Tanabe, McMahon, Tanimoto, Farmer & Holcher Group

333 S Hope Street
Los Angeles, CA 90071
(800) 964.5884
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Welcome

Our group serves a national clientele with sophisticated wealth management needs and investment requirements. Navigating through increasingly complex financial markets we continue to grow in size, scope and reputation while upholding our unwavering mission: to place the best interest of our clients above all else. Whatever your unique needs, for over several decades, we have focused on clear personalized strategies that cater to client convenience.

Helping institutions meet their investment needs

We put the resources and intellectual capital of Merrill to work for institutional clients like you by delivering thoughtful advice and sophisticated investment strategies through focused client-centric consulting. We help organizations like yours address today’s complex investment challenges through an integrated, goals-based investment process that enables them to redefine success, manage risk and help fulfill their missions.


*\*Merrill Institutional Consulting™ (MIC) is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”), and offers products and services for the benefit of institutional and ultra‐high net worth clients through dually registered representatives of Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S“ or “Merrill”) who can provide brokerage and investment advisory services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and MLPF&S’s obligations will differ depending upon the products and services actually provided. Banking products, services and activities are offered by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. MLPF&S and Bank of America, N.A. are affiliates of Bank of America Corporation. MLPF&S is a dually registered broker‐dealer and investment adviser and [Member SIPC](https://www.sipc.org/). MLPF&S makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp. Bank of America, the Bank of America logo, Merrill and Merrill Institutional Consulting are registered trademarks of Bank of America Corporation.*
Recognition
Keith Tanabe
Managing Director, Wealth Management Advisor
Barron’s “Top 100 Institutional Consulting Teams”, 2021-2024
(Published annually in April. Rankings based on data as of December 31 of prior year.)
Barron's "Top 50 Institutional Consultants", 2019
(Published on April 20, 2019. Rankings based on data as of December 31, 2018.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2016-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2018-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
Tanabe, McMahon, Tanimoto, Farmer & Holcher Group
Barron’s “Top 100 Institutional Consulting Teams”, 2021-2024
(Published annually in April. Rankings based on data as of December 31 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Barron's "Top 50 Institutional Consultants", 2019
(Published on April 20, 2019. Rankings based on data as of December 31, 2018.)
About Us
Mission

We focus on addressing the investing and wealth management needs of institutions and high net worth individuals and families. work closely with clients to determine their needs and aspirations so that can craft customized strategies to help them pursue their goals.

Meet Our Team
Keith T Tanabe,

CIMA®, CPFA®

Managing Director, Wealth Management Advisor
213.236.2151
Anthony J Mcmahon
Senior Vice President, Senior Relationship Manager
213.236.2088
Marcus Tanimoto,

CIMA®, CPFA®

Senior Vice President, Wealth Management Advisor
213.236.2075
Frank Cody Farmer,

CFA

Senior Vice President, Wealth Management Advisor
720.941.2050
Justin Holcher,

CFP®, CPFA®, CRPC™

Senior Vice President, Wealth Management Advisor
213.236.2116
Garet Sakamoto
Financial Advisor
213.236.2152
Faran Shaker Headshot Image
Faran Shaker,

AWMA™, CRPC™

Financial Advisor
213.236.1012
Anne J Egan
Registered Senior Wealth Management Client Associate
213.236.2120
Scott T Patterson,

CRPC™

Assistant Vice President, Wealth Management Specialist
213.236.1074
Sean J Sechler,

CRPC™

Assistant Vice President, Wealth Management Specialist
720.941.2049
Samantha R Castillo
Officer, Wealth Management Client Associate
213.236.2126
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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.