3 Best Financial Services in Los Angeles, CA

“ACap Advisors & Accountants will work to maximize your profits and eliminate anxiety through personalized, fee-only financial planning and accounting services. Ara Oghoorian is the founder of ACap Advisors & Accountants. Ara earned a degree in finance from San Francisco State University, is a Commissioned Bank Examiner through the Federal Reserve Board of Governors, holds the Chartered Financial Analyst (CFA) designation, is a CERTIFIED FINANCIAL PLANNER™ practitioner, holds a Certified Public Accountant (CPA) license, is an Enrolled Agent, and holds the Series 65 license. ACap Advisors & Accountants provide a free consultation. They will review your inquiry to schedule a free consultation. During the consultation, they will ask you about your goals and discuss any questions or concerns you may have.”

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“Pathway Financial Services, LLC is an independent financial management firm that focuses directly on acting in your best interest at all times by serving your needs with the confidence you seek. Jen Mulder is the founder of Pathway Financial Services and an active member of the Los Angeles Chapter of the Financial Planning Association. Jen shares valuable knowledge with those seeking financial independence. She especially enjoys developing lasting relationships with individuals and small businesses, watching them once. Pathway Financial Services, LLC take the time to understand your needs and concerns and specializes in crafting a plan tailored to meeting your financial goals and objectives. Whether you're saving for a new home or retirement or seeking estate planning advice, They provide personalized service offering experience and expertise to deliver desired results as a companion guide on your pathway to financial freedom. They help you make better financial decisions.”

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“David Rae is the financial planner of DRM Wealth Management. He has been helping people achieve financial security as a Certified Financial Planner® and Accredited Investment Fiduciary in Los Angeles. David Rae advises his clients and their families on getting their financial houses in order, developing investment strategies to meet their goals, and planning for their retirement. He has also built a strong reputation as a financial planning specialist serving the needs of individuals, couples, and families in and around the LGBT community. While David Rae's financial planning practice is based in LA, he has clients across the country and throughout Southern California.”

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