Unclaimed
Brenton Kessel is a financial advisor with over 20 years of experience. He has been with Abacus Wealth Partners since 2004 and is a Certified Financial Planner. Brenton is passionate about helping clients achieve their financial goals and is dedicated to providing personalized financial planning and investment management services. He also works with LIFT Communities, a non-profit organization that helps to alleviate poverty. His expertise includes portfolio management for individuals, businesses, and pooled investment vehicles. He also provides financial planning and pension consulting services. Brenton specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/21/2004 - Present
Abacus Wealth Partners (SANTA MONICA CA)
BC
Issued 11/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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