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Los Angeles Advisors

Howard Erman
CFP®, CRC, EA
Seal Beach, CA
Firm
Erman Retirement Advisory
Fee Structure
Asset-Based
Biography

Howard Erman is a Certified Financial Planner, a Certified Retirement Counselor (CRC), an Enrolled Agent (EA), a Registered Representative, President of Erman Retirement Advisory, and a Branch Manager with Cetera Advisor Networks. Howard is licensed by the California Department of Insurance (CA Insurance License #0622453). His advice and experience in investments and tax and estate planning comes from 32 years of direct active practice, not only theory.

Howard entered the financial services industry in 1982 and has built a clientele comprised of several groups of investors: first, working with those whom preparing for, or transitioning to, retirement is a primary goal; second, working with couples and individuals after retirement providing investment management and financial advice, and third, working with professional fiduciaries who have legal responsibility for the personal and financial management of others. Howard prides himself on the level of relationships he builds with clients and the research behind his financial advice. He understands the importance of  trust involved in planning for your future.

Howard is responsible for the overall direction and long-term vision of Erman Retirement Advisory, the program that handles the tactical asset management services for our advisory clients. He combines a total commitment to financial planning with the philosophy that the client's goals should always come first. Working closely with a client, Howard designs a strategy that will help to more effectively work towards achieving financial goals. Maintaining a trusting relationship with the client is always a priority. He received his undergraduate degree from the University of Illinois (Urbana-Champaign), his Master's degree from Duke University, and the Certified Financial Planner designation from the College for Financial Planning. Howard was the President-Elect for 2013 and was the President in 2014 of the Orange County chapter of the Financial Planning Association (FPA). He is a member of the California Society of Enrolled Agents (CSEA) and the California Society of Tax Consultants (CSTC).

Julie Anderson Bray
CFP®
Costa Mesa, CA
Firm
GW Financial, Inc.
Fee Structure
Fee-Only
Biography

Julie is the President and a Client Wealth Manager at GW Financial, Inc.  She joined the Glenn Woody Financial Consultants, Inc. (GWFC) in December of 2010 while she completed the coursework required to sit for the Certified Financial Planner™ designation. She and Glenn began succession planning after she passed the exam in early 2012. Julie acquired GWFC in June 2014. She continues to service the firm’s clients, operate the day to day management of the firm and lead the Investment Advisory Panel.

She previously worked at Pacific Investment Management Company (PIMCO) with an expertise in the municipal bond arena working with ultra-high net worth families and clients on a global basis. She also worked at Brown Brothers Harriman, in New York, as a Municipal Bond Trader. She served as a Portfolio Manager and Assistant Vice President.

Julie earned her Bachelor of Science with a major in economics at Southern Methodist University in Dallas, Texas. She completed her Certificate in Financial Planning through University of California, Irvine.

Julie is active in the local chapter of the Financial Planning Association. She is the 2013-2015 Program Committee Chair. Her committee facilitates bringing in quality speakers to educate planners and affiliates on important and relevant planning issues.  Julie also lends her expertise and presents at the "It's Your Money" educational workshop, a national award-winning series started by Peter Kote in 1993.

She also provides financial coaching services for the WomenSageCares Program called Women in Life Transitions. She helps develop individual budgets and money management strategies for women that are experiencing major life transitions. Through debt elimination and financial stabilization, she helps the women in this program learn the tools needed to move forward from their present situation.

Julie and her husband Paul live in Laguna Hills with their son and two dogs. They enjoy running, swimming and cycling, sometimes all together in triathlons. 

Jared T. Tanimoto
CFP®
Newport Beach, CA
Firm
Ascent Wealth
Fee Structure
Fee-Only
Biography

Jared T. Tanimoto is the Founder and President of Ascent Wealth Advisors, LLC, a fee-only RIA based out Newport Beach in California.

Ken Charlton
Irvine, CA
Firm
Ken Charlton, CFP®
Biography

Ken Charlton is the president of a registered investment advisory firm located in Irvine, California. The firm manages 40 accounts totaling an estimated $43,000,000 in assets under management. He provides fee-only financial planning services to individuals and families who want to make smarter financial decisions.

Ken is a Certified Financial Planner™ professional and a Registered Investment Adviser. His clients have the flexibility to engage his services on a one-time, as-needed or ongoing basis.  He does not sell products or collect commissions. His fees are based on the amount of time committed to meeting the financial planning needs of his clients.

