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Checkout Personal Finance for Champions in Los Angeles, CA — Financial Advisor Watch Video

Personal Finance for Champions, Financial Advisors in Los Angeles, CA

Today, I am a dedicated personal finance and investment expert helping my clients to strategize their personal finance, savings and investments to achieve their financial goals. My belief is that everyone is unique and thus requires a hands-on tailored approach. Wealth management is an ever-evolving process requiring constant attention and client communication.

Q Who should enroll in a course?

If you feel a bit lost when it comes to your personal finances or looking to get some pointers so you can head in the right direction

If you in a ton of debt and finally want to get started doing something about it taking a free course and start working with me is the right thing sto do!

As a CSI® Wealth Management Essential graduate, I want to help you grow your personal finance so you can focus on what really matters. To learn more, book a discovery call with me. I am experienced working with individual, couples and families.

Q How did you get started?

Having no previous background in the industry I taught myself the basics using online resources. Within four years I expanded the business to a staff of 45 with operations in Ontario, Alberta and British Columbia. I also opened a location in San Francisco in 2014 and later sold it to my business partner there.

Over the years I had to learn, implement and delegate all aspects of running a business (marketing, technology, accounting etc). The business was sold in 2019 to the management team and I decided to pursue my true passion and I became an Investment Advisor.

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October, 2021



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August 26,2019

  • Tuesday
  • 9:00am - 10:00am
  • Koby Lerner
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  • Price Range $1000 - $2500
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