TOP 30 Family wealth management in Los Angeles, California

185 results found

American Legacy Solutions is a reputable insurance agency located at 5775 East Los Angeles Avenue in Simi Valley, California. We specialize in providing a wide range of insurance solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families protect their assets and secure their financial future. Whether you are looking for life insurance, health insurance, or retirement planning services, we are here to help. Contact us today to schedule a consultation and discover how American Legacy Solutions can help you achieve peace of mind and financial security.

Opal Enriquez, Bankers Life Agent is an insurance agency located at 9301 Corbin Avenue in Los Angeles, California. As a trusted Bankers Life Agent, Opal Enriquez offers a range of insurance products and services to help individuals and families protect their financial well-being. With a focus on personalized service and expert advice, Opal Enriquez is dedicated to helping clients find the right insurance solutions to meet their unique needs. Contact Opal Enriquez, Bankers Life Agent today to learn more about how they can help you secure your future.

Transamerica Agency Network is a leading insurance agency located at 21600 West Oxnard Street in Los Angeles, California. Our dedicated team of professionals is committed to providing top-notch insurance products and services to meet the individual needs of our clients. With a focus on integrity, innovation, and excellence, we strive to build lasting relationships with our customers and help protect what matters most to them. Whether you are looking for life, health, or retirement insurance, Transamerica Agency Network is here to help you secure your future. Contact us today to learn more about our comprehensive insurance solutions.

Jack Freimann, MD is a renowned institution located at 8135 Painter Avenue in Whittier, California, United States. Dr. Jack Freimann Jr. has been providing top-quality care to his patients for nearly two decades, with a strong focus on hospital leadership. As a triple-board-certified specialist in internal medicine, medical oncology, and hematology, Dr. Freimann brings a wealth of expertise to his practice. He has held leadership positions at Presbyterian Intercommunity Hospital and Whittier Hospital Medical Center, and has presented research at prestigious medical conferences. Dr. Freimann's areas of interest include breast cancer, colorectal cancer, lung cancer, prostate cancer, and lymphoma. Outside of his practice, Dr. Freimann enjoys spending time with his family in Whittier and cheering on the Los Angeles Angels of Anaheim. His love for the outdoors includes skiing, camping, and fishing in the High Sierras. Patients can trust in Dr. Freimann's dedication to their health and well-being.

Santa Clarita Pediatrics: Vadapalli Sunanda R MD is a leading health institution located at 23823 Valencia Boulevard in Santa Clarita, California. Dr. Vadapalli, along with her team of expert pediatricians including Dr. Yen, Dr. Alessi, Dr. Grino, and Dr. Peters, provide top-quality care for children in the Santa Clarita Valley. Dr. Vadapalli has a wealth of experience, having graduated from the University of Missouri-Kansas City School of Medicine and completed her residency at Children's Hospital Los Angeles. Dr. Yen, Dr. Alessi, Dr. Grino, and Dr. Peters also bring a diverse range of expertise to the practice, ensuring that your child receives the best possible care. The team is dedicated to providing personalized care to each patient and is committed to keeping families informed and involved in their health care journey. In addition to their expertise, the team at Santa Clarita Pediatrics also offers a convenient Patient Portal, allowing patients to easily communicate with the practice and manage their health care online. Contact Santa Clarita Pediatrics today to schedule an appointment and experience the exceptional care provided by Dr. Vadapalli and her team.

Merrill Lynch Financial Advisor Dahn Lincoln is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Dahn is a graduate of University of California, Los Angeles (UCLA) with a bachelor's degree in Business Economics. He has extensive experience in Financial Services and is fluent in Mandarin Chinese and Japanese. Dahn focuses on helping individuals and families develop personalized plans and strategies through a transparent Goals-Based Wealth Management process. By leveraging the investment insights of Merrill and banking convenience of Bank of America, Dahn aims to provide world-class service built on trust. He believes in constantly searching for the latest and best strategies to provide more value to clients. Dahn currently works out of the downtown San Jose office in Silicon Valley, Northern California. As a Registered Senior Wealth Management Client Associate at Merrill Lynch Wealth Management, Dahn takes the time to understand what's important to his clients and provides personalized investment strategies built around their priorities, risk tolerance, time horizon, liquidity needs, and goals. By listening to his clients and understanding their aspirations, Dahn helps them manage, grow, and preserve their wealth while considering the impact it can have for years to come. He believes in developing a financial approach that helps clients pursue their goals and offers sustainable and impact investing options. With access to the investment insights of Merrill and banking solutions from Bank of America, Dahn works with his clients to develop approaches designed to address their financial needs and help them achieve their goals. Through ongoing conversations and reviews, Dahn helps his clients stay on track to achieve what's most important to them. He believes in creating a financial approach that reflects his clients' personalities and life priorities, offering advice to help them address fluctuations in the market and changes in their lives. Working with a dedicated Merrill advisor means clients get personalized investment strategies from Merrill and access to comprehensive financial solutions from Bank of America. Merrill Lynch Financial Advisor Dahn Lincoln prioritizes building strong client relationships based on trust and personalized service, putting clients first every day.

