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
James Skorheim (CRD# 6384003) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Niguel, CA. Mr. Skorheim is a Certified Public Accountant (CPA Lic# 122409) and Certified Valuation Analyst (CVA# 61431) at the public accounting firm of Skorheim & Associates, AAC in Laguna Niguel, CA.
I started contributing to my firm's 401(k) plan early and have already seen the many benefits that come with early planning and investing. I love helping others navigate the financial markets. I enjoy helping others look at their overall financial picture from...
Jeff Tilson (CRD# 4504995) is an Investment Advisor Representative working at JST Investment Consulting in Seal Beach, CA and has over 18 years of experience in the finance industry. He is a Chartered Retirement Planning Counselor, an Accredited Asset Management Specialist, and an Accredited Wealth Management Advisor through the College for Financial Planning. Jeff is also a Certified Investment Management Analyst candidate through the Investment Management Consultants Association. (expected completion 2018). As a previous financial advisor with Ameriprise Financial for 10 years, Jeff successfully...
David Fried is an Investment Advisor Representative working at Fried Asset Management, Inc. in Santa Monica, CA and has 20 years of experience in the finance industry.
A Cornell graduate, David Fried is one of the few money managers to have also founded a company listed in Inc. Magazine’s annual “Inc. 500” list of the 500 fastest growing private companies (1989).
Mr. Fried is allso the editor and publisher of The Buyback Letter, the only investment newsletter devoted to finding opportunities among companies that repurchase their own stock. His asset management firm – Fried Asset Management, Inc....
At Dash Investments, we specialize in managing assets for private individuals with a focus on retirement planning and investment advisory services for those near to or in retirement. Individuals who have experienced major life events (such as the sale of a business, inheritance or retirement) retain our services in order to conservatively grow the value of their assets, while drawing on them to support their desired lifestyle.
Morris Amiri (CRD# 4266581) is an Investment Advisor Representative working at Dash Investments in Beverly Hills, CA and has over 20 years of experience in the finance...
Roger Conde (CRD# 2477484) is an Investment Advisor Representative working at California Retirement Advisors in El Segundo, CA and has over 22 years of experience in the finance industry.
We focus on the individual and start from the basics which is gathering data, creating a plan from which together with our clients we develop the portfolio to meet the objectives and goals we are trying to achieve.
Pietro Nicolai (CRD# 6127754) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Bellflower, CA and has over 4 years of experience in the finance industry.
Hello. We’re Equalis Financial and we have the financial help you’re looking for.
Focused whole-heartedly on the principle of equality, we’re an independent, fee-only firm specializing in financial planning and investment management services for the LGBTQ community, women, and young professionals.
We believe such individuals deserve fair access to financial advisement that fits their unique needs with sexual orientation, marital status, or net worth appearing as no basis for discrimination. This is too often the case in the black-and-white world of financial planning, but not here.