Top Wealth Advisors in Greater Los Angeles Area
Brad CFP®
Regional Planning Consultant
Greater Los Angeles Area
Regional Planning Consultant
Certified Financial Planner
Wealth Advisor, Certified Financial Planner™, and Accredited Investment Fiduciary™
Certified Financial Planner™ and Accredited Investment Fiduciary™
University of California, Santa Barbara
College for Financial Planning
UC Irvine
Recommendations: 19
Strategic Financial Planning
Investments
Mortgage Lending
Finance
Wealth Management
Strategy
Financial Goals
Leadership
Jason Lane, MBA
Director of Asset Management Sales, North America - Western States
Greater Los Angeles Area
Director of Asset Management Sales, North America - Western States
Chief Financial Officer/Controller
Wealth Advisor
Senior Sales Executive - US Western Region
Director, Business Development
Regional Sales & Marketing Director
Senior Portfolio Analyst
Director, Client Service
Western Connecticut State University
Oregon State University
Recommendations: 7
Salesforce.com
Microsoft Office
Due Diligence
Software Sales
Software Training
Scheduling
Organizational Development
Credit Risk
j****[email protected]
Erick Arndt
Wealth Advisor & Retirement Plan Consultant
Greater Los Angeles Area
Wealth Advisor & Retirement Plan Consultant
Founder
Founder
Investment Advisor
Management Consultant
Management Consultant
University at Albany, SUNY
University at Albany, SUNY
Recommendations: 6
Financial Advisory
Wealth Management
401k
401k Rollovers
Alternative Investments
Family Office
Personal Financial Planning
Estate Tax Planning
e****[email protected]
e****[email protected]
Laine Rinker
Mortgage Broker
Greater Los Angeles Area
Mortgage Broker
Wealth Advisor
Wealth Management Advisor
Branch Manager
SR. Loan Officer
Sr. Loan Officer
Loan Officer
Real Estate Sales-
California State University Fullerton
University of Florida
Recommendations: 3
Financial Management
Golf
Tennis
Retirement Planning
Financial Planning
Retirement
Wealth
Wealth Management
l*****@rinkerfinancial.com
Jeff Jones
Growth Advisor
Greater Los Angeles Area
Growth Advisor
Vice President & Engagement Partner
Private Wealth Advisor
University of California, Santa Barbara
Recommendations: 2
Venture Capital
Start-ups
Entrepreneurship
Strategic Partnerships
Financial Modeling
Mergers
Due Diligence
Finance
j*****@growthink.com
Ray C. Cherry
Vice President & Private Wealth Advisor
Greater Los Angeles Area
Vice President & Private Wealth Advisor
Vice President
University of Arizona
Recommendations: 1
Estate Planning
High Net Worth Individuals
Credit
Investments
Series 7
Wealth Management Services
Wealth Management
Trust Services
r****[email protected]
Michael Dinardo
VP - Wealth Advisor
Greater Los Angeles Area
VP - Wealth Advisor
VP - Wealth Insurance Specialist
SVP
Owner/President
San Diego State University-California State University
Recommendations: 1
High Net Worth Individuals
Insurance
Life Insurance
Financial Services
Wealth
Series 7
Wealth Management
Financial Planners
m****[email protected]
Anna Freszals
Real Estate Agent
Greater Los Angeles Area
Real Estate Agent
Founder
ACC Coach Education Program
Branch Manager
Associate Wealth Advisor
Financial Advisor
Kyung Hee University
London Guildhall University
Lunds universitet / Lund University
Stockholms universitet / Stockholm University
Recommendations: 1
Coaching
Leadership Development
Management Consulting
Executive Coaching
Succession Planning
Organizational Development
Performance Management
Personal Development
a****[email protected]
Chris Barra
Adjunct Professor, Dept. of Military Science
Greater Los Angeles Area
Adjunct Professor, Dept. of Military Science
Senior Vice President - Investments / Private Wealth Advisor
Vice President
Institutional Sales Representative
Sales Representative
Field Artillery Officer
United States Army War College
American Public University System
Command and General Staff College
University of California, Los Angeles - The Anderson School of Management
United States Military Academy at West Point
Livingston High School
Recommendations: 0
Pilar Pettys
Vice President, Private Wealth Advisor
Greater Los Angeles Area
Vice President, Private Wealth Advisor
Vice President, Senior Private Banker
Vice President, Senior Private Banker
Vice President, Senior Private Banker
Vice President, Private Banker
The Ohio State University
Recommendations: 0
Credit
Loans
Banking
Mortgage Lending
Consumer Lending
Small Business Lending
Portfolio Management
Credit Analysis
p****[email protected]
Ryan Adams
Wealth Advisor
Greater Los Angeles Area
Wealth Advisor
Tech Recruiter
Associate Director
CEO
Creator
Tech Recruiter
Carshalton College
Recommendations: 0
r****[email protected]
Andrew Buchanan
Director
Greater Los Angeles Area
Director
Managing Partner
Regional Business Director
Private Wealth Advisor
US Navy SEAL
