Unclaimed
Neela Hummel is an Investment Advisor Representative at Abacus Wealth Partners. Neela is a Certified Financial Planner and has been in the financial services industry since January 2011. Neela is registered with the state of California. Neela specializes in providing financial planning services for individuals, families, and businesses. Neela is also a registered Investment Advisor Representative in California.
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
09/29/2010 - Present
Abacus Wealth Partners (SANTA MONICA CA)
IA
Issued 09/27/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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