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Distance Metro area (25 miles)
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COMPENSATION Either
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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
Aaron Cohen (CRD# 7254840) is an Investment Advisor Representative working at Marest Capital, LLC in Tarzana, CA and has over 3 years of experience in the finance industry.
Benjamin Cohen (CRD# 7823745) is an Investment Advisor Representative working at Marest Capital, LLC in Tarzana, CA and has 1 year of experience in the finance industry.
Arij Ezz Eldine Chehayeb (CRD# 7474786) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tarzana, CA and has 1 year of experience in the finance industry.
Donavyn Hardy (CRD# 6939616) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tarzana, CA and has over 5 years of experience in the finance industry.
Yeznik Kazanjian (CRD# 4758344) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Tarzana, CA and has over 20 years of experience in the finance industry.
Nicholas Rich (CRD# 4237918) is an Investment Advisor Representative working at Frew Street Capital in Tarzana, CA and has over 20 years of experience in the finance industry.
Frederick Stahl (CRD# 5251246) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Tarzana, CA and has over 17 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.
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