University of Southern California - Marshall School of Business
University of Pennsylvania - The Wharton School
Recommendations: 0
Management
Retirement Planning
Series 7
Wealth Management
Leadership
Asset Allocation
Analytics
Sales
a****[email protected]
a****[email protected]
Lisa Amster
Executive Director, Private Wealth Advisor
Greater Los Angeles Area
Executive Director, Private Wealth Advisor
Director
Vice President
University of California, Berkeley
Recommendations: 0
l****[email protected]
Clarice Couey, CRPC
Private Wealth Advisor
Greater Los Angeles Area
Private Wealth Advisor
University of California, Santa Barbara
University of San Francisco
Recommendations: 0
Retirement Planning
Investment Advisory
Retirement
Securities
Estate Planning
Insurance
Small Business
Finance
c****[email protected]
James Klein
Executive Director, Private Wealth Advisor
Greater Los Angeles Area
Executive Director, Private Wealth Advisor
First Vice President
Stanford University
Recommendations: 0
j****[email protected]
Jerry Gallagher
Executive Director, Private Wealth Advisor
Greater Los Angeles Area
Executive Director, Private Wealth Advisor
Germantown Academy
United States Naval Academy
University of Southern California - Marshall School of Business
Recommendations: 0
g****[email protected]
Christopher Bannon
Senior Financial Advisor
Greater Los Angeles Area
Senior Financial Advisor
Volunteer Board Member
Financial Strategist
Private Wealth Advisor
Recommendations: 0
c****[email protected]
Ke (Tony) Zhang
Board Member
Greater Los Angeles Area
Board Member
Mentor
Private Wealth Advisor
Summer Associate
Managing Director-China
Global Management Trainee
University of Oklahoma
University of Southern California - Marshall School of Business
Xi'an International Studies University
Recommendations: 0
t****[email protected]
Andrew Welzel
Senior Wealth Advisor
Greater Los Angeles Area
Senior Wealth Advisor
Regional Director
Sr. Vice President
The University of Chicago Booth School of Business
Georgetown University
Recommendations: 0
Financial Advisory
Wealth Management
Investments
Finance
Estate Planning
Asset Management
a****[email protected]
Michael CFP®
Vice President | Executive Planning Consultant
Greater Los Angeles Area
Vice President | Executive Planning Consultant
Senior Wealth Advisor
Wealth Manager
Vice President
Financial Advisor
University of North Texas
The University of Dallas
Recommendations: 0
CERTIFIED FINANCIAL...
Series 7
Asset Allocation
Wealth Management
Series 63
Investments
Mutual Funds
Portfolio Management
m****[email protected]
Richard A. Downer
First Vice President, Wealth Advisor
Greater Los Angeles Area
First Vice President, Wealth Advisor
Pepperdine University, The George L. Graziadio School of Business and Management
University of California, Los Angeles
Recommendations: 0
d****[email protected]
Lee Dover
Private Wealth Advisor
Greater Los Angeles Area
Private Wealth Advisor
University of Oklahoma
Washington High School
Recommendations: 0
l****[email protected]
Barry Monblatt
Retired
Greater Los Angeles Area
Retired
Wealth Advisor
Rider University
Recommendations: 0
l****[email protected]
Hans Maentz
Senior Vice President, Private Wealth Advisor
Greater Los Angeles Area
Senior Vice President, Private Wealth Advisor
Private Client Services
Director of Major Gifts
University of Southern California - Marshall School of Business
Cornell University
The Hill School
St George's School
Recommendations: 0
h*****@cornell.edu
Amy Born
Senior Vice President, Wealth Strategies
Greater Los Angeles Area
Senior Vice President, Wealth Strategies
Executive Director
New Accounts Supervisor
Manager, Investment Advisory Services
Portfolio Associate
Senior Manager, Investment Advisory Services
Managing Director, Senior Wealth Advisor
San Diego State University-California State University
Recommendations: 0
a*****@acaciawealth.com
Mikey Tanha
President
Greater Los Angeles Area
President
Partner
President
Private Wealth Advisor
CFO / Partner
University of California, Los Angeles
Recommendations: 0
t****[email protected]
Jonathan Gerber
Wealth Advisor, CPA, Masters Degree in Taxation
Greater Los Angeles Area
Wealth Advisor, CPA, Masters Degree in Taxation
Tax Partner
CPA
USC Marshall School of Business
New York University - Leonard N. Stern School of Business
Machon Lev (Jerusalem College of Technology)
Recommendations: 0
j*****@gerberco.com
Ron Leibovici
Vice President - Senior Wealth Advisor
Greater Los Angeles Area
Vice President - Senior Wealth Advisor
First Vice President - Private Bank Relationship Manager
JP Morgan Private Client Advisor- VP Investments
Vice President- Relationship Manager- Private Banker
AVP
Syracuse University - Martin J. Whitman School of Management
University of California, Santa Barbara
Recommendations: 0
Wealth Management
Strategic Financial...