Beacon Pointe Advisors is a finance institution located at 11601 Wilshire Boulevard in Los Angeles, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners focuses on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe offers a holistic approach to financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments. They also provide services such as charitable giving and education planning, values-based investing, life transition support, and financial planning for business owners and multi-generational family wealth. The team at Beacon Pointe looks forward to connecting with clients virtually or at their Los Angeles office to assist with investment portfolios and financial planning needs.

Morgan Stanley Financial Advisors is a prestigious finance institution located at 10960 Wilshire Boulevard in Los Angeles, California, United States. As a leading financial advisory firm, Morgan Stanley offers a wide range of services to help clients manage their wealth and achieve their financial goals. With a team of experienced and knowledgeable advisors, Morgan Stanley provides personalized investment strategies and financial planning solutions to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Morgan Stanley Financial Advisors can provide expert guidance and support to help you make informed decisions and secure your financial future.

Executive Financial Group - UBS Financial Services Inc. is a prestigious financial institution located at 1999 Avenue of the Stars in Los Angeles, California. As a leading provider of financial services, Executive Financial Group offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. With a team of experienced financial professionals, the institution is dedicated to providing personalized and comprehensive financial advice to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Executive Financial Group - UBS Financial Services Inc. is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Focus Financial Partners, LLC is a leading finance institution located at 10880 Wilshire Boulevard in Los Angeles, California, United States. With a strong commitment to providing personalized financial solutions to clients, Focus Financial Partners, LLC offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Focus Financial Partners, LLC is here to provide expert guidance and support.

Vaughan Capital Advisors, LLC is a reputable finance institution located at 11601 Wilshire Boulevard in Los Angeles, California, United States. With a focus on providing expert financial advice and services, Vaughan Capital Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. The team of experienced professionals at Vaughan Capital Advisors offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking for investment guidance, retirement planning, or wealth management services, Vaughan Capital Advisors is committed to delivering top-notch financial expertise and support.

Luis Toledo, Financial Consultant at PHP People Helping People, is a trusted advisor located in Los Angeles, California. Specializing in finance, Luis Toledo provides expert guidance and personalized solutions to help individuals and businesses achieve their financial goals. With a focus on helping people succeed, Luis Toledo offers a range of financial services to support his clients in making informed decisions and securing their financial future. Visit him at 3415 South Sepulveda Boulevard to start your journey towards financial stability and success.

Bank of America Private Client Advisor Ashley Rochester, located at 2049 Century Park East in Los Angeles, California, is a finance institution offering personalized wealth management services. As a Senior Vice President and Private Client Advisor II, Ashley provides expert advice and guidance to high-net-worth individuals and their families, with a focus on clients in the real estate, art, and sports and entertainment industries. With two decades of banking experience, Ashley is known for his efficient problem-solving skills and passion for connecting with clients to meet their unique needs. He leads a team of specialists to offer strategies in areas such as investment management, estate planning, and customized lending solutions for luxury acquisitions. In addition to his professional work, Ashley is actively involved in community organizations supporting youth education and sports programs. Bank of America Private Bank has a long history of helping clients manage significant wealth and achieve their financial goals. The institution values innovation and strives to provide clients with disciplined financial strategies for the present and future. Please note that by visiting the institution's website, you may be directed to external sites for additional information.

Ronald Weckbacher is a reputable finance institution located at 1888 Century Park East in Los Angeles, California, United States. With a strong focus on providing expert financial advice and services, the institution is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, Ronald Weckbacher has a team of experienced professionals ready to assist you. Trust in Ronald Weckbacher for all your financial needs.

