Our Team

Scot Landborg, CFP®

CEO | Senior Wealth Advisor

Phone: (714) 592-7705 ext 4

E-mail: scot@sterlingwpartners.com

Scot guides clients through their wealth plan utilizing a dynamic, panoramic approach. He is passionate about each client’s legacy and aligning our resources to support their goals. Scot focuses on continued client education and growing with them as their wealth management partner, offering
thought leadership through public appearances, podcasts, and national publications.

By leveraging a deep background of financial study and planning experience, Scot’s goal is to guide you along your financial path and turn your lifelong dreams and goals into actionable financial accomplishments.

Scot is a CERTIFIED FINANCIAL PLANNER™ and has been working with financial clients since 2000. He is the host of the retirement planning podcast, Retire Eyes Wide Open, available on both Apple and Google Podcasts. Each episode 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 MSN.

Scot is originally from Minnesota and graduated from Bethel University. He and his wife, Shannon, live in Huntington Beach with their two boys, and enjoy wine tasting in Sonoma and having dinner at Scot’s favorite spot, Fisherman’s Restaurant in San Clemente. Additionally, Scot is an avid sports fan and enjoys traveling, particularly to spots like Saint Kitts, Capri, and Barcelona.

Susan Green

Wealth Advisor

Phone: (714) 592-7705 ext 6

E-mail: susan@sterlingwpartners.com

Susan Green is a Wealth Advisor at Sterling Wealth Partners. She 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 provides comprehensive financial and investment advice, retirement planning, investment management, and insurance strategies. Areas of focus include capital preservation, risk profile analysis, asset allocation, and income planning. Her financial planning process is designed to help clients preserve and protect wealth, address their key goals and aspirations, enjoy retirement income that keeps up with inflation, reduce the stress of making complex financial decisions, and avoid costly financial and investment mistakes.

Susan is committed to providing her clients with the highest level of service. Through proactive planning and by providing the proper tools, information, and education, her clients can 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.

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 our seminar marketing events 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 the company’s social media. She also helps produce the company’s retirement planning podcast, Retire Eyes Wide Open.

Angela has a background of extensive marketing and client 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 enjoys spending time with her fiancé and their fur baby. Also, a longtime Disney fan, she frequents Disneyland a couple of 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 7

E-mail: steven@sterlingwpartners.com

Steven is a 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 attended California State University, Fullerton where he graduated with a 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 licensed 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.

Trevor Perez

Media Production Assistant

E-mail: trevor@sterlingwpartners.com

Trevor is the Media Production Assistant at Sterling Wealth Partners. He assists in the editing of our company and event videos, plus our retirement planning podcast, Retire Eyes Wide Open.

He graduated from Saddleback College and is now attending California State University, Northridge to complete his Bachelor’s in Cinema & Television Arts with a focus in Film Production and an emphasis in Sound.

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 future. In his free time, you can find Trevor napping in his bed, enjoying trips to Disneyland, and spending time with his friends and family.

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.

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.

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