Here’s The Deal: ACap Advisors & Accountants is a fee-only wealth management specializing in advising medical professionals and a full-service accounting firm based in Los Angeles, CA. Ara Oghoorian is the founder of ACap Advisors & Accountants. He founded ACap Asset Management in 2009 and has over 26 years of experience in the financial services industry. He started his career at Wells Fargo Bank in Huntington Beach when he was only 18 years old. He 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.
3 Best Financial Services in Los Angeles, CA
Expert recommended Top 3 Financial Services in Los Angeles, California. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 ACAP ADVISORS & ACCOUNTANTS REVIEWS
Ara, and Tamia along with his whole staff have been doing a great job working on my finances and properly setting up my future. His team is incredibly through and makes sure you're on a path of success. I had a lot of in depth questions regarding real estate management, wedding finance planning, tax planning etc. I needed to get a grasp on what to handle first. I left very confident and will continue to use and recommend their services!.
ACap Asset Management has been managing our financial portfolio for the past few years, and my husband and I could not be happier with their service. The guidance and support given to our family to navigate the world of financial planning and investments have been invaluable. We highly recommend Ara and his team for their services.
Ara as been managing our family's portfolio for about three years now. We have been very pleased with the service we have been receiving. We get regular reports and meaningful suggestions about how to invest to align ourselves with our future goals. It has been a great experience thus far.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Pathway Financial Services, LLC Los Angeles Financial Services Pathway Financial Services, LLC Los Angeles Financial Services](https://threebestrated.com/images/PathwayFinancialServicesLLC-LosAngeles-CA.png)
Here’s The Deal: Pathway Financial Services is an independent financial planner in Los Angeles, California. Jen Mulder is the founder of Pathway Financial Services and 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 became a part of the Cetera Advisor Network, where she collaborated with fellow planners to master the ins and outs of financial planning, soaking up knowledge and techniques from others in the field. 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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• Financial Planning Workshop.
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investment management and planning services Starts From $2,600 per year
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TOP 3 PATHWAY FINANCIAL SERVICES, LLC REVIEWS
I have had a stellar experience having Jen as my financial planner. In my sessions with her, I was up front about my lack of knowledge around how best to plan for retirement, and wanted to feel like I am investing my money wisely for the future. Jen was very thoughtful, approachable, and detailed in how she explained concepts that I frankly had felt intimidated by in the past. I felt like there was no such thing as a "stupid question," and Jen broke things down in a way that was easy for me to understand. She advised me on some very specific next steps that made sense for me based on the information I shared around my income level, savings, and future goals. And that has given me a huge sense of relief knowing that I am setting myself up for a stable future. I'm so happy I found Jen.
Jen was so wonderful to work with! She gave us excellent guidance and was completely nonjudgemental. She took the time to really get to know us, and our goals and dreams, so that she could make informed recommendations about our financial planning. Working with Jen has set us on a solid path toward retirement.
Jen has been very helpful with answering some questions regarding my personal finances. With her help I have been able to pay more back on my student loans, finally put money into my 401k, and have a healthy savings. I highly recommend her services.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
DAVID RAE, CERTIFIED FINANCIAL PLANNER, TAX PLANNING FINANCIAL ADVISOR-DRM WEALTH MANAGEMENT
Since 2017
Here’s The Deal: 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. With that in mind, he has many of my client meetings in the area. 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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TOP 3 DAVID RAE, CERTIFIED FINANCIAL PLANNER, TAX PLANNING FINANCIAL ADVISOR-DRM WEALTH MANAGEMENT REVIEWS
David Rae is a financial planning powerhouse. He is on the cutting edge of his industry and he keeps himself well-versed on tax planning needs and a wide range of insurance products. Once you have used his financial planning services, you will be in great hands for planning your retirement nest egg. He not only is a great consultant, but he gives you plenty of educated options to choose. He is very personable, a great listener, and does what is in his clients' best interests at all times. Give him a call, you won't regret it.
David Rae is the only financial planner I will use and as a lawyer I've referred clients to him. He has his clients best interest in mind at all times, is super knowledgeable and so well trusted. I know I'm in good hands and my clients are as well.
I began working with David over a decade ago. Together we weathered the financial storms of 2008 and my account not only recovered, it thrived. Now, due to the health of my beloved Wendy, I have the necessary funds to take care of her. Thank heavens David was taking care of my portfolio. He's the best,
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.