Top Investment Advisors in Greater Los Angeles Area

Alessandro Masi
Marketing & Distribution Specialist
Greater Los Angeles Area
Marketing & Distribution Specialist
Film Business Strategist
Sales & Distribution Specialist
New Business, Marketing & Distribution Specialist
Digital & Branded Entertainment Specialist, APAC
Marketing & Distribution Specialist
Manager, Business Development & Strategy
Investment Advisor, Media & Entertainment
Digital Strategist
Intern, Television Production & Distribution
University of California, Los Angeles
Hult International Business School
Southern Methodist University
New York University
Università Commerciale 'Luigi Bocconi'
Università degli Studi di Siena
Recommendations: 22
Start-ups
Business Strategy
Financial Modeling
Business Development
Digital Strategy
Corporate Finance
International Business
Business Planning
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Edwin Duterte
Vice President, Commercial Real Estate Advisor
Greater Los Angeles Area
Vice President, Commercial Real Estate Advisor
Political Director
Commercial Real Estate Investment Advisor
Executive Producer
CEO
Owner/Founder/Organizer
Owner/Founder/Organizer
Construction/Bridge Lender
Construction Loan Officer
Construction Loan Officer
Construction Loan Underwriter
Analyst
Investment Analyst
Broker
National Administrator
Loan Officer / Sales Manager
Residential Real Estate Sales
California State University-Hayward - School of Business and Economics
De Anza College
Independence High School
Recommendations: 15
Event Management
Event Planning
Promotions
Public Relations
Budgeting
Advertising
Festivals
Video
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Edward Vickery
Senior Investment Advisor
Greater Los Angeles Area
Senior Investment Advisor
Owner
Investment Consultant
Investor Relations
Sales Manager
Sales / Business Development Executive
International Business Development
English Language Professor
Business Development
Business Development
Business Development
Business Development
Business Development
Università di Bologna
The University of Sheffield
Saltash Community School
Lincoln International School
Plymouth College Private School
Recommendations: 15
Hedge Fund Strategies
Managed Futures
CTAs
Hedge Fund Due Diligence
Finding investors
Brokering deals
Improving marketing...
Placing investors into...
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Michael Ferrera
Investment Advisor
Greater Los Angeles Area
Investment Advisor
University of California, Riverside
University of California, Riverside
Recommendations: 9
Organizational Development
Event Planning
Public Speaking
Entrepreneurship
Apparel
Fashion
Fashion Design
Small Business
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Wayne Guzman
Vice President of Community Outreach & Diversity Chairman
Greater Los Angeles Area
Vice President of Community Outreach & Diversity Chairman
Business Development Manager
Board Member- PAC Chairman
Board Member, Secretary & Foster Family Program Champion
Independent Insurance Broker & Medicare Advisor
Business Development Executive
Vice President, The Pacifc Southwest Territory
Los Angeles District Manager
Owner/Broker
Senior Vice President, Investments
Senior Vice President, Investments
Senior Financial Consultant
Investment Advisor
California State University-Long Beach
Don Bosco Technical Institute
Recommendations: 8
Employee Benefits
Leadership
Health Insurance
Team Building
Strategic Planning
Sales Management
Small Business
Coaching
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Erick Arndt
Wealth Advisor & Retirement Plan Consultant
Greater Los Angeles Area
Wealth Advisor & Retirement Plan Consultant
Founder
Founder
Investment Advisor
Management Consultant
Management Consultant
University at Albany, SUNY
University at Albany, SUNY
Recommendations: 6
Financial Advisory
Wealth Management
401k
401k Rollovers
Alternative Investments
Family Office
Personal Financial Planning
Estate Tax Planning
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Laura Prieto
VP Operations
Greater Los Angeles Area
VP Operations
Copy Writer / Translator
Director of Operations
Intern
Technical Advisor
Investment Advisor
