Aura
Carmi
CFP®
Here to act in your best interests
About me
A financial planner since 2008, I use my many years of experience to help my clients create realistic financial plans and diversified investment portfolios to enable them to reach their goals. I enjoy developing lifelong relationships with my clients and supporting them as they navigate financial challenges and opportunities through all stages of life.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Arts, Psychology - University of California, Los Angeles
Visit one of our Locations
Los Angeles III - Woodland Hills
21550 Oxnard Street
Suite 810
Woodland Hills, CA 91367
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
