The right wealth management professional does more than advise you regarding how to invest your money. He or she – and the financial institutions they represent – can genuinely prepare your entire family for financial stability and fiscal comfort for generations to come, and offer highly personalized plans for investing, charitable giving, and other specific needs.
There are some truly outstanding professionals making up the Los Angeles wealth management landscape.
We’ve shone the spotlight on some of the very best of them here, along with information about their careers, practice and a quick look at what makes them so good at what they do.
Congratulations to the trailblazing professionals who made this list and thank you for your contributions to the local economy and the financial stability of the individuals and families that live here.
Methodology: The professionals featured in these pages did not pay to be included. Their profiles were drawn from nomination materials submitted to the Los Angeles Business Journal. Those selected for inclusion were reviewed by the editorial department and chosen based on a demonstration of impact made on the profession and on the Los Angeles community.