Carnegie Mellon University
Fundación Centro de Estudios Económicos (CECO)
University of Leuven
Universidad Complutense de Madrid
Recommendations: 4
Management
Market Research
Advertising
Marketing
Leadership
Competitive Analysis
Television
Spanish
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Fuad Hawit
CEO & Founder
Greater Los Angeles Area
CEO & Founder
Co-Founder
Investment Advisor
Co-Founder
Sales Representative & Marketing Assistant
Owner/Manager
California State University-East Bay
Crystal Springs Uplands School
Recommendations: 3
Online Advertising
Mobile Marketing
Radio Advertising
Mobile Advertising
Social Media
Social Media Marketing
Social Networking Apps
User Experience Design
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Alfred Wright
CEO
Greater Los Angeles Area
CEO
Managing Partner
Investment Advisor
Account Executive
Partner
Financial Consultant
Owner
California State University-Fullerton
Mt. San Antonio College
Nogales High School
Giano Junior High
Recommendations: 3
Retirement Planning
Wealth Management
Asset Managment
Tax
Investments
Estate Planning
Wealth
Strategic Financial Planning
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Steve Coker
Investment Advisor and Wealth Counselor
Greater Los Angeles Area
Investment Advisor and Wealth Counselor
Investment Advisor / Chief Financial Officer
Senior Trust Officer / Adjunct Professor
Business Unit Manager
Business Unit Director
Product Manager
Manager Strategic Planning
Certified Public Accountant
University of California, Los Angeles - The Anderson School of Management
Pepperdine University
Recommendations: 2
Financial Analysis
Strategic Planning
Financial Modeling
Forecasting
Business Strategy
Budgets
Mergers
Program Management
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Tyler Benson
Investment Advisor
Greater Los Angeles Area
Investment Advisor
Conductor
President
Salesman
Salesman
Coach
Fit Expert
University of California, Davis
Newbury Park High School
Recommendations: 2
Microsoft Office
Social Media
Sales
Microsoft Excel
Customer Service
Leadership
Event Planning
PowerPoint
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Jonathan Kurak
Investment Advisor
Greater Los Angeles Area
Investment Advisor
Economics, Current Events, Precious Metals, and Stock Market Trader/Investor
Senior Market Strategist and Commodity Branch Manager
Associate Financial Planner
Futures and Options Pit Clerk
Eastern Illinois University
Recommendations: 2
Account Management
Sales
Management
Medical Devices
Strategic Financial Planning
Business Development
Equities
Hospitals
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Lingyun Gu
Founder and CEO
Greater Los Angeles Area
Founder and CEO
Board Member
EIR & Investment Advisor
Co-Founder and Chief Risk Officer
Machine Learning Expert
Carnegie Mellon University
Carnegie Mellon University
Old Dominion University
Recommendations: 1
Machine Learning
Data Mining
Pattern Recognition
Statistical Modeling
Trading Strategies
Risk Assessment
Quantitative Modeling
Equity Trading
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Irene CPA
Senior Investment Analyst
Greater Los Angeles Area
Senior Investment Analyst
Partner, Senior Research Analyst
Senior Research Analyst
Director, Investment Strategy
Vice President, Senior Investment Advisor
University of Southern California - Marshall School of Business
University of California, Berkeley, Haas School of Business
Recommendations: 1
Asset Management
Asset Managment
Hedge Funds
Private Equity
Alternative Investments
Investments
Asset Allocation
Credit Analysis
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Jae Park, CPA
Senior Financial Reporting Analyst
Greater Los Angeles Area
Senior Financial Reporting Analyst
Audit Associate
Investment Advisor
Vice Project Manager
University of California, Irvine
Recommendations: 1
Financial Modeling
Data Analysis
Executive Management
Corporate Finance
Financial Accounting
Auditing
Internal Controls
US GAAP
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MCGRUFF DPG
Director Of Innovation
Greater Los Angeles Area
Director Of Innovation
BEATS BY DRE
Investment Advisor
DOGGYSTYLE RECORDS..
