Achieving your goals It starts with insightful advice

Aric J. Zamel, CFP®, CPWA®

Managing Director - Wealth Management
Financial Advisor
Private Wealth Advisor
Senior Portfolio Manager



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131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go.

As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change, so you can embrace your financial future with confidence no matter what the environment.

Aric Zamel has been recognized as an industry leader.

  • Forbes America's Top Next Generation Wealth Advisors, 2018, 2019
  • Forbes Best-In-State Wealth Advisors, 2018, 2019
  • On Wall Street Top 40 Advisors Under 40, 2018, 2019, 2020
  • UBS Top 35 Under 35, 2013, 2014

For some of life's questions your are not alone, together we can find the answer


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