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...
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.
Brandon Averill (CRD# 5781614) is an Investment Advisor Representative working AWM Capital a division of Penniall & Associates in Pasadena, CA and has over 5 years of experience in the finance industry.
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.
Tadd Ekstrand (CRD# 5750892) is an Investment Advisor working at Invictus Asset Management LLC in Agoura Hills, CA and has over 8 years of experience in the finance industry. Tadd Ekstrand 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.
Dean Erickson (CRD# 1146314) is the owner, CEO and an Investment Advisor Representative working at Bionic Capital LLC dba Bionic Wealth Management in Los Angeles, CA. He has over 18 years of experience in the financial industry and has held the Chartered Financial Analyst designation since 1987.
Bionic Capital LLC is a leading edge, registered investment advisory firm created to serve the investment and wealth management needs of emerging affluent, affluent and high-net-worth individuals and families, endowments, pension funds, sovereign wealth funds and institutions around the world. We maintain...
,James Liotta, CFP®, AIF®, NSSA® (CRD# 4493058) is the President and Owner of Prominence Capital GP, LLC. a Registereed Investment Advisor in Beverly Hills California.
James began his career in 2002 with UBS PaineWebber in Los Angeles as a Financial Advisor. He became the third member of a three person team specializing in options strategies, small capitalization stocks, municipal bonds, and risk management strategies.
In 2005 he was recruited by Merrill Lynch and later again recruited by Wells Fargo Investments where he provided detailed financial plans and managed the portfolios of High...