Aura

Carmi

CFP®

picture of a planner

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.

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