Top Investment Consultants in Greater Los Angeles Area

Jonathan Agustin Prakash

Partner, Chief of Investments

Greater Los Angeles Area

Partner, Chief of Investments

Investment Associate

Investment Consultant

University of California, Los Angeles

Chadwick High School

Recommendations: 10

Real Estate Transactions

Investment Properties

Real Estate

Investors

Sellers

Investments

Residential Homes

Negotiation

n****[email protected]

Steven Glick

Investment Consultant

Greater Los Angeles Area

Investment Consultant

Account Executive

Pre Planning Advisor

Terr Mgr

Customer Service Supervisor

Call Center Manager

Sr. Administrator-Retail, General Business

California State University-Northridge

Occidental College

Royal High

Recommendations: 8

Conflict Resolution

Sales Management

Executive Coaching

Direct Sales

Management

Customer Retention

Customer Service

Business Strategy

d****[email protected]

Steven Wang

Registered Client Service Associate

Greater Los Angeles Area

Registered Client Service Associate

Real Estate Manager

Senior Project Manager

Management Intern

Investment Consultant

Director Of Franchise Development

Director of Real Estate, Development & Construction

University of Southern California - Marshall School of Business

San Marino High School

Recommendations: 3

Leadership

Project Management

Management

Building Relationships

Real Estate Development

Real Estate Economics

Real Estate

Investments

s****[email protected]

Eric Wade

Account Executive

Greater Los Angeles Area

Account Executive

Consultant

Managing Director and Senior Sales Representative

Director of Sales

Director of Business Development

Regional Account Executive

Certified Financial Manager

Investment Consultant

The University of New Mexico

Los Alamos High School

Recommendations: 3

Online Advertising

Mobile Devices

Budgets

Selling

Training

Coaching

Program Management

Pricing Analysis

Jonathan Macias

Founder & Managing Partner

Greater Los Angeles Area

Founder & Managing Partner

Broker/Officer

Board Member

Director Of Development

E3 Exhibitor (2011, 2012, 2013)

Financial Advisor

Team Manager

Real Estate Investment Consultant

UCLA

UCLA Anderson School of Management

San Diego State University-California State University

Ritsumeikan Asia Pacific University

The Chinese University of Hong Kong

Santa Monica College

Recommendations: 3

Microsoft Office

Lightroom

Google Apps

Visio

Martial Arts

Cloud Computing

HTML + CSS

Finance

j****[email protected]

Robert Bruni

Investment Consultant Partner/Owner KW SF Bay area

Greater Los Angeles Area

Investment Consultant Partner/Owner KW SF Bay area

Owner

Investment sales

Service manager /Shop foreman

Ford Motor Company

Santa Monica College

West Los Angeles

Recommendations: 2

Real Estate

Investors

r****[email protected]

Mark S. Dobbs

Vice President

Greater Los Angeles Area

Vice President

Property Casualty Consultant, Commercial Real Estate Practice Group

Senior Investment Consultant

Founder

Acquisitions

US Derivatives, Client Services, London, England

Sales Trader assistant/Settlement Analyst, London England

San Francisco State University, College of Business

Recommendations: 1

Real Estate

Apartments

Real Estate Investment

Investment Properties

Real Estate Development

Property Management

Underwriting

Risk Management

m*****@hanesre.com

Evan Rock

Partner

Greater Los Angeles Area

Partner

Investment Consultant

Brokers Assistant

Financial Advising Team Member Internship

University of California, Santa Cruz

Recommendations: 0

Financial Analysis

Real Estate

Investment Properties

Investments

Michael Jenson

Strategy and Operations Consulting

Greater Los Angeles Area

Strategy and Operations Consulting

Adjunct Professor, School of Cinematic Arts

Investment Consultant

Director of Digital Entertainment

Producer

Agent Trainee

USC Marshall School of Business

University of Southern California

Recommendations: 0

Entertainment

Television

Film

Video Games

Game Design

Digital Media

Content Strategy

New Media

w****[email protected]

Nico R. Sharp

Vice President , Private Client Advisor

Greater Los Angeles Area

Vice President , Private Client Advisor

Investment Consultant - Beverly Hills

Investment Advisor - Affluent Market

Senior Risk Ops Account Manager - Relationship Manager

Rutgers Chapter Past VP

Rutgers, The State University of New Jersey-Newark

Recommendations: 0

n****[email protected]

Carlyn Crisostomo

Research Associate

Greater Los Angeles Area

Research Associate

Co-founder, Chief Operating Officer

Investment Consultant, Performance and Analytics

University of California, Los Angeles - The Anderson School of Management

Tel Aviv University

University of Cape Town

Recommendations: 0

Personalized Medicine

Biotechnology

Clinical Research

Pharmaceutical Industry

Lifesciences

Drug Development

Strategic Planning

Project Management

Christine Lee, MS, RN, FNP-BC

Barry Simon

VP Resource Development

Greater Los Angeles Area

VP Resource Development

Introduction Leader

Independant Investment Consultant

Landmark Education

Portland State University

Recommendations: 0

Leadership

Investments

Fundraising

Public Speaking

Small Business

Strategic Planning

Portfolio Management

Management

b****[email protected]

