Best Financial Consulting Courses Los Angeles Near Me

4worldlovers:
I recently started working with Sam to plan my financial future and he was great to work with. A lot of times when you talk to financial advisors they talk to you like you know everything about finances. However, Sam explained everything to make it easier to understand as a client. He had my best interests from when we started talking to when I signed up with him and I know my money is in good hands and I now have less weights on my shoulders and can focus on other things in life. I would highly recommend working with Sam. He is great.

Sam has been very responsive and knowledgeable. As a young professional starting my true career - he helped ease my initial fears about investing by giving me direct and honest information, with no sugar coating. Speaking to other advisors, I often felt like I was being sold, but not with Sam. I will continue to work with him as I look towards retirement.

4worldlovers: Products and services mentioned on these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG. Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

4worldlovers:
At Pathway Financial Services, we understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize 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, we provide personalized service offering experience and expertise to deliver desired results as a companion guide on your pathway to financial freedom. We'll help you make better financial decisions.


Use our online tool to schedule your free initial consultation. We're looking forward to meeting you!


You are the only one who pays us! We choose to be fee-only to avoid conflicts of interest.

4worldlovers:
Cornerstone Research is a leading provider of economic and financial consulting and expert testimony.

4worldlovers: The world continues to change and evolve a great deal and your life and goals have likely continued to develop as well. This is why the type of financial clarity and context provided by the team at Churchill Management Group has never been more important than it is right now. Our team of passionate and dedicated experts prides ourselves on our ability to provide you with the deeper insights and education necessary to make the most prudent decisions possible for your future.

Visit our Los Angeles location, headed by Don Richner, for comprehensive wealth management, financial advice, and retirement planning solutions. We invite you to learn more about award-winning Churchill Management Group.

Our financial advisors make planning your future easier than ever before.

At Churchill Management Group, we fully understand that no two clients are the same. Everyone lives a different life, has different risk tolerances, and different goals regarding what they hope the future will hold. Armed with consistent, insightful advice, you will have access to the information needed to make better and more informed decisions regarding all of your goals and objectives. At that point, we’ll also be able to provide you with the most important benefit of all: taking your vision of the future and aiming to bring it into reality in the most effective and straightforward way that we can.


Find our office next to S Genesee Ave and Wilshire Blvd. Schedule an in-office consultation at our Los Angeles, CA location or call to speak with our local financial advisor now.

Mr. Richner joined Churchill Management Group’s Team in 2003. He started his career at Kennedy Cabot & Co., where he would become the head of block trading and Senior Registered Options Principal up to and through the firms’ acquisition by TD Waterhouse. After which, he was Vice President and Branch Manager of the Beverly Hills branch of TD Waterhouse. Just prior to joining Churchill Management Group, Mr. Richner spent three years as a NASDAQ market maker for NDB Capital Markets, a division of Deutsche Bank. He has attained the professional designation of Certified Financial PlannerTM.

Mr. Richner graduated with a Bachelor of Arts degree from the University of Southern California.

Mr. Nguyen joined Churchill Management Group in 2016. Mr. Nguyen’s financial experience includes working as an Investment Consultant for TD Ameritrade for four years. His most recent position prior to joining Churchill Management Group was for the wealth management division of Bank of The West as their Wealth Financial Advisor for Southern Nevada region.

Mr. Nguyen graduated from DeVry University Long Beach with a Bachelor of Science Degree in Telecommunications Management.

4worldlovers:
LPL Financial offers innovative tools, unique market insights and personalized solutions.


Choose a level of support that suits your needs and adapts along with your financial practice as you evolve.


Strengthen your financial future. Find an LPL financial professional who can help you prepare.

Advisors receive our commitment to work hard to earn their business every day and help them run a successful practice. This means providing access to flexible and varied investment platforms and products, technology, and expert service and support teams.

Enterprises receive custom solutions and dedicated support to help their firms thrive, including 1:1 consulting that seeks to reduce costs and grow profits to assistance attracting and retaining top talent.

Investors enjoy a relationship with an advisor or enterprise who is aligned with LPL to ensure they can put your best interests first, while benefitting from LPL’s continual investment in investor-facing technology.

Stay informed with the latest trends and topics impacting the financial world.

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