High net worth investment strategies in Los Angeles, CA
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Bank of America Private Client Advisor Jennifer N Lee
● OpenBank of America Private Client Advisor Jennifer N Lee is located at 2049 Century Park East in Los Angeles, California. Jennifer Lee, a Managing Director and Private Client Advisor, leads a team of wealth management professionals to provide comprehensive planning, investment management, credit services, and banking to high-net-worth individuals, families, family offices, foundations, and nonprofit institutions. With a Bachelor of Arts degree in English from the University of California, Berkeley and a CERTIFIED FINANCIAL PLANNER™ certification, Jennifer is dedicated to building strong client relationships based on trust and personal experience. The team at Bank of America Private Bank is committed to understanding your needs and goals to create strategies that prioritize your best interests. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized services and resources to achieve financial objectives. By staying innovative and adapting to changing markets, Bank of America Private Bank aims to provide clients with disciplined financial strategies and generational continuity. Please note that by visiting FINRA’S BrokerCheck, you are leaving Bank of America Private Bank's website. It is important to consult legal and tax advisors before making financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice.
2049 Century Park E, Los Angeles, CA 90067, United States -
Merrill Lynch Private Wealth Advisor Cheryl Catharine Smith
● OpenMerrill Lynch Private Wealth Advisor Cheryl Catharine Smith is a prestigious finance institution located at 2049 Century Park East in Los Angeles, California, United States. With a focus on providing personalized wealth management services, Cheryl Catharine Smith offers expert financial advice and guidance to high-net-worth individuals and families. As a trusted advisor, she helps clients navigate the complexities of investment strategies, retirement planning, estate planning, and more. With a commitment to excellence and a dedication to client satisfaction, Merrill Lynch Private Wealth Advisor Cheryl Catharine Smith is a top choice for those seeking comprehensive financial solutions.
2049 Century Park E STE 1200, Los Angeles, CA 90067, United States -
Bank of America Private Client Advisor Jing Jin
● OpenBank of America Private Client Advisor Jing Jin is located at 500 Newport Center Drive in Newport Beach, California. Jing Jin, a Senior Vice President, offers personalized financial strategies to ultra-high-net-worth individuals, families, and institutions to help them preserve, grow, and transfer their wealth effectively. With warmth, empathy, and insight, Jing ensures that each client's objectives are met through ongoing care and diligence. Jing brings creativity and resolve to tackle challenges and is dedicated to addressing client needs. Drawing from her experience advising highly accomplished clientele, Jing leads a team of specialists who work together to identify efficiencies in investments, trust and estate planning, business and succession planning, lending, and philanthropy. She values client privacy and trust, providing an intimate yet expansive client experience. Jing joined the Private Bank in 2018 and has a background in financial services since 2010. She holds a bachelor's degree in finance from the University of Macau and an MSc in financial economics from BI Norwegian School of Management.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Bank of America Private Client Advisor Jonathan (Jon) Fumio Alika Shibata
● OpenBank of America Private Client Advisor Jonathan (Jon) Fumio Alika Shibata is a Senior Vice President at Bank of America Private Bank in Los Angeles, California. Jon provides tailored financial advice to high- and ultra-net-worth families, entrepreneurs, and non-profit institutions, covering wealth planning, investment management, trust and estate planning, philanthropic strategies, and credit and lending solutions. With a team of specialists, Jon crafts thoughtful financial strategies to meet each client's unique needs and priorities. He helps business owners navigate complex situations, offers philanthropic services, and assists families in creating long-lasting legacies. Jon's expertise and guidance help families make informed decisions about their future and achieve their financial goals. As a mentor and leader within the bank, Jon continuously strives to improve client relationships and provide innovative solutions. With a background in finance and a commitment to community development, Jon is dedicated to making a positive impact both professionally and personally. Visit Bank of America Private Bank in Los Angeles for comprehensive wealth management services and personalized financial strategies to help you achieve your goals.