Gabriel AIF®

Principal

Greater Los Angeles Area

Principal

Investment Consultant

Assistant Vice President

Arizona State University

Boston University - School of Management

University of Massachusetts, Amherst

Recommendations: 0

Investments

Finance

Retirement Planning

Financial Planners

Personal Financial Planning

Personal Tax Planning

s****[email protected]

Bryan Bishop, CRPC

Wealth Management Advisor

Greater Los Angeles Area

Wealth Management Advisor

Financial Consultant

President

Vice President, Treasurer & Professional/Business Development Chairman

Associate Vice President of Client Relations

Investment Consultant

Financial Advisor

Senior Account Manager & Team Manager

Financial Advisor Assistant

University of Southern California

Phillips Andover Academy

Wellesley High School

Recommendations: 0

b****[email protected]

Family Nurse Practitioner- Family Medicine Practice

Greater Los Angeles Area

Family Nurse Practitioner- Family Medicine Practice

Family Nurse Practitioner- Sports Medicine and Orthopedic Surgery

Family Nurse Practitioner and Medical Office Manager- Internal Medicine Practice

Family Nurse Practitioner Student (MS/BS)

Financial Consultant

Registered Client Service Associate

Licensed Personal Banker

Investment Consultant

Medical Office Manager

MGH Institute of Health Professions

Occidental College

The Commonwealth School

Newton South High School

Recommendations: 0

Family Nurse Practitioner

Family Primary Care

Inpatient

Nursing Care

ACLS

EMR

Cpr Certified

BLS

Kerry Endert

General Counsel

Greater Los Angeles Area

General Counsel

Associate Attorney

Real Estate Legal Specialist

Internal Auditor

Law Clerk

Paralegal

Assistant Investment Consultant

Loyola Law School, Loyola Marymount University

University of California, Berkeley

Recommendations: 0

Apparel

Trademarks

Marketing

Licensing

Corporate Law

Legal Writing

Trademark Infringement

Due Diligence

k****[email protected]

Geeta Radia

Investment Consultant

Greater Los Angeles Area

Investment Consultant

Building Services Area Manager

Hornsey School for Girls, London, England

Recommendations: 0

Negotiation

Sales

Customer Service

Training

Management

Strategic Planning

Leadership

Recruiting

r****[email protected]

Brian Noh

Vice President, Commercial Real Estate

Greater Los Angeles Area

Vice President, Commercial Real Estate

Commercial Real Estate Instructor & Trainer

Commercial Real Estate Broker

Sr. Investment Consultant

University of California, Irvine

Recommendations: 0

Commercial Real Estate

Real Estate

Investment Properties

Residential Homes

Investors

Due Diligence

Single Family Homes

Sales

b*****@nohco.com

Benny Chavez

Vice President of Business Development

Greater Los Angeles Area

Vice President of Business Development

Real Estate Investment Consultant

Realtor

Long Beach City College

Recommendations: 0

Short Sales

REO

Sellers

First Time Home Buyers

Investment Properties

Real Estate

Single Family Homes

Condos

b*****@bennychavez.com

Marina Batliwalla

Principal and Investment Consultant

Greater Los Angeles Area

Principal and Investment Consultant

Manager, Financial Analysis

Actuary

Macquarie University

Geelong Grammar School

Recommendations: 0

Rico Tarver

ABOM

Greater Los Angeles Area

ABOM

Branch Manager

Investment Consultant

Regional Manager, Financial Wholesaler, Assistant Vice President

Business Development Specialist/Internal Wholesaler

Mobile Marketing Manager

sales rep

Northwestern University

Recommendations: 0

Corporate Finance

Fine Art

Management Consulting

Asset Management

Business Development

Business Planning

Finance

Financial Analysis

f****[email protected]