TRW/SPACE/DEFENCE
CAL STATE UNI OF LONG BEACH
LONG BEACH POLY HIGH
Recommendations: 1
Music
Product Placement
Entertainment
Strategic Partnerships
New Media
Digital Media
Web Video
Talent Scouting
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Terry Gordy, Jr
Business Analyst
Greater Los Angeles Area
Business Analyst
Registered Principal Investment Advisor
Deployer
Executive Team Leader
Catering Sales Manager
Assistant to the Vice President of Sales
Key Holder
Home Loan Advisor Trainee
Sales Associate
Pepperdine University, The George L. Graziadio School of Business and Management
California State University-Long Beach - College of Business Administration
Recommendations: 1
Sales Management
Trade Shows
Advertising
Cold Calling
Competitive Analysis
Event Planning
Event Management
Microsoft Excel
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Matt Louis
Executive Director (Interim) / Treasurer / Member Board of Directors
Greater Los Angeles Area
Executive Director (Interim) / Treasurer / Member Board of Directors
Regional Sales Manager
Senior Regional Sales Manager
Regional Sales Manager Asia & North America
Investment Advisor Repr.
Financial Analyst
Global Channel Manager
Director of Sales and Marketing
Director of Sales - North America
Business Development / Account Executive
Regional Sales Manager
Unit Supervisor / Sales Manager
Director of Sales
California State University-Long Beach
Recommendations: 1
Building Relationships
Hands-on Training
Instructor-led Training
New Business Development
Asset Managment
Risk Assessment
Risk Management
Organizational Development
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Ken Watten
Investment Advisor and Vice President
Greater Los Angeles Area
Investment Advisor and Vice President
Associate Professor - Macroeconomics for Investments
California Lutheran University
UCLA Anderson School of Management
University of California, Santa Barbara
Loyola
Recommendations: 1
Alternative Investments
Financial Analysis
Investments
Public Speaking
Estate Planning
Wealth Management
Strategic Financial...
Retirement Planning
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Mazi Bahadori
Summer Associate
Greater Los Angeles Area
Summer Associate
Chief Compliance Officer & Director of Operations
Research Assistant
Vice President
Investment Advisor
Chief Compliance Officer
Chief Compliance Officer
Summer Associate
Chief Compliance Officer and Vice President of Securities
Chairman, Investment Advisory Commission
Chapman University, School of Law
Chapman University, The George L. Argyros School of Business and Economics
University of California, Berkeley
Recommendations: 1
Series 7
Series 66
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Lexington Steele
Owner
Greater Los Angeles Area
Owner
Adult Media Industry
Investment Advisor
Syracuse University
Morehouse College
Recommendations: 0
Graphic Design
Photoshop
Microsoft Office
Social Media
Advertising
Web Design
Coaching
New Business Development
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Anthony Maddelina
First Vice President Wealth Management, Financial Advisor
Greater Los Angeles Area
First Vice President Wealth Management, Financial Advisor
Investment Advisor
Financial Advisor
Senior Vice President-Investment Officer, Senior Private Investment Manager.
