Our Team

Scot Landborg, CFP®

CEO – Senior Wealth Advisor

Phone: (714) 592-7705 ext 4

E-mail: scot@sterlingwpartners.com

Scot Landborg, Senior Wealth Advisor, is the CEO for Sterling Wealth Partners in Tustin, California. Scot started working as a financial planner in 2000 with a desire to help those closest to him obtain quality financial advice. Since the beginning of his career, Scot has consistently and intentionally worked for independent financial planning firms so he could incorporate his commitment to serve his clients as an investment fiduciary and put his clients’ interests first. His philosophy is to advise his clients with dignity, respect, and professionalism; and only make recommendations that he would make for his own family.

Scot is the host of the retirement planning podcast, Retire Eyes Wide Open, available on both iTunes and Google Play. The show provides tips and strategies to demystify the retirement process for those in or entering retirement. Scot is a regular contributor to Kiplinger and has been regularly quoted in publications such as U.S. News & World Report, Market Watch, Yahoo Finance, Nasdaq and Investopedia. He also formally hosted the nationally syndicated radio show Smart Money Talk Radio.

Prior to founding Sterling Wealth Partners, he served as a senior wealth strategist and head of the investment committee for a wealth management firm. In addition to his partnership at Sterling Wealth Partners, Scot’s additional experience includes his role as CEO of Bradley Investments and Briggs Development and his current role as CEO of Scot Strategy, Inc.

Scot has extensive experience in all facets of financial planning, including retirement planning, income planning, social security planning, charitable planning and legacy planning. In conjunction with this knowledge, Scot also has comprehensive experience in taxes, real estate, and business. He is married to his wife, Shannon, and they have two boys. They enjoy traveling, especially to Scot’s childhood home in Minnesota, and to the Caribbean where they were married.

Susan Green

Wealth Advisor

Phone: (714) 592-7705 ext 6

E-mail: susan@sterlingwpartners.com

Susan Green is a Wealth Advisor who focuses on helping families develop and implement customized financial strategies that address their unique challenges, concerns, and goals. Dedicated to leading clients through life’s inevitable transitions, Susan will develop a personalized financial roadmap for you and your family. Susan’s passion is in helping her clients understand the benefits of ongoing planning as their lives evolve.

Susan focuses on the planning process so that her clients can understand and clarify their options and timing for their decisions. Everything from when to retire, how to allocate their resources, to what issues they’ll face in retirement, and how to protect themselves from major issues. Susan is a licensed insurance professional, she helps her clients evaluate their Medicare choices whether they are new to Medicare or making changes to their coverage during your Initial Enrollment Period, Annual Election Period, or other times such as the Special Enrollment Period. Susan works with Medicare Advantage and MAPD plans, Part D, and Medicare Supplement plans.

Susan is committed to providing her clients with outstanding levels of service. Through proactive planning and by providing the proper tools, information, and education, she aims to help her clients move forward confidently. She holds Series 7 and 66 registrations and is licensed to sell insurance. Her offices are in Northern and Southern California in order to serve her clients.

Listen to an audio interview with Susan Green

Angela Jugon

Director of Marketing & Operations Coordinator

Phone: (714) 592-7705 ext 5

E-mail: angela@sterlingwpartners.com

Angela is the Director of Marketing & Operations Coordinator at Sterling Wealth Partners. She coordinates all of our seminar marketing in the community. Her other focus is to manage the client experience from the moment a client comes into the office, to the ongoing services they receive throughout the year. Additionally, Angela helps coordinate our annual client events and manages our social media. Plus, she produces Scot Landborg's podcast, Retire Eyes Wide Open.

Angela has extensive marketing and service experience. She holds a Bachelor’s in Fine Arts in Creative Photography from California State University, Fullerton.

When not taking family and event photos, Angela loves planning events personally and professionally. This ranges from birthday parties to informational seminars. In the past, she has volunteered for local organizations including the American Cancer Society’s Relay for Life and the Eastvale Chamber of Commerce.

In her time off, Angela enjoys spending time with her boyfriend and their fur babies. Also, a longtime Disney fan, she frequents Disneyland a couple times per month. In addition to Disneyland, she enjoys going to movies and staying up to date with the latest Hollywood releases.

Steven Murphy

Financial & Client Service Associate

Phone: (714) 592-7705 ext 8

E-mail: steven@sterlingwpartners.com

Steven is the Financial & Client Service Associate at Sterling Wealth Partners. He assists with conducting portfolio analysis and helps to prepare client meetings. He also assists at company events when needed.

Steven attends California State University, Fullerton where he is finishing completion of his Bachelor’s in Business Administration with a Concentration in Finance. His passion for finance drives his work here at Sterling Wealth Partners. Steven has a background in client service and enjoys volunteering at his church. He has career aspirations to become a Financial Advisor and believes his experience and education will position him for success.

In his free time, Steven enjoys outdoor activities, especially with friends and loved ones. He grew up in Southern California playing basketball and baseball. He remains a big sports fan.

Bruce Gleit

Attorney

Phone: 714-640-2490

E-mail: bgleit@lawgb.com

Bruce Gleit is an attorney who, with over 26 years of experience, has focused his practice in the area of estate planning. Bruce is one of our strategic partners offering clients assistance with estate planning, probate, conservatorships, estate/trust litigation, and general business formation and transactions.

He grew up in northern New Jersey and received his Bachelor of Arts from the State University of New York at Albany. He then attended the Benjamin N. Cardozo School of Law in New York City, earning his J.D. degree. In 1993, he became a member of the State Bar of California after he and his wife relocated to California.

Bruce is a member of the State Bar of California’s Trusts & Estates and Business Law sections, as well as the Orange County Bar Association. He remains very active in continuing legal education to stay current in the latest developments.

His goal is to provide the best personalized services to his clients. That includes creating the best planning for their future and resolving any difficulties they may have.

Bruce is married to his wife Marsha. He enjoys tennis on the weekends and is an avid fan of both the Minnesota Vikings and the New York Yankees.

Bruce Gleit is not affiliated with USA Financial Securities.

Trevor Perez

Media Production Assistant

E-mail: trevor@sterlingwpartners.com

Ever since Trevor was a kid, he’s always known what he’s wanted to do. He has always enjoyed entertaining audiences, as well as his family and friends, whether it was through videos, filmmaking, or live performances and he’s grown up with a passion to work in the film industry.

From the time span of elementary to college, Trevor took a few acting and voice acting classes, performed in many stage shows, improv shows, and short films, and he took up an interest in directing and videography along the way. He is currently majoring in film studying cinema, television, and radio at Saddleback College.

Due to his social skills and videography work, Trevor has found a way to surround himself with film industry professionals and network with the people he’s always looked up to and dreamed of working with. He started as a videographer for DisneyExaminer in 2015 and since then has filmed countless special events for Disneyland, Walt Disney Studios, The Oscars, ASIFA Hollywood, The Annie Awards and more. Because of his drive for his passion and his connection with Disney and other industry friends, Trevor has also been able to do some personal work for people that he’s admired such as Richard M. Sherman (The Sherman Brothers), Tevin Campbell (“A Goofy Movie”), and more. He also earned himself the role of Dick Van Dyke’s (“Mary Poppins”) personal videographer for his shows and events.

When Trevor isn’t running around filming events, Trevor loves writing and coming up with new ideas for personal projects and short films that he’d like to accomplish in the near future when the time comes around. In his free time, you can find Trevor napping in his bed, enjoying trips to Disneyland, and spending time with his friends, family, and girlfriend.

Trevor is very excited to bring in some of his vision and entertain the clients of Sterling Wealth Partners and help them leave with a memorable experience.

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