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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
Peter Gardiner (CRD# 1297370) is an Investment Advisor Representative working at The Investment House LLC in Venice, CA and has over 29 years of experience in the finance industry.
Joshua Steen (CRD# 6004775) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Venice, CA and has over 12 years of experience in the finance industry.
Xin Dean (CRD# 7369543) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Venice, CA and has over 2 years of experience in the finance industry.
Aleksandar Kelly (CRD# 7862362) is an Investment Advisor Representative working at Life Unlocked Partners LLC in Venice, CA and has 1 year of experience in the finance industry.
Mark Nedlin (CRD# 4045674) is an Investment Advisor Representative working at Mgn And Co LLC in Venice, CA and has over 4 years of experience in the finance industry.
Jason Rounick (CRD# 7778645) is an Investment Advisor Representative working at Rounick Capital Management LLC in Venice, CA and has 1 year of experience in the finance industry.
Mark Tennenbaum (CRD# 7497529) is an Investment Advisor Representative working at Life Unlocked Partners LLC in Venice, CA and has over 2 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...