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
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.
Daniel Fillinger (CRD# 4823759) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Malibu, CA and has over 12 years of experience in the finance industry. Daniel Fillinger 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.
Blake Ribnick (CRD# 5860087) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Malibu, CA and has over 5 years of experience in the finance industry.