3 Best Financial Services in Los Angeles, CA

“ACap Advisors & Accountants, founded by Ara Oghoorian, brings over 26 years of experience in the financial services industry. Ara Oghoorian earned a degree in finance from San Francisco State University and holds the Chartered Financial Analyst (CFA) designation, CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Public Accountant (CPA) license, and the Series 65 license. As an independent Fee-Only firm, they do not work on commissions or sell products. Their only source of income is their clients. They are not tied to investment banks, insurance companies, or mutual funds. They are free to offer their clients the best investments suited to their needs. Their experts are qualified chartered financial analysts, financial planners, and public accountants. They provide comprehensive, unbiased financial advice and guidance specifically tailored to the healthcare industry. The firm serves as your CFO to ensure the client's financial portfolio fits your circumstances and goals. Get a free consultation.”

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“Pathway Financial Services, LLC, founded by Jen Mulder, an active member of the Los Angeles Chapter of the Financial Planning Association. After graduating from the UCLA Personal Financial Planning Program in 2009, she joined the Cetera Advisor Network, where she honed her expertise by collaborating with seasoned planners and mastering advanced financial planning techniques. As an independent financial management firm, She and her team always focus on acting in your best interest by serving your needs with the confidence you seek. They adhere to the fiduciary standard, which is the highest level of care in the financial services industry. They take the time to understand your needs and concerns and specialize in crafting a plan tailored to meet your financial goals and objectives. They are free to use investment products from all those available and diligently research these offerings to find the solution that best fits your needs. They also encourage you to read more about the importance of fee-only financial planning in this article from Forbes Magazine or at the National Association of Personal Financial Advisors (NAPFA).”

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“David Rae is the financial planner of DRM Wealth Management. He specializes in helping people manage their finances, whether single or married. While he works with various clients throughout California and across the country, most live in and around Los Angeles, Beverly Hills, and West Hollywood. He is the Certified Financial Planner and Founder of DRM Wealth Management LLC, helping you make smarter financial decisions and position yourself for prosperity. He started at Trilogy in 2003 as a young and trusted Financial Advisor. After completing the CFP’s rigorous two-year preparation program in 2006, he achieved his Accredited Investment Fiduciary certification in 2015. He also advises a diverse audience of couples, singles, doctors, and small business owners, specifically people going through a life transition such as marriage, divorce, retirement, or changing jobs. He enjoys working in a profession where he can use his unique problem-solving abilities to help people realize their dreams. He was honored at the 31st Annual Altruism Awards with an Advisor with Heart Award from Registered Rep Magazine.”

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