Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Or? Claim Your ProfileOr Pikary is a Certified Financial Planner™ and Personal Financial Specialist with Mariner Wealth Advisors. Or has been in the industry since 2014. Prior to joining Mariner Wealth Advisors, Or was an accountant at Mazars USA, LLP and Moss Adams, LLP. Or is registered with the state of California as an Investment Advisor Representative (IAR). Or holds a CPA designation. Or currently serves on the board of directors for two Homeowners Associations, is a member of the AICPA Credential Committee and has various other business interests.
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.
Family office 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.
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CA
01/03/2023 - Present
Mariner Wealth (El Segundo CA)
Active
Inactive
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