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Financial Advisor Santa Monica

Libbie Agran Financial Services is a fee-only financial advisor located in Santa Monica, CA.

http://www.lafs.net/

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Financial Advisor Santa Monica | lafs.net Reviews
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Financial Advisor Santa Monica | lafs.net Reviews

https://lafs.net

Libbie Agran Financial Services is a fee-only financial advisor located in Santa Monica, CA.

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Libbie Agran Financial Services | Wealth Management

http://www.lafs.net/services/wealth-management.html

Sunday, August 28 2016. Holding Every Client in the Highest Regard. Life and Retirement Planning. In designing portfolios, we focus on the specific needs of our clients. Each portfolio consists of a unique blend of cash, stocks, bonds, and mutual funds designed specifically to meet the client's investment objectives and risk tolerance. Portfolio design is customized. In designing portfolios, we focus on the specific needs of our clients. Peter Mueller, President. Life and Retirement Planning.

2

Libbie Agran Financial Services | Life & Retirement Planning

http://www.lafs.net/services/life-and-retirement-planning.html

Sunday, August 28 2016. Holding Every Client in the Highest Regard. Life and Retirement Planning. Life and Retirement Planning. Our goal is to help you achieve a gracious lifestyle. To maintain long-term funding goals we create custom retirement plans for our clients. These plans identify income goals and are designed to include objectives such as funding charitable giving, healthcare expenses, or travel. In designing portfolios, we focus on the specific needs of our clients. Peter Mueller, President.

3

Libbie Agran Financial Services | Frequently Asked Questions

http://www.lafs.net/resources/faq.html

Sunday, August 28 2016. Holding Every Client in the Highest Regard. Life and Retirement Planning. Please click the questions below to discover the answers. What is your investment minimum? Our minimum for new accounts under management is $500,000 per client. Account minimums may be waived at our discretion. What separates us from other financial advisors? What does the CFP mark stand for? What is a RIA? A Registered Investment Advisor (RIA) is a professional firm that offers personalized financial advice...

4

Libbie Agran Financial Services | Our Process

http://www.lafs.net/about/our-process.html

Sunday, August 28 2016. Holding Every Client in the Highest Regard. Life and Retirement Planning. Throughout the wealth management process we engage our clients and provide them with an exceptional level of personalized service. We value client meetings as an integral part. Our investment strategy focuses on generating a sustainable total return. We review and update client portfolios over time through an analysis of their performance. We can adapt the investment plan to fit with your appropriate goa...

5

Libbie Agran Financial Services | Why Choose Us?

http://www.lafs.net/about/why-choose-us.html

Sunday, August 28 2016. Holding Every Client in the Highest Regard. Life and Retirement Planning. At Libbie Agran Financial Services we understand the unique issues facing wealthy individuals. We distinguish ourselves through the quality and confidentiality of our service, the depth of our relationships, and our disciplined approach to investing. As of our most recent ADV filing we manage over $650 Million in equities and fixed income. Peter Mueller, President. Powered by AdvisorFlex Website Templates.

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CALIFORNIA | U.S. Hedge Funds

http://ushedgefunds.com/california-hedge-funds

Information on Hedge Funds in the United States. Monday, September 5, 2016. We have compiled a list of 18. Hedge Funds in the state of California. Just Click on the Hedge Fund below and you will be taken to their website address. 300 NORTH CAPITAL LLC. Walnut Creek, CA. ADELANTE CAPITAL MANAGEMENT LLC. AFFINITY INVESTMENT ADVISORS LLC. Santa Monica, CA. AKANTHOS CAPITAL MANAGEMENT LLC. Woodland Hills, CA. ALPHA CUBED INVESTMENTS LLC. New Port Beach, CA. La Jolla, CA. AMERICAFIRST CAPITAL MANAGEMENT LLC.

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Monday, August 10 2015. Holding Every Client in the Highest Regard. Life and Retirement Planning. Welcome to Libbie Agran Financial Services. Libbie Agran Financial Services is a Santa Monica-based wealth management firm with over 30 years of professional experience. We specialize in wealth management for high net worth individuals including their families, trusts, and foundations. Our minimum for new accounts under management is $500,000 per client. Http:/ www.SchwabAlliance.com.

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