Investments
Asset Management
Banking
Investment Management
Credit
Financial Analysis
r****[email protected]
Rick Keller
Managing Director-Weath Management, Private Wealth Advisor
Greater Los Angeles Area
Managing Director-Weath Management, Private Wealth Advisor
Managing Director
Managing Director
Kellogg Graduate School of Management
UC Berkeley
Loyola High School
Recommendations: 0
r****[email protected]
Jeff CFP®
Chief Investment Officer & Wealth Advisor
Greater Los Angeles Area
Chief Investment Officer & Wealth Advisor
Texas Tech University School of Law
Texas Tech University
University of California, Irvine
Recommendations: 0
j****[email protected]
John Andraos
Wealth Advisor
Greater Los Angeles Area
Wealth Advisor
MGA
CEO/Founder
BGA
GA/CEO
GA/CEO of ACM
Glendale Community College
Recommendations: 0
Retirement
Disability Insurance
Life Insurance
Insurance
Estate Planning
Fixed Annuities
Strategic Financial Planning
Wealth Management
j****[email protected]
Jeffrey Hunter
Senior Vice President - Wealth Management & Private Wealth Advisor
Greater Los Angeles Area
Senior Vice President - Wealth Management & Private Wealth Advisor
First Vice President
Investment Associate
University of Utah
Weber State University
Recommendations: 0
Investments
Wealth Management
Securities
Financial Services
Estate Planning
Mergers & Acquisitions
Portfolio Management
Equities
j****[email protected]
Stephen Shanklin, CIMA®
Vice President, Wealth Advisor
Greater Los Angeles Area
Vice President, Wealth Advisor
California State University-Long Beach - College of Business Administration
University of Pennsylvania - The Wharton School
Recommendations: 0
s****[email protected]
Matt Kuhn, CFA
Personal Wealth Advisor
Greater Los Angeles Area
Personal Wealth Advisor
Captain
Wright State University
Saint Louis University
Recommendations: 0
m*****@harrisfinancial.net
Cory Chapman
Retirement Specialist
Greater Los Angeles Area
Retirement Specialist
Retirement Specialist and Wealth Advisor
Finanical Advisor
Recommendations: 0
Customer Service
Sales
Leadership
Project Planning
Team Building
Training
c*****@efcwealthgroup.com
Edward Kelly, CFP, CLU, ChFC
Private Wealth Advisor
Greater Los Angeles Area
Private Wealth Advisor
Platinum Financial Services Advisor
Gold Team Advisor
Vice President
CSUDH
University of California, Los Angeles
Riviera, South High
Riviera, South High
Recommendations: 0
e****[email protected]
Cristin Harris Rigg, CFP®, CDFA
Personal Wealth Advisor
Greater Los Angeles Area
Personal Wealth Advisor
Director of Education
University of California, Los Angeles
California State University-Dominguez Hills
Recommendations: 0
c****[email protected]
Steven Westerman
Senior Vice President - Private Wealth Advisor
Greater Los Angeles Area
Senior Vice President - Private Wealth Advisor
Private Banking - Associate
Analyst - Equity Derivatives & Fixed Income
Intern
University of Southern California - Marshall School of Business
University of Michigan
Recommendations: 0
s****[email protected]
s****[email protected]
Frank Edsall III
Wealth Advisor Consultant
Greater Los Angeles Area
Wealth Advisor Consultant
Managing Regional Director
Regional Vice President
Regional Vice President
Financial Advisor
Regional Marketing Director
National University
California State University San Marcos
Recommendations: 0
Series 63
Mutual Funds
Series 6
Management
Retirement Planning
Insurance
Separately Managed Accounts
Series 7
f****[email protected]
John Privitelli, CFP
Wealth Advisor, Senior Vice President
Greater Los Angeles Area
Wealth Advisor, Senior Vice President
University of Southern California
Recommendations: 0
j****[email protected]
Frank Malone
Managing Director - Wealth Management, Private Wealth Advisor
Greater Los Angeles Area
Managing Director - Wealth Management, Private Wealth Advisor
Private Wealth Advisor
Vice President
Financial Analyst
Duke University - The Fuqua School of Business
University of Notre Dame
Recommendations: 0