San Diego State University-California State University
San Diego State University-California State University
Walnut High School
Recommendations: 0
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IRA CANDIB
CERTIFIED FINANCIAL PLANNER™
Greater Los Angeles Area
CERTIFIED FINANCIAL PLANNER™
NBCUniversal EFCU - PRESIDENT, Financial Planning Division
NBCUniversal EFCU, Wealth Manager, Investment Advisor
Recommendations: 0
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Nico R. Sharp
Vice President , Private Client Advisor
Greater Los Angeles Area
Vice President , Private Client Advisor
Investment Consultant - Beverly Hills
Investment Advisor - Affluent Market
Senior Risk Ops Account Manager - Relationship Manager
Rutgers Chapter Past VP
Rutgers, The State University of New Jersey-Newark
Recommendations: 0
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matt rotondi
Investment Advisor
Greater Los Angeles Area
Investment Advisor
investment advisor
investment advisor
investment advisor
investment advisor
financial advisor
financial advisor
Financial Advisor
California State University-Los Angeles
CALIFORNIA STATE UNIVERSITY
Recommendations: 0
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Stephen Kagawa
President and CEO
Greater Los Angeles Area
President and CEO
Special Life Insurance Carrier Relations
Investment Advisor Representative
Agent
Associate Sales Manager
Adavanced Underwriting and Field Operations Associate
Intern
Punahou School
University of Southern California
Recommendations: 0
International Wealth Management
Estate and Financial Planning
Expertise in strategic planning
Financial Planning
Wealth Management
Strategic Planning
Insurance
Mutual Funds
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Jason Malone
Vice President - Alternative Investments Group
Greater Los Angeles Area
Vice President - Alternative Investments Group
Management Consulting
Mergers & Acquisitions
Partner Development
Founder
Investment Advisor & Operator
Graduate Student - Teaching Assistant
Founder
Family Office Investments
The University of Chicago - Booth School of Business
Georgetown University
Recommendations: 0
Investment Banking
Financial Modeling
Mergers & Acquisitions
Private Equity
Valuation
Strategy
Alternative Investments
Financial Analysis
View more
Steve Felsen
Investment Advisor Representative
Greater Los Angeles Area
Investment Advisor Representative
Marketing Consultant
Vice President of Marketing
Sr. Director of Marketing
Sr. Director of Marketing
Senior Brand Director, Acclaim Sports
Senior Director of Marketing, PC Action Games
Brand Director
Product Marketing Manager
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
University of California, Los Angeles
Fairfax High School
Recommendations: 0
Marketing
Brand Management
Product Development
Product Management
Marketing Strategy
Pricing
Brand Development
International Marketing
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Gabriela Heffernan
Pharmaceutical Representative
Greater Los Angeles Area
Pharmaceutical Representative
Senior Retirement Consultant
Vice President, Managing Director - Workplace Investing
Regional 401(K) Director
Investment Advisor
Loyola Marymount University, College of Business Administration
Recommendations: 0
Retirement Planning
Mutual Funds
Series 7
Series 63
Investment Advisory
Investments
401k
Wealth Management
View more
Marty Valade
Investment Advisor
Greater Los Angeles Area
Investment Advisor
Vice President
University of Nevada-Las Vegas
Paul Smith's College
Potsdam High School
Recommendations: 0
Mutual Funds
Series 7
Strategic Financial Planning
Asset Managment
Investments
Wealth Management
Asset Allocation
Retirement Planning
View more
Patrick Salcido
Associate Leasing Manager
Greater Los Angeles Area
Associate Leasing Manager
Retail Investment Advisor
Retail Leasing and Sales Associate
Retail Associate
Leasing and Sales Associate
Intern
University of Arizona
University of Newcastle
Loyola High School
Recommendations: 0
Location Intelligence
Referrals
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Sonia Foris
Director, Employee Wellness Program
Greater Los Angeles Area
Director, Employee Wellness Program
Social and Impact Investment Advisor
Co-Owner
Director, Employee Wellness Program
Co-Owner
Senior Vice President, Corporate Wellbeing Innovation Group
Consultant
Consultant
Fellow, Corporate Psychology & Wellbeing Research
Senior Vice President, Employee Training & Personal Services
Senior Manager, Employee Fitness and Wellness Program
Manager
Harvard Business School
Harvard College
Mount Holyoke College
Recommendations: 0
Yoga
Meditation
Nonprofits
Training
Program Management
Public Speaking
Wellbeing
Wellness
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Craig Sims
Company Name Spin Master
Greater Los Angeles Area
Company Name Spin Master
Business Development
Investment Advisor
University of the Witwatersrand
School of friendship
School of friendship
Recommendations: 0
