estate Planning," Beverly Hills Bar Association, 1998. Member: Beverly Hills (Board of Governors, 1991-; President, Barristers, 1993-1994; President-Elect, 2001-2002), Los Angeles County (Board of Trustees, 1999-2000) and American Bar Associations; State Bar of California; The District of Columbia Bar; The Missouri Bar.

Rachel Scherer Jellen

Attorney

Rachel practices law primarily in the areas of estate planning, probate, tax, and business. She has been practicing law since 2008, and also has a strong background in civil rights litigation and disability laws. After becoming an attorney, Rachel went back to school to obtain her M.B.A., during which time she focused her business education primarily on financial tax accounting and investment planning. Rachel is admitted to practice law in California (2008), the U.S. District Court, Central District of California (2009), the U.S. District Court, Eastern District of California (2001), and the U.S. District Court, Northern District of California (2011).

Education: University of Pennsylvania (B.A., 2003); Indiana University School of Law at Indianapolis (J.D. 2007 cum laude); University of Southern California (M.B.A. 2014).

Belinda C. Mojica

Financial Administrator/Financial Planner

Belinda obtained her Designation in Financial Planning and focuses on client relations, investment operations, estate planning, retirement planning and business management.  Born Los Angeles, California.

 

Education: University of California, Los Angeles (B.A. 1993), University of California, Los Angeles (PFP, 2001).

Elizabeth A. Alfonso

Accountant

Beth concentrates in the areas of accounting, tax preparation, personal and corporate business management. Born Manila, Philippines December 27, 1966. Education: California State University, Northridge (B.A. 1995).

Rosa I. Estorga

Legal Secretary & Billing Coordinator

Rosa has been with Private Financial Counseling since 2012. Rosa concentrates in the areas of estate planning, trust administration, probate, billing, and is a Notary Public. She assists Stephen, Christopher, and Rachel with all legal correspondence, preparation of estate planning documents, filing of legal documents with the courts, and recording deeds with various County Recorders Offices. She also assists Belinda in the financial management department and assists Beth in personal and corporate business management. She has been working as a legal secretary for over 20 years. Born in Mexico, April 5, 1971. Education: Benjamin Franklin High School, Pasadena City College.

Alex C. Smith

Administrative Assistant

As administrative support in the office, Alex performs a variety of tasks including: internal filing, copy jobs, scanning and archiving original estate planning documents, as well as being one of the Notaries for the firm. During tax season he sends out tax organizers to clients and files away old tax documents. In the event that a client is unable to come to the office, Alex will go in home with the client whether it be for a signing or document pick up. Finally he calculates the current and future values of bonds. Alex is from Shreveport, Louisiana. After graduating from Loyola College Prep, he attended The American Musical and Dramatic Academy in New York and received a certificate of completion. In addition to that certificate he has taken courses at Santa Monica College.