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Top Financial Advisors In Los Angeles, California

Michelle Katzen is a certified financial planner whose office is in Los Angeles, California. To ensure a productive initial meeting with a potential LA wealth management firm, it's a good idea to make a list of all your investable assets, financial goals for the future, and any specific upcoming life events, such as a new home or education planning.
Not only does HCR Wealth Advisors offer investment strategies to its clients, but also ensure that they monitor the growth of the investment portfolio of its clients The company can suggest any modification in its investment portfolio as and when required.

With the recent yield curve inversion tossing another challenge into the ever-complex world of finances, HCR‘s client-first focus is exactly what current and potential clients, and HCR Wealth Advisors worried investors, need: a firm that will sit down with them, take a holistic view of their financial situation, and advise them on the best course of action moving forward.

Confidence Wealth has built its entire infrastructure based on two major principles: helping our clients with advanced planning strategies and connecting them with some of the strongest, most powerful and prestigious financial organizations in the world.
These two clients trusted Drake to manage their investments, but all the while Drake was lying to them and then tried to conceal his lies by fabricating documents and even acting as an imposter to back up his claims,” said Michele Wein Layne, Director of the SEC's Los Angeles Regional Office, in a prepared statement.

While employed by Los Angeles-based HCR Wealth Advisors, he over-billed the victims for more than three years by telling the couple that they were paying a special VIP” management rate of 15-to-20 basis points on their $35 million in assets when he was charging over 1 percent.
It serves clients that include HCR Wealth Advisors investing Los Angeles, California families and high net worth individuals HCR Wealth Advisors firm differs from other financial services firms in that it allows clients to have more autonomy when it comes to managing their investment portfolios.

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