CTP, Series 65 Advisory Registration†
Ariel’s impressive career in the financial services industry includes positions such as Associate Fixed Income Portfolio Manager, Municipal Bond Trader, Senior Investment Officer (responsible for managing over $8 billion in Fixed Income securities), Senior Vice President – Fixed Income, and Director of Fixed Income Investments. That’s an undeniably remarkable resumé that Ariel brings to his current role with Wealth Enhancement Group. Ariel is married with two children and enjoys spending time at Disneyland and the local parks. He is also an avid soccer fan.
- BBA, Loyola Marymount University
- Certified Treasury Professional
- Professional Certificate in Personal Financial Planning, UCLA
Ariel serves clients at our Los Angeles, CA office.
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† Advisory registrations are held with Wealth Enhancement Advisory Services.