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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- 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
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Samuel Hwang (CRD# 6196921) is an Investment Advisor Representative working at Ais Asset Management in Azusa, CA and has over 10 years of experience in the finance industry.
James Mayes (CRD# 2879995) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in Azusa, CA and has over 26 years of experience in the finance industry.
Timothy Moore (CRD# 1737557) is an Investment Advisor Representative working at Moore Money Advisory in Azusa, CA and has over 15 years of experience in the finance industry.
George Ottoson (CRD# 2902084) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Azusa, CA and has over 25 years of experience in the finance industry.
Albert Singleterry (CRD# 3112162) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Azusa, CA and has over 25 years of experience in the finance industry.
Tobin Wills (CRD# 2563557) is an Investment Advisor Representative working at Optima Capital LLC in Azusa, CA and has over 29 years of experience in the finance industry. Tobin Wills 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.
Marcos Celis Garcia (CRD# 7600582) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Azusa, CA and has over 2 years of experience in the finance industry.
Brandon is the Managing Partner at AWM Capital. Brandon loves the impact that he can have on the lives of the clients that he works with and supporting them in their growth whether that’s as an athlete or in building a company.
In 2016, Brandon was named by Investment News as one the top 40 financial advisers in the industry under age 40.
Before AWM, Brandon served as an assistant vice president with Union Bank’s Northern California Corporate Banking team. Earlier, he was a professional athlete having been drafted by the Houston Astros out of UCLA. While at UCLA, Brandon was the team’s...
Modern Assets helps progressives align their wealth with their deepest values. With impactful investing, straightforward fiduciary guidance, and a transparent, empathetic approach, we ensure your wealth mirrors your beliefs.
We offer personalized fee-only financial planning and investment management services that empower you to navigate the complexities of wealth while making a positive impact on the world.
Our commitment to an inclusive, holistic approach ensures stewardship that goes beyond the numbers. We ensure your finances echo your values, not just trends.
Join us on a financial...
Michael Aaron (CRD# 2619073) is an Investment Advisor Representative working at Wedbush Securities Inc. in Los Angeles, CA and has over 28 years of experience in the finance industry.