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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abraham? Claim Your ProfileAbraham Israeli is a financial advisor with Running Point Capital Advisors LLC based in El Segundo, CA. Abraham has been a registered Investment Advisor representative since August 2022. Prior to that, Abraham has been a Certified Financial Planner and Chartered Financial Analyst since 2017. He has worked with Kennedy Wealth Management LLC in Calabasas, CA for over 6 years. He has extensive experience with high-net-worth individuals and provides financial planning, selection of other advisors, and portfolio management services. Abraham also provides advisory services for business development companies, pension and profit sharing plans and corporations. Abraham Israeli holds the Series 65 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
08/16/2022 - Present
Running Point Capital Advisors LLC (EL SEGUNDO CA)
IA
Issued 10/28/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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