Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Bonar Chhay (CRD# 5037260) is an Investment Advisor Representative working at Felicitas Investors LLC in Los Angeles, CA and has over 10 years of experience in the finance industry. Mr. Chhay specializes in alternative investments.
Marc Russell (CRD# 5020992) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 10 years of experience in the finance industry.
Marc co-founded AdvicePeriod in 2013 after serving as a Managing Director at Convergent Wealth Advisors. He believes that clients are best served by an advisor who truly integrates all facets of their financial lives including investment strategy, cash flow planning, taxes (estate, gift, and income), philanthropy, and family governance.
Marc graduated cum laude from Amherst College and obtained an MBA from the Wharton...
At Pathway Financial Services, we understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives. Whether you're saving for a new home or retirement or seeking estate planning advice, we provide personalized service offering experience and expertise to deliver desired results as a companion guide on your pathway to financial freedom.
We'll help you make better financial decisions. It's easier than you think! Contact us now for more...
John Agnew (CRD# 6383962) is an Investment Advisor Representative working at Morgan Stanley in Los Angeles, CA and has over 4 years of experience in the finance industry. John Agnew has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jerome is an Independant Registered Investment Advisor working with Financial West Group in Los Angeles (Brentwood). His areas of expertise include:
- Income Investing
- Tax Planning Strategies
- Insurance - Annuities, Life, Long-term care