Your Wealth Management Team
MBA, University of Southern California
B.S., Pepperdine University
Series 7, 24, 53, 63 and 65 registrations
Born and raised in Southern California and the youngest son of a real estate developer, Craig has always had an interest in the world of finance and real estate. Craig has over twenty years of financial services industry experience and has worked for some of the largest firms in the world including Merrill Lynch, Wells Fargo and Citigroup Smith Barney.
Craig.Gougis@penserrawealth.com
(949) 524-9190
Masters in Taxation, Weber State University candidate
B.A., Southern Utah University
Series 6, 63 and 65 registrations
CEPA®, EA, ChFC®, CLU® and RICP®
Dan is both a Financial Advisor and an Enrolled Agent. Dan is the founding member of K2 Business Group, K2 Tax Group and, the founder of the Utah Chapter of CEPAs. As an Enrolled Agent, he is qualified to represent taxpayers before the IRS in all fifty states. He utilizes various tax strategies aiding business owners and business succession. He is the author of “Escaping the Tax Trap”.
Dan.Matheson@perserrawealth.com
(801) 709-3535
Masters in Taxation, University of Utah
B.S. from Brigham Young University
Series 7, 63, 65 and 79 registrations
Brent started his career at KPMG, one of the Big 4 global CPA firms, before moving on to become the Tax Director for a national healthcare conglomerate managing 65 corporations across all 50 states. He later served as CFO for both a physician practice management firm and a publicly traded tech company. With over 30 years of experience as a CPA, Brent is now a Wealth Manager specializing in tax planning and structuring for high-net-worth individuals, businesses, and public companies. His expertise spans life insurance strategies, real estate investments, asset protection, IPOs, reverse mergers, mergers and acquisitions, debt and equity financing, private placements, and business exit strategies. In addition, Brent holds California licenses in life insurance and real estate, enabling him to assist clients with creating captive insurance companies, IC-DISCs, DSTs, IRC §1031 and §1035 exchanges, entity structuring, and executive compensation plans.
Brent.Robbins@penserrawealth.com
(949) 929-4192
MBA, Columbia Business School, UC Berkeley Haas School of Business
BS, California State University, Fullerton
Series 7, 24, 27, 63, 65, 99, and SIE registrations
Jorge is Penserra’s founder and Chief Executive Officer since June 2007.
Developing innovative products/services, implementing precise solutions, and engaging in effective recruiting are at the forefront of Jorge’s leadership focus. He leads the Executive Committee, which sets the firm’s strategic direction, working across all business lines to ensure Penserra is focused on its client’s most critical trading and investment objectives. Jorge is also Chairman of the Board of Directors.
Prior to founding Penserra, Jorge spent fourteen years at Barclays Global Investors (BGI), which is now part of BlackRock, in various senior capacities including Head of Transition Management and Senior Portfolio Manager. Before working at BGI, he also worked for Baxter International and Conagra in finance roles.
Jorge is very active with the local community. He serves on the board of directors and finance committee for Make-A-Wish Greater Bay Area. Jorge also serves on the board of directors for Pangea Legal Services, a legal advocacy group for immigrant rights, as well as a member of the finance committee for the Community Foundation of Mendocino. Jorge also established the Founder’s Scholarship for immigrant college-bound students and, more recently, the Penserra Foundation, a nonprofit entity focused on working with communities and organizations to promote diversity, education, and the well-being of children.
MBA, The Amos Tuck School of Business Administration, Dartmouth College
B.A., Claremont McKenna College
Series 3, 7, 24, 27, 52, 53, 63, 65, 99, and SIE registrations
Lee was named Chief Compliance Officer of Penserra Wealth Management in January 2025. He joined Penserra in April 2009 and in January 2018 become Penserra’s Director of Marketing. In 2021, he added Compliance Officer and Financial and Operations Principal (FinOp) to his job responsibilities. Prior to compliance, Lee spent thirty years as an institutional equity sales trader, demonstrating a history of management, sales, trading, compliance, and marketing.