Henry Tompkins

Principle

Greater Los Angeles Area

Principle

Tax Advisor, Investment Consultant

NORTHWESTERN CALIFORNIA SCHOOL OF LAW

University of California, Los Angeles

University of Southern California

Recommendations: 0

Estate Planning

Business Structuring

Investment and Taxation planning

Trusts

Wealth Management

Corporate Governance

Real Estate

Succession Planning

Matt Corbitt

Vice President - Investment Consultant

Greater Los Angeles Area

Vice President - Investment Consultant

Vice President | Institutional Sales

Associate | Institutional Sales

Principal

Investment Consultant

UCLA Anderson School of Management

University of Southern California

Recommendations: 0

Fixed Income

Financial Modeling

Financial Analysis

Equities

Investments

Credit Analysis

Trading

Capital Markets

Mazen Asaad

Credit Officer

Greater Los Angeles Area

Credit Officer

Senior Credit Analyst

Summer Associate

Participant Financial Consultant

Investment Consultant

Account Executive

Financial Consultant

Brokerage Intern

Sales Assistant Intern

University of North Carolina at Chapel Hill

University of California, Riverside

Servite High School

Recommendations: 0

Financial Analysis

Private Equity

Bloomberg

Series 7

Finance

Investments

Series 63

Asset Allocation

Ursula Hill

Investment Consultant

Greater Los Angeles Area

Investment Consultant

Account Executive Investments and Employee Benefits

Account Manager, Avantgarde

Associate Director

CAIA Association

SFAA/AZEK CEFA

SFAA/AZEK Finance and Investment

Recommendations: 0

Portfolio Management

Investments

Alternative Investments

Asset Management

Asset Allocation

Investment Strategies

Equities

Hedge Funds

u****[email protected]

Randa Jhu

Registered Client Service Associate

Greater Los Angeles Area

Registered Client Service Associate

Company Name Merrill Lynch

Investment Consultant

UC Irvine

Recommendations: 0

Financial Modeling

Financial Analysis

Valuation

Strategic Financial...

Investments

Fixed Income

r****[email protected]

Sean Renninger

Founder, President

Greater Los Angeles Area

Founder, President

Investment Consultant

Founder, President

Business Development

Creator / Founder

Pro Level Trainer

Strength & Conditioning Coach

Major League League Strength & Conditioning and Rehabillitation Coordinator

Strength & Conditioning Coach

Western Illinois University

California University of Pennsylvania

Pikes Peak Community College

St. Mary's High School

Recommendations: 0

Leadership

Management

Sales

Sales Operations

Account Management

Marketing

Non-profit Board Development

s****[email protected]

Michael HassanPour, Esq.

Attorney

Greater Los Angeles Area

Attorney

Attorney / Broker / Senior investment Consultant

Broker/Owner

Developer

Owner/Broker

Broker Associate

Senior Investment Consultant

Partner/General Manager

Business Broker

Owner Operator

Abraham Lincoln Law School

University of California, Los Angeles

California State University-Northridge

Alborz American College

Recommendations: 0

Real Estate Transactions

Income Properties

Real Estate

Investment Properties

Contract Negotiation

Real Estate Development

Negotiation

Residential Homes

Angelica L. Torres de Dominguez

Wonnie Kim

Real Estate Investment Consultant

Greater Los Angeles Area

Real Estate Investment Consultant

Specialist

Irvine University

University of California, Riverside

Recommendations: 0

Real Estate

Negotiation

Marketing

Leadership

Customer Service

Financial Analysis

Army

Contract Management

w****[email protected]

Michelle Padernal

Property Investment Consultant

Greater Los Angeles Area

Property Investment Consultant

Far Eastern University

Recommendations: 0

p****[email protected]

Sr. Registered Associate

Greater Los Angeles Area

Sr. Registered Associate

Personal Banker and Investment Consultant

Acct Assistant

Accounting Assistant

University of Redlands

California State University-Los Angeles

Recommendations: 0

Microsoft Excel

Community Outreach

Microsoft Office

Program Management

Risk Management

Strategic Planning

Technical Recruiting

Higher Education

a****[email protected]

Kevin B Howard

Registered Representative

Greater Los Angeles Area

Registered Representative

Investment Consultant

California State University-Fullerton

University of Oregon

Recommendations: 0

Wealth Strategies

Investments

Securities

ETFs

Equities

Stocks

Mutual Funds

Indexed Annuities

Paul Matheson

Investment Consultant

Greater Los Angeles Area

Investment Consultant

Investment Advisor

University of California, Berkeley

Recommendations: 0

Investment Advisory

Asset Management

Asset Allocation

Equities

Mutual Funds

Investments

Securities

Portfolio Management

p****[email protected]

Mike Safaie

Senior Sales Executive

Greater Los Angeles Area

Senior Sales Executive

Financial Solutions Advisor

Insurance/Financial Services Professional

Investment Consultant

California State University-Dominguez Hills

Recommendations: 0

CRM

Insurance

Financial Services

Sales

Business Development

Investments

Customer Satisfaction

Finance

Doug Decauwer

Vice President

Greater Los Angeles Area

Vice President

Investment Consultant

Account Executive

Financial Consultant

Arizona State University

Recommendations: 0

Investments

Insurance

Series 7

Retirement Planning

Retirement

Finance

Investment Advisory

Financial Planning

d****[email protected]

Spenser Davis, CFP®

Investment Consultant

Greater Los Angeles Area

Investment Consultant

Financial Advisor

Recruiting Assistant

Research Intern

University of California, Los Angeles

Granada Hills Charter High School

Recommendations: 0

Certified Financial Planner

h****[email protected]

Marguerite Chan

Investment Consultant

Greater Los Angeles Area

Investment Consultant

Recommendations: 0

Jannson Evans

Investment Consultant

Greater Los Angeles Area

Investment Consultant

Recommendations: 0