Experience
Makes all the difference
Aric has been managing investment portfolios for over 17 years. In 2009, he earned his designation as a CERTIFIED FINANCIAL PLANNER™ (CFP®), placing him among a select group of financial advisors across the country. He was ranked in the Top 35 of Financial Advisors Under 35 at UBS in 2013 and 2014, and also in the Top 40 Advisors Under 40 in the U.S. from 2017 - 2019 (On Wall Street). From 2018 - 2020 Aric was recognized by Forbes as one of the best-in-state wealth advisors in California and also one of the top 10 Next-Generation Wealth Advisors in the U.S. In 2018, he also earned his Certified Private Wealth Advisor® (CPWA®) designation through the Investments & Wealth Institute. His business focuses on four areas of Wealth Management: Investment Management, Lending, Retirement Plans, and Estate Planning. His clients include successful business & entertainment executives, physicians, attorneys, and real estate entrepreneurs. He graduated UCLA Magna Cum Laude in 2001 with degrees in both Business Economics and Political Science. He is an active member of his community and serves on the board of directors of two local non-profit organizations.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Managing Director |
Beverly Hills, CA |
February 2009 - Present |
Citi Smith Barney |
Vice President - Wealth Management |
Los Angeles, CA |
September 2001 - February 2009 |
Credit Suisse First Boston |
Investment Banking Analyst Internship |
Los Angeles, CA |
June 2000 - August 2000 |
Accomplishments
- On Wall Street Top 40 Advisors Under 40 in the US, 2017, 2018, 2019
- Forbes Top Next-Generation Wealth Advisor, 2018, 2019 (Ranked #5 in US)
- Forbes Best-in-State Wealth Advisor, 2018, 2019, 2020
Education
- Graduated Magna Cum Laude With College Honors
- B.A. Business Economics - University of California at Los Angeles
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- B.A. Political Science - University of California at Los Angeles
- Certified Private Wealth Advisor® (CPWA® )
Licenses
- Series 65, Registered Investment Adviser
- State of California, Life and Health Insurance Licensed (#0C48803)
- Series 63, Securities Agent State Law
- Series 7, General Securities Representative
Personal & Community
- Nine Years Training in Martial Arts
- Member of the Board & Treasurer -- Young Israel of Century City
Registered States:
AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY