-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Daniel Horgan (CRD# 1620034) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newport Beach, CA and has over 37 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.
Mira Abas (CRD# 5779397) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Los Angeles, CA and has over 12 years of experience in the finance industry.
Dane Abbott (CRD# 5619105) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Angeles, CA and has over 15 years of experience in the finance industry.
Alen Abrahimian (CRD# 6164184) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA and has over 11 years of experience in the finance industry.
John Acker (CRD# 3024367) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Angeles, CA and has over 26 years of experience in the finance industry.
Jose Acosta (CRD# 5903526) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA and has over 11 years of experience in the finance industry.