New Business Development
Toys
Business Development
Consumer Products
Marketing Strategy
Licensing
Digital Marketing
Brand Management
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Dan Goldman
Registered Investment Advisor
Greater Los Angeles Area
Registered Investment Advisor
MBA Graduate 2016
University of Southern California
University of Southern California
Recommendations: 0
Financial Analysis
Investments
Strategic Financial Planning
Portfolio Management
Analytics
Valuation
Finance
Leadership
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David McFarland
Founder & CEO
Greater Los Angeles Area
Founder & CEO
Chief, Global Social Impact Advisor & Strategist
Former Executive Director & CEO and Chair, Board of Directors
Senior Vice President - Joint Ventures & Strategic Investments
Finance & Investment Advisor
Executive Vice President and Partner
Vice President
Vice President
National Director
Regional Advertising Sales Director
Recommendations: 0
Non-profits
Strategic Partnerships
Strategic Planning
Program Development
Digital Media
Philanthropy
Start-ups
Advertising
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Eric Fu
Founder CEO
Greater Los Angeles Area
Founder CEO
Bartender
Weddign Photographer
Investment Advisor
Director Of Photography
Day Care
California State University-Long Beach
California State University-Long Beach
Recommendations: 0
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Adeyemi Winfunke
Chief Investment Officer
Greater Los Angeles Area
Chief Investment Officer
Investment Advisor
Associate Vice President
Analyst
Recommendations: 0
Wealth Management Services
Investment Management
Series 7
Portfolio Management
Asset Allocation
Investments
Wealth Management
Fixed Income
View more
Moshe (Rubel)
Founder & Managing Partner
Greater Los Angeles Area
Founder & Managing Partner
Director, Marketing & Business Development
Director, Marketing & Business Development
Founder
Founder & Managing Partner
Partner & Investment Advisor
University of Southern California
Santa Monica College
Recommendations: 0
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Vera L.
Founder and Chair
Greater Los Angeles Area
Founder and Chair
Investor Relations Manager
Product Manager
Marketing Officer
Vice President, Portfolio Management
Investment Advisor
Boston University
National Taiwan University
Recommendations: 0
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Solomon C. Lao, CCIM, RFC
Registered Investment Advisor
Greater Los Angeles Area
Registered Investment Advisor
Broker
CCIM
CCIM
Broker Associates
Broker Associates
General Manager
Broker/Owner
American Investment Training, Inc
CCIM Insitute
Recommendations: 0
Commercial Real Estate Acquisition
Disposition
Brokerage
Leases
Real Estate Transactions
Location Intelligence
Property Management
Investments
View more
Richard Eddy
Financial Planner & Investment Advisor
Greater Los Angeles Area
Financial Planner & Investment Advisor
Investment Advisor & Registered Representative
Independent Financial Consultant
President & CEO
Technical Sales Representative
The American College
Azusa Pacific University
Fullerton College
Recommendations: 0
Strategic Financial Planning
Personal Financial Planning
Retirement Planning
Portfolio Management
Investments
Personal Finance
Financial Advisory
Wealth Management
View more
Matt Cooper, CFP®
Regional Director
Greater Los Angeles Area
Regional Director
Senior Associate
Associate
Investment Advisor Representative
Research Analyst
Georgetown University
Georgetown University - The McDonough School of Business
Recommendations: 0
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Christopher Asplin
Executive Director
Greater Los Angeles Area
Executive Director
Financial Advisor
Financial Advisor
Senior Investment Specialist
Investment Advisor
Metropolitan State College of Denver
California State University-Northridge
Recommendations: 0
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Samuel ChFEBC
President
Greater Los Angeles Area
President
Instructor
Certified Financial Planner
Investment Advisor
University of California, Los Angeles
California State University, Northridge
Recommendations: 0
Financial Planning
Portfolio Management
Wealth Preservation
Strategic Financial Planning
Retirement Planning
Financial Advisory
Investment Management
Income Protection
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Thomas CIMA
Business Banking Officer
Greater Los Angeles Area
Business Banking Officer
Senior Vice President
Relationship Manager
Managing Director
Senior Vice President and Private Client Advisor
Investment Advisor
Vice President-Private Client Advisor
CEO, CCO and Managing Partner
University of Southern California - Marshall School of Business
Tulane University
Blair Academy
Recommendations: 0
Wealth Management
Investments
Strategic Financial...
Portfolio Management
Financial Advisory
Private Banking
Wealth Management...
Banking
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Farid Faryab, M.S.T.