Bank of America Private Client Advisor Dega A Nalayeh, located at 2049 Century Park East in Los Angeles, California, is a finance institution dedicated to providing personalized wealth management services. Their team of experienced professionals is committed to building strong client relationships based on trust and personal experience. They take the time to listen and learn about each client and their family before creating customized strategies to meet their financial goals and best interests. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized approaches and resources to achieve financial objectives. Whether it's preserving wealth, building philanthropic legacies, or planning for future growth, their priority is making their client's goals a reality. The institution values innovation and constantly adapts to evolving markets and financial landscapes to provide disciplined financial strategies. It's important to note that they do not provide legal, tax, or accounting advice and clients should consult their advisors before making financial decisions. Additionally, they offer online behavioral advertising to provide information about products and services that may be of interest to clients.

Perry Financial Group - UBS Financial Services Inc. is a reputable financial institution located at 2000 Avenue of the Stars in Los Angeles, California, United States. Specializing in finance, this institution offers a range of services including wealth management, investment advice, and financial planning. With a team of experienced professionals, Perry Financial Group - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, this institution provides personalized solutions to meet your needs.

Impact Financial Group - UBS Financial Services Inc. is a leading finance institution located at 2000 Avenue of the Stars in Los Angeles, California, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, wealth management, or retirement planning, our institution is committed to delivering personalized solutions to meet your unique needs. Trust Impact Financial Group - UBS Financial Services Inc. to guide you towards financial success.

Dan Bessey is a finance institution located at 1888 Century Park East in Los Angeles, California, United States. The institution is led by Daniel Bessey, a Managing Director and Wealth Partner at J.P. Morgan Wealth Management. With over 25 years of investment experience, Dan works closely with business owners, entrepreneurs, and other wealth creators to help them grow, preserve, and transfer their wealth effectively. He provides insight, advice, and strategic guidance to high-net-worth individuals and families, drawing on his expertise in the capital markets. Prior to joining J.P. Morgan, Dan held positions at First Republic Private Wealth Management and Morgan Stanley Smith Barney, among others. He holds an M.B.A. in Finance and Investments from the University of Southern California and a B.A. in Economics from the University of California, Los Angeles. In his free time, Dan enjoys golfing, traveling, and spending time outdoors with his wife and children.

Lido Consulting is a leading finance institution located at 1875 Century Park East in Los Angeles, California, United States. With a team of expert financial advisors, Lido Consulting specializes in providing comprehensive wealth management services to high-net-worth individuals, families, and institutions. From investment management to tax planning, Lido Consulting offers personalized solutions to help clients achieve their financial goals and secure their financial future. With a commitment to excellence and integrity, Lido Consulting is dedicated to delivering exceptional service and results for their clients.

AdvicePeriod is a leading finance institution located at 2121 Avenue of the Stars in Los Angeles, California. Our team of experienced financial advisors provides personalized wealth management and investment strategies to help clients achieve their financial goals. With a focus on transparency and client education, we strive to empower individuals and families to make informed decisions about their finances. Contact us today to learn more about how AdvicePeriod can help you secure your financial future.

Bank of America Private Client Advisor Hitomi Okamoto is located at 2049 Century Park East in Los Angeles, California, United States. As a finance institution, we offer personalized strategies to meet the financial needs and goals of individuals, families, businesses, and institutions. With over 200 years of experience, our team at Bank of America Private Bank is dedicated to helping clients manage and grow their wealth, plan for the future, and achieve their financial objectives. We take the time to understand each client's unique situation before creating tailored strategies that prioritize their goals and best interests. Through a combination of personalized service and the resources of Bank of America, we strive to provide disciplined financial strategies that span generations. Our commitment is to make our clients' financial goals our top priority.

Epic Financial is a leading finance institution located at 269 Lorraine Boulevard in Los Angeles, California, United States. We offer a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Epic Financial can help you reach your financial objectives.

APIIS Financial, Inc is a leading finance institution located at 3435 Wilshire Boulevard in Los Angeles, California. With a strong focus on providing personalized financial solutions, APIIS Financial, Inc offers a wide range of services including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how APIIS Financial, Inc can help you reach your financial objectives.

Merrill Lynch Financial Advisor Jennifer L Gershon, located at 333 South Hope Street in Los Angeles, California, is a finance institution dedicated to helping clients manage their wealth effectively. With a deep understanding of each client's financial picture, Jennifer Gershon creates personalized strategies that adapt to changing market conditions. By offering access to investment insights from Merrill and banking solutions from Bank of America, clients can pursue their goals through tailored wealth management strategies. Committed to participating in the community, Jennifer Gershon volunteers with local organizations and prioritizes building relationships with clients based on their family, goals, and priorities. Through the Merrill Personal Wealth Analysis™ tool, clients can establish a plan centered on their objectives and aspirations.

