Jonathan Isaacman, CFP®, Managing Director, Business Development Officer in Los Angeles | KAR скачать в хорошем качестве

Jonathan Isaacman, CFP®, Managing Director, Business Development Officer in Los Angeles | KAR

Jonathan Isaacman, CFP®, CIMA®, CPWA®, is a Los Angeles area based Managing Director, Business Development Officer at Kayne Anderson Rudnick. Jonathan shares what drew him to wealth management and how the firm strives to help clients navigate complex financial situations. He discusses KAR’s client first approach, the importance of starting with a comprehensive wealth plan, and how tailored investment and planning solutions can support executives, families, and individuals across different stages of life. Discover how collaborative wealth planning helps clients move forward with confidence. Learn more about Jonathan Isaacman on our website here: https://kayne.com/wealth-management/p... And learn more about KAR and our Investment Management and Wealth Management services: https://kayne.com This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information in this video is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date listed on the correspondence, and KAR does not undertake to update the information presented. This information is based on KAR’s opinions at the time of publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein. The information provided here should not be considered legal or tax advice and all investors should consult their legal and/or tax professional about the specifics of their own legal and tax situation to determine any proper course of action for them. KAR does not provide legal or tax advice and nothing herein should be construed as legal or tax advice, and information presented here may not be true or applicable for all legal and income tax situations. Tax laws can and frequently do change, and KAR does not undertake to update this should any changes occur. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/....