Managing Director
Greater Los Angeles Area
Managing Director
Broker Investment Advisor
California State University-Northridge
California State University-Northridge
Santa Monica College
Recommendations: 0
Tax
Payroll
Financial Accounting
Cash Flow
Real Estate
Auditing
Financial Analysis
Small Business
View more
Brandon L. Rivera
Co-Founder & Financial Planner
Greater Los Angeles Area
Co-Founder & Financial Planner
Investment Advisor Representative
LIVE | GIVE | OWE | GROW - Coursework for Qualified Kingdom Advisor (QKA)
Financial Planner
University of California, Los Angeles
University
Recommendations: 0
Comprehensive Financial Planning
Stewardship in Action
Life Planning
Retirement Planning
Investment Advisory
Planned Giving
Private Foundations
Partner Buyout
View more
Craig Harbin
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Wealth Financial Advisor
Investment Advisor
Financial Advisor
Executive Director
Financial Advisor
Financial Advisor
Financial Advisor
Wealth Management Advisor
California State University-Northridge
Pierce College
Recommendations: 0
Retirement Planning
Investment Strategies
Series 7
Wealth
IRAs
Securities
Series 63
Financial Planning
View more
David Terk
Investment Advisor Representative
Greater Los Angeles Area
Investment Advisor Representative
CMO / CEO - Radiology product development, Integrated Marketing
Healthcare Marketing Specialist
Director: Sales & Marketing
Director: Professional Services
Regional Media Manager
Pepperdine University, The George L. Graziadio School of Business and Management
Tulane University
Recommendations: 0
Series 6
Series 63
Series 65
Retirement Planning
Strategic Financial...
Financial Services
Strategic Planning
Business Development
View more
Kristopher Vaca
Investment Advisor Representative
Greater Los Angeles Area
Investment Advisor Representative
Recommendations: 0
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Tom Andros
Real Estate Investment Advisor
Greater Los Angeles Area
Real Estate Investment Advisor
owner
Recommendations: 0
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Vic Clement, CDFA
Investment Advisor Representative
Greater Los Angeles Area
Investment Advisor Representative
Biola University
University of Phoenix-Southern California Campus
Recommendations: 0
Roth IRA
Financial Planning
Annuities
Insurance
401k
Wealth Accumulation
Wealth Management
Retirement Income Strategies
View more
Paul Matheson
Investment Consultant
Greater Los Angeles Area
Investment Consultant
Investment Advisor
University of California, Berkeley
Recommendations: 0
Investment Advisory
Asset Management
Asset Allocation
Equities
Mutual Funds
Investments
Securities
Portfolio Management
View more
Elisabeth CFP®
Company Name Fidelity Investments
Greater Los Angeles Area
Company Name Fidelity Investments
Registered Investment Advisor
Internal Wholesaler
University of Southern California - Marshall School of Business
University of California, Los Angeles
Recommendations: 0
Series 7
Investments
Retirement Planning
Strategic Financial Planning
Mutual Funds
Financial Analysis
Fixed Annuities
Insurance
View more
John Allen
Associate
Greater Los Angeles Area
Associate
Vice President
Investment Advisor
Vice President
Chief Investment Officer
University of Virginia
Recommendations: 0
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Christian Garrett
Business Development Manager
Greater Los Angeles Area
Business Development Manager
Student-Athlete
Milken Institute Young Leader
Director Of Business Development & Partnerships
Co-Founder
Investment Advisor
Head of Platform
Board Member
Business Development Manager
Intern
The University of Kansas
IMG Academy
Oaks Christian School
Recommendations: 0
View more
Dr Fisker
Founder & Scientific Advisor
Greater Los Angeles Area
Founder & Scientific Advisor
Entrepreneur & Investment Management
Cofounder & Chief Financial Officer
Investment Advisor
Co- Founder, President & CFO
Technology & Business Development Manager
Financial Analyst Internship
Investment Manager
Investment Advisor
University of Cambridge
University of Cambridge
University of Kent
Recommendations: 0
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