Ken is a member of the Financial Planning Association (FPA), a professional organization for the financial planning community. He is a graduate of the University of California, Irvine with a Master of Science degree in Information and Computer Science, a Bachelor of Science degree in Social Sciences and a Certificate in Personal Financial Planning. In 2000, he received UCI's Distinguished Alumnus award.

 

Alfred McIntosh
Los Angeles, CA
Firm
McIntosh Capital Advisors, Inc.
Biography

Alfred McIntosh is a nationally acclaimed resource on financial planning. He has been interviewed and quoted in newspapers, magazines and on newswires, including the Dow Jones Newswire, Kiplinger’s Personal Finance Magazine, Elle Magazine, CNNMoney.com, Black Enterprise, BusinessWeek.com, and The Los Angeles Times. He is a graduate of the UCLA Personal Financial Planning Program (PFP), and The Certified Financial Planners Board of Standards licenses Alfred McIntosh to use the professional designations Certified Financial Planner™ and CFP®.

For the second year, Alfred has been named a 2012 Five Star Wealth Manager for Greater Los Angeles. This is a level of excellence achieved by fewer than 7 percent of the wealth managers in the LA area and is the result of a rigorous research process -- this includes a regulatory and consumer complaint review, and an evaluation of objective criteria associated with wealth managers who provide quality services to their clients. 

Alfred provides professional advice and personal care based on more than two decades of financial services experience. Working with Fortune 1000 companies convinced him that the most personally and professionally satisfying experience is helping individuals enhance their financial lives. Today, Alfred is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the West Los Angeles Chamber of Commerce. He also served the larger community as a mentor for A Place Called Home, a non-profit organization that helps at-risk youths in south central Los Angeles. In his free time, he explores the outdoors through sports and travel, and enjoys meeting new people and learning about different cultures.

Eugene Lev
Los Angeles, CA
Firm
My 360 Wealth Management Group
Biography

Eugene Lev is a Wealth Advisor and Financial Planner with over 10 years' experience in the financial services and investment management industry. Throughout his career, Eugene has held various roles including Wealth Advisor, Investment Consultant and Stockbroker. Currently, as a Wealth Advisor, Eugene coordinates all stages of the financial planning process, assessing risk, asset allocation, portfolio rebalancing, investment implementation, and investment portfolio monitoring customized to the needs of his clients. Eugene holds the Retirement Income Certified Professional® designation specializing in helping retirees and near-retirees develop a comprehensive plan for managing and using assets they have accumulated for retirement. Eugene’s goal is to help his clients live for today, as well as plan for tomorrow. 

In addition, Eugene holds the Series 7 and 63 registrations with LPL Financial and the series 65 registration with My 360 Wealth Management Group. He also holds Life, Accident and Health, Variable Annuity Insurance Licensing in the state of California. 

Eugene graduated with honors from the California State University, Northridge and holds a Bachelor's of Science in Finance and Real Estate. Eugene is also an effective bilingual communicator - fluent in English and conversational in Russian. 

Robert Chung
Los Angeles, CA
Firm
Arc Capital Management, LLC
Biography

Robert Chung is currently a managing principal and portfolio manager at Arc Capital Management, LLC, a registered investment advisory firm based in Los Angeles, California, where he advises individual and institutional clients on portfolio management, asset allocation, and wealth strategies. Prior to joining Arc Capital Management, Robert was at Morgan Stanley Private Wealth Management in New York. 

Robert primarily focuses on active portfolio management where he conducts fundamental research and implements various trading strategies to help clients achieve maximum, risk-adjusted returns. As an independent investment advisor, Robert is committed to put client best interests first and provide them with the best possible fiduciary advice. Moreover, in his role as a general wealth advisor, Robert guides his clients in realizing their short-term and long-term financial objectives via asset allocation and wealth planning. 

Robert holds a Master of Business Administration in Finance and Management from The Wharton School of the University of Pennsylvania and a Bachelor of Arts cum laude from Yale University with majors in Economics and History.

Keith Boyak
Laguna Niguel, CA
Firm
Actuarial Direct
Fee Structure
Fee-Only
Biography

Keith Boyak is the Managing Member of Actuarial Direct, LLC; a Fee-Only Registered Investment Advisor in Orange County, CA. As an experienced, independent Investment Advisor Representative, his mission is to provide trusted, fiduciary advice to his clients, invest appropriately for their objectives and liabilities, and report investment results in a fashion that’s easy to understand. He partners with them to design, develop, and implement a broad range of investment advisory solutions that are tailored to each individual to ultimately grow their Net Worth.

His clientele have included corporate presidents and officers, business owners, and wealthy retirees. Keith also holds a BA degree in Business Economics from University of California, Irvine.

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