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
Greyfox Investors LLC is an independent portfolio and wealth management firm based in Ojai, California. Greyfox was born out of dissatisfaction with the current landscape of the financial industry, where profits are valued over providing sound advice. Unlike brokers we do not accept compensation for selecting certain funds, or make money by trading your account. Our goal is to align our interests with the client; a better way to ensure the client receives objective and sound advice.
Our work is focused in the following three areas:
Helping non-profits and endowments allocate and invest...
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.
Juan Ros (CRD# 6028956) is an Investment Advisor Representative working at Lamia Financial Group, Inc. in Thousand Oaks, CA and has 6 years of experience in the finance industry. Juan Ros 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Alexander Cooke (CRD# 4325623) is the Director of Portfolio Managment at Fairfield, Bush & Company in Los Angeles, CA and has over 17 years of experience in the finance industry.
Richard Winer (CRD# 2317830) is the founder, president and CEO of Winer Wealth Management, Inc. in Woodland Hills, CA and has over 21 years of experience in wealth management and financial planning.
As president and CEO of Winer Wealth Management, Rich oversees the financial affairs of a select group of individuals and families in Los Angeles and throughout the United States. His clients include actors, composers, producers, directors, managers, agents and musicians, as well as successful professionals, retirees and business owners from outside the entertainment industry. As a former professional...
Christopher Browning (CRD# 4786391) is an Investment Advisor Representative working at Western International Securities in Westlake Village, CA and has over 9 years of experience in the finance industry.