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
Jeff has 18+ years of experience in the investment advisory services industry. He is a Chartered Retirement Planning Counselor, an Accredited Asset Management Specialist, and an Accredited Wealth Management Advisor through the College for Financial Planning. As a previous financial advisor with Ameriprise Financial for 10 years, Jeff successfully co-managed and serviced approximately $220 million of client investment assets before starting JST Investment Consulting, Inc. (JST) in 2011. Jeff is a Fiduciary, the lead client advisor and business development manager for JST. Holding dual business...
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.
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...
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.
Ashley Bleckner (CRD# 6556257) is an Investment Advisor Representative working at Rs Crum Inc. in Newport Beach, CA and the greater Orange County area has over 4 year of experience in the finance industry. Ashley Bleckner 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 putclients' interests first and comply with the Financial...
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...
David Harris (CRD# 2288252) is an Investment Advisor Representative working at Harris & Associates in Manhattan Beach, CA and has over 25 years of experience in the finance industry. David Harris 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.
Spencer Kelly (CRD# 4741392) is an Investment Advisor Representative working at Regatta Capital Group, LLC in El Segundo, CA and has over 11 years of experience in the finance industry. Regatta Capital Group provides investment management and financial planning advice to individuals, families, business owners and endowments. The firm’s dedication to providing exceptional personalized service, world-class money management, niche investment offerings and unparalleled independence differentiates Regatta from its peers.