Wealth Advisor - Oakwood Capital Management LLC

Wealth Advisor - Oakwood Capital Management LLC

Years in Practice: 7

Years with Current Firm: 4

Assets Under Management in 2017: $15.8 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 provides new business development support by preparing and presenting proposals for prospective clients. He is a Certified Financial Planner, a member of the Financial Planning Association, holds the Series 65 security license.

Kayajanian has been integral in bringing Oakwood Capital Management into the digital age. He has helped the firm connect with a younger demographic of Los Angeles individuals through a unique digital wealth platform Acorn, and taken the lead in adding full comprehensive financial planning as a service for Oakwood’s client base. He has also taken the initiative to train associate in new financial planning technologies such as eMoney advisor, while constantly being Oakwood’s go-to for deeper and more complex tax planning, investment planning, and estate planning questions.

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