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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Modern Assets helps progressives align their wealth with their deepest values. With impactful investing, straightforward fiduciary guidance, and a transparent, empathetic approach, we ensure your wealth mirrors your beliefs.
We offer personalized fee-only financial planning and investment management services that empower you to navigate the complexities of wealth while making a positive impact on the world.
Our commitment to an inclusive, holistic approach ensures stewardship that goes beyond the numbers. We ensure your finances echo your values, not just trends.
Join us on a financial...
Alexander P. Tuckman, AIF®, ChFC®, CRC®, Accredited Investment Fiduciary®, Chartered Financial Consultant® and Certified Retirement Counselor®, has been investing for over 27 years. The son of two award winning economists, brother of a day trader and grandson of a successful business and foundation, Tuckman has grown up on economic principles since childhood.
Tuckman worked at the Goldman Sachs Asset Management Department in 1994. Mr. Tuckman came from a rigorous training program at Searchlight Financial where he was groomed by a 40 year veteran in the industry.
Mr. Tuckman practices what he...
Scott Swanson (CRD# 6491551) is an Investment Advisor Representative working at Quantum Financial Advisors, LLC in Santa Monica, CA and has over 7 years of experience in the finance industry. Scott Swanson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice...
Michael Aaron (CRD# 2619073) is an Investment Advisor Representative working at Wedbush Securities Inc. in Los Angeles, CA and has over 28 years of experience in the finance industry.
Blair Aaronson (CRD# 1343922) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Woodland Hills, CA and has over 39 years of experience in the finance industry.
Mohammed Aater (CRD# 3250900) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Woodland Hills, CA and has over 23 years of experience in the finance industry.
Mira Abas (CRD# 5779397) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Los Angeles, CA and has over 12 years of experience in the finance industry.
Constante Abaya (CRD# 2485305) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly Hills, CA and has over 13 years of experience in the finance industry.
Eric Abbe (CRD# 4793512) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Woodland Hills, CA and has over 19 years of experience in the finance industry.
Dane Abbott (CRD# 5619105) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Angeles, CA and has over 15 years of experience in the finance industry.