Bank of America Private Client Advisor Nanette (Nan) M Salley-Gudaitis is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. Nan Salley, CAIA®, is a Managing Director and Private Client Advisor with Bank of America Private Bank, overseeing approximately $5.3 billion in client balances. With a team of specialists, Nan provides tailored financial solutions for business owners, corporate executives, and families. She has extensive experience in trust and estate planning, wealth structuring, credit solutions, investment management, and philanthropic guidance. Nan is dedicated to helping clients achieve their financial goals, transfer wealth, fulfill philanthropic objectives, and minimize wealth transfer taxes with professionalism and sensitivity. She holds a bachelor's degree in economics and business from UCLA and an M.B.A. from USC Marshall School of Business. Nan is a Certified Trust and Fiduciary Advisor and serves on the board of directors for the Long Beach Symphony. The team at Bank of America Private Bank is committed to building strong client relationships based on trust and personal experience, offering personalized financial strategies to meet clients' needs and goals. With a history of over 200 years, Bank of America Private Bank helps individuals, families, businesses, and institutions achieve their financial objectives through innovative and disciplined financial strategies. Note that the institution does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions.

Lenox Advisors is a leading financial institution located at 444 Flower Street in Los Angeles, California. As a trusted provider of financial services, Lenox Advisors offers expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Lenox Advisors is committed to delivering exceptional service and innovative strategies to help clients navigate the complexities of the financial world. Whether you are planning for retirement, managing investments, or seeking insurance solutions, Lenox Advisors is dedicated to helping you secure a prosperous future.

Merrill Lynch Financial Advisor Keith T Tanabe is a prestigious finance institution located at 333 South Hope Street, Los Angeles, California, United States. Our group caters to a national clientele with sophisticated wealth management needs and investment requirements. With decades of experience, we focus on clear personalized strategies that prioritize the best interest of our clients above all else. Our team, Tanabe, McMahon, Tanimoto, Farmer & Holcher Group, is supported by talented specialists who are committed to guiding investment programs and strategic decision making for institutions and high net worth individuals and families. We work closely with clients to craft customized strategies to help them pursue their financial goals. As a Bank of America Global Institutional Consultant and Retirement Benefits Consultant, our team is among a select group of highly qualified professionals who provide in-depth knowledge and customized service to navigate today's financial landscape. Recognized by Barron's, Financial Times, and Forbes for our excellence in wealth management, we are dedicated to building strong client relationships based on trust and personalized service. Please note that Keith does not provide tax advice in his current role with Merrill.

Credence Financial Group is a reputable finance institution located at 3435 Wilshire Boulevard in Los Angeles, California, United States. With a strong focus on providing top-notch financial services, Credence Financial Group offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you need help with investments, retirement planning, or wealth management, the experienced team at Credence Financial Group is dedicated to providing personalized and expert guidance to help you navigate the complexities of the financial world. Trust Credence Financial Group to be your partner in financial success.

Greater Pacific Solutions Financial and Insurance Services is a reputable institution located at 3435 Wilshire Boulevard in Los Angeles, California, United States. As a finance and insurance agency, we are dedicated to providing our clients with top-notch financial solutions and insurance services tailored to meet their specific needs. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Greater Pacific Solutions is here to help. Contact us today to learn more about how we can assist you in securing your financial future.

Merrill Lynch Financial Advisor Miguel D. Sanchez is a Senior Vice President, Senior Financial Advisor, and founder of ST Wealth Management Group at Merrill in Los Angeles, California. With over 25 years of experience, Miguel provides customized financial advice and guidance to high-net-worth individuals, families, and businesses. He specializes in pre- and post-retirement strategies, investment management, lending, risk analysis, and wealth transfer. Miguel believes in transparency and loyalty, treating clients with the same integrity he would want for his own family. He is dedicated to educating clients and helping them make informed decisions about their finances. Miguel leads a team that includes Ricardo Trejo and Saul Rodriguez, focusing on diligence, responsiveness, and trust. As a Los Angeles native, Miguel is deeply rooted in his community and is committed to volunteering with local organizations. He believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. With a focus on your goals and priorities, Miguel will work with you to create a personalized financial plan that evolves with your changing needs. Let Miguel and his team at Merrill Lynch Wealth Management help you achieve your financial goals and secure your financial future.