Wealth Management Van Nuys CA

High net worth individuals and organizations can opt to employ a wealth manager to handle their financial issues, including things like estate planning, taxes, investment management and more. Wealth management services are provided by corporations, financial advisors and multi-licensed portfolio managers. They use wealth management strategies to help their clients grow their wealth and assets as well as to navigate tax law. Wealth managers oversee all the financial affairs of their clients, which can be extremely helpful for those with numerous and diverse financial holdings.

Ara Oghoorian
ACap Asset Management, Inc.
(818) 358-3823
15260 Ventura Blvd.
Sherman Oaks, CA
Expertises
Advising Medical Professionals, High Net Worth Client Needs, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Newlyweds & Novice Investors, Professional Athletes or Entertainers
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

Jeffrey Harwood
Ventura Advisors
(818) 857-5080
21860 Burbank Blvd., Suite 100
Woodland Hills, CA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Charitable Giving - Trusts & Foundations, High Net Worth Client Needs, Real Estate Investments, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MBA

Bryan Wisda
Summit Wealth Management, Inc.
(310) 246-5770
9465 Wilshire Boulevard, Suite 450
Beverly Hills, CA
Expertises
Advising Medical Professionals, Women's Financial Planning Issues, Professional Athletes or Entertainers, Planning Issues for Unmarried & Same-Sex Couples, Estate & Generational Planning Issues, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®

Thomas McFarland
The Darrow Company, Inc.
(310) 556-2220
1800 Century Park East, Suite 600
Los Angeles, CA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Brent Kessel
Abacus Wealth Partners, LLC
(310) 566-1888
17383 Sunset Blvd., Ste. A360
Pacific Palisades, CA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Real Estate Investments, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Dirk Huybrechts
HFM Advisors
(310) 479-7958
P.O. Box 491695
Los Angeles, CA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Real Estate Investments, Retirement Planning & Distribution Rules, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, PFP

Mark Gleason
WESCAP Group
(818) 563-5170
303 N. Glenoaks Boulevard, Suite 905
Burbank, CA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, College/Education Planning, High Net Worth Client Needs, Tax Planning, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFA, MBA

Todd Butler
WESCAP Group
(818) 563-5170
303 N. Glenoaks Boulevard, Suite 905
Burbank, CA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Retirement Plan Investment Advice, Tax Planning, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Kathleen Hartman
Greenleaf Financial Group
(323) 330-0579
5900 Wilshire Blvd. Suite 2600
Los Angeles, CA
Expertises
Ongoing Investment Management, Hourly Financial Planning Services, Retirement Planning & Distribution Rules, Middle Income Client Needs, Planning Issues for Unmarried & Same-Sex Couples, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

Spencer Sherman
Abacus Wealth Partners, LLC
(310) 566-1888
17383 Sunset Blvd., Ste. A360
Pacific Palisades, CA
Expertises
Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues, Financial Issues Between Generations, Ongoing Investment Management, Planning Issues for Business Owners, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Wealth Management

By: Jonas Zamora
Jonas Zamora is a Certified Financial PlannerTM professional. You may contact him at jzamora@zacks.com

Benefits of Estate Planning

Have you ever been advised that you should have an estate plan? You hear the advice and, like most folks, don’t have a clear idea of why you should have one. I read an article by financial planner Elaine Floyd, which outlines the reasons why you should have an estate plan.

Let’s start with the benefits. An estate plan allows you to:

1. Direct the distribution of your wealth at death. An estate plan allows you to name the people, or charities, that will receive your assets. Otherwise, the courts will decide for you based on the laws of succession in your state.
2. Save on estate taxes. The estate tax still exists at least until 2009. In 2010 it will be repealed but may come back in 2011. This year, assets that total up to $2 million are exempt from federal estate taxes. The top tax rate on assets above that amount is 45%. Keep in mind that state inheritance tax has not been abolished either.
3. Save money on probate fees and keep your privacy. Probate fees can run up to about 10% of your estate’s value. Keep in mind that probate is time consuming and a matter of public record.
4. Protects assets while you are alive. Estate planning strategies can help protect you in case of lawsuits and divorce.
5. Prepare for incapacity. What happens if you are unable to handle making the payments for the care you receive while incapacitated? Who will manage your care and finances? An estate plan can help assure your well being if you become unable to make your own decisions....

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