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Thursday, Mar 28, 2024

Most Influential Wealth Managers: Max Kayajanian

Max Kayajanian

Vice President – Wealth Advisor

Oakwood Capital Management LLC

ASSETS UNDER MANAGEMENT: $31 million

Max Kayajanian joined Oakwood Capital Management in 2014. A member of the Advisory and Financial Planning department, he is responsible for comprehensive financial planning and relationship management for Oakwood’s current clients. He presents Oakwood’s services and strategies to individuals throughout the United States. He is a Certified Financial Planner, a member of the Financial Planning Association, holds the Series 65 security license.

As the youngest member of Oakwood’s advisory team, Kayajanian has been integral in providing financial planning solutions to a new generation of Angelenos. Working with young entrepreneurs, artists, and professionals, he has helped to build a financial roadmap that will serve these individuals throughout their careers. Providing financial education has always been a passion of his, and this personal touch allowed him to double his practice in 2018. He now serves generations of families, all of which have unique investing and planning needs.

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