The number of millionaires in the US increased from 3.5 million in 2010 to about 18 million this year. That’s about 40% of the world’s total. And according to TNS Financial Services, more than 268,000 of those millionaires live in Los Angeles County. That’s more than in any other county in the nation.
Meanwhile, recent developments in the fintech market have helped to open up new private wealth management products and services to people with smaller amounts of disposable income, so wealth management is no longer just for the very wealthy.
Those factors are also an indicator of the important role wealth managers play, in terms of our financial landscape overall.
For this issue, we’ve reviewed the careers of many of the most notable wealth management professionals in the region and have selected many of them to be showcased here. Listed alphabetically, you’ll find some of Los Angeles’ leading experts on the subject, along with brief bios and information on their careers and specialties.
Congratulations to each of the superb professionals who made this list and thank you for your contributions to our financial community.
Best regards,
Josh Schimmels
Publisher & CEO