333 S Hope St 23rd Floor, Los Angeles, CA 90071, United States -
Melissa Oliver - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMelissa Oliver is a Financial Advisor at Ameriprise Financial Services, LLC located at 5855 California 27, Los Angeles, California, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Melissa Oliver specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. She is dedicated to upholding the highest ethical standards and continuously improving her knowledge and expertise in the field of finance. Contact Melissa Oliver for expert advice on asset management, investment strategies, estate planning, retirement planning, and more."
5855 CA-27 Ste 500, Woodland Hills, CA 91367, United States -
Jeffrey Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJeffrey Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 6355 California 27, Los Angeles, California, United States, is a prestigious finance institution offering a wide range of financial services. The team at Jeffrey Taylor holds various certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate their expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. They are dedicated to providing personalized financial advice and solutions to meet the unique needs of their clients. Whether you are a retiree, small business owner, or high net worth individual, Jeffrey Taylor can help you achieve your financial goals. With a focus on ethical practices and continuous education, Jeffrey Taylor is committed to helping clients make informed financial decisions. Contact them today for expert financial guidance and support.
6355 CA-27 Ste 520, Woodland Hills, CA 91367, United States -
Private Wealth Solutions
● OpenPrivate Wealth Solutions is a leading finance institution located in Los Angeles, California, United States. We specialize in providing personalized wealth management solutions for high-net-worth individuals, families, and businesses. Our team of experienced financial advisors offers comprehensive financial planning, investment management, and estate planning services to help our clients achieve their financial goals. With a focus on exceptional service and tailored strategies, Private Wealth Solutions is committed to helping our clients build and preserve their wealth for generations to come.
2149002016, Woodland Hills, CA 91367, United States -
Vedran Kaluderovic - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenVedran Kaluderovic - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 21300 Victory Boulevard, Los Angeles, California, United States, offers a wide range of financial services. Vedran Kaluderovic holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Vedran Kaluderovic's expertise in asset management, investment strategies, retirement planning, estate planning, and more. Whether you are a retiree, small business owner, high net worth client, or in need of specialized financial advice, Vedran Kaluderovic can provide tailored solutions to meet your unique needs. Contact Vedran Kaluderovic for comprehensive and personalized financial guidance."
21300 Victory Blvd #420, Woodland Hills, CA 91367, United States -
Zahra Marchand - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedZahra Marchand is a Financial Advisor at Ameriprise Financial Services, LLC, located at 2029 Century Park East in Los Angeles, California, United States. Zahra Marchand holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Zahra Marchand's expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. As a Financial Advisor, Zahra Marchand is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking to plan for your future, manage your investments, or navigate complex financial situations, Zahra Marchand can help guide you towards financial success. Contact Zahra Marchand at Ameriprise Financial Services, LLC for professional and knowledgeable financial advice tailored to your specific needs.
2029 Century Park E Ste 2550, Los Angeles, CA 90067, United States -
Merrill Lynch Financial Advisor Brian A Bonvechio
● ClosedMerrill Lynch Financial Advisor Brian A Bonvechio, located at 333 South Hope Street in Los Angeles, California, is a finance institution that specializes in serving affluent families and the business community. The Pantucci Bonvechio Group, of which Brian A Bonvechio is a part, offers a combination of investment expertise and unwavering dedication to client service. With a focus on ultra-high net worth individuals, families, and corporations, the team at Pantucci Bonvechio Group strives to develop long-term relationships with each client, providing personalized service and customized strategies to help pursue their financial goals. As a Bank of America Global Institutional Consultant, the group has the knowledge and experience to navigate the complexities of the financial landscape and provide tailored solutions for institutional investors. Additionally, they offer institutional investments, philanthropic solutions, and corporate retirement and benefit plan services. Recognized on the Forbes "Best-in-State Wealth Management Teams" list, Pantucci Bonvechio Group is committed to exceeding client expectations and providing insightful guidance to help preserve and grow assets. With a high level of commitment, teamwork, and personalized service, the team at Pantucci Bonvechio Group is dedicated to helping clients strengthen and grow their organizations and fulfill their financial goals.
333 S Hope St Suite 3900, Los Angeles, CA 90071, United States
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