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Abraham Daniel Israeli

Advisor at Cerity partners LLC — El Segundo, CA

Updated today

Credentials

CFP®, CFA®, Series 65

Experience

8 years

Location

El Segundo, CA 90245

Cerity partners LLC logo

Cerity partners LLC

Enterprise

Total advisors

762

Across 87 offices

Clients per advisor

33 Very Low

Avg AUM per client

$4,574,620 Very High

HNW client ratio

58% Very High

About

Abraham Israeli is a CFP®, CFA®, and Series 65-licensed financial advisor with eight years of industry experience. He is currently with Cerity Partners LLC and has prior experience at Running Point Capital Advisors, LLC, and Kennedy Wealth Management, LLC. He also operates as an independent insurance agent. Cerity Partners provides customized wealth management and related services to a national client base that includes individuals, families, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens, offering a range of services including portfolio management, financial planning, tax planning, and access to alternative and private-market investments.

Client services

Based on Cerity partners LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cerity partners LLC

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy

Occupation focus

Based on Cerity partners LLC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Flat fees may be charged for financial planning and other non-investment advisory services, negotiated per engagement.

Commissions

Commissions are earned by affiliated insurance agency CP Risk Management on insurance and annuity products; also, certain employees acting as registered representatives earn commissions on brokerage transactions.

Project-based

Hourly fees may be charged for financial planning or other consulting services, based on scope of engagement.

Performance-based

Performance-based fees are charged to qualified clients under Rule 205-3; also, affiliated private investment vehicles may charge performance fees as described in governing documents.

Other

Minimum fee: Minimum fees may be charged if assets under management fall below a threshold; specifics are negotiated with each client and may exceed 1.50% of assets under management. Fee-only: Financial planning fees may be charged as flat fees or included in investment management fees; fees are negotiable and vary by client circumstances.

Location

See office

El Segundo, CA

101 N Pacific Coast Highway, Suite 305

El Segundo CA 90245

Advisors at this office

5

Most active in

California

Work history

8 years of industry experience

Cerity partners LLC

2026 - Present • 1 year

New York, NY

Running Point Capital Advisors, LLC

2022 - 2026 • 4 years

El Segundo, CA

Kennedy Wealth Management, LLC

2017 - 2021 • 4 years

Calabasas, CA

Independent insurance agent

2016 - 2026 • 10 years

Calabasas, CA

Kennedy Wealth Management, LLC

2016 - 2021 • 5 years

Calabasas, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Marie T

CFP®

Hawthorne, CA

Modern Assets, LLC

I'm Marie Thomasson, CFP®, and I built Mothered to offer financial planning for women so that money supports your human experience instead of dictating it. My clients carry a lot of labels: wife, divorcee, widow, mother, daughter, or single. At Mothered, you’re more than any of them. Whether you’re planning for the next three generations or “just” yourself, we support your needs and desires fully, without judgment, and with the care you deserve. You’ve carried the weight financially and emotionally, whether you’re in the midst of figuring out the moving parts or in a place to stop and get organized. Let Mothered share the load by caring for your finances like a mother would. Mothered keeps a small client load to give each person depth of care and attention. My job is to collaborate with you to build a framework that nurtures your financial empowerment so that your will outshines the pull of fear. My clients often bring me problems that aren’t financial, and I organize a financial gameplan to dispel the fear at the root of the issue. Mothered’s services transmute your emotional responses to money so you can use it as the tool for the life you want: a life of art and culture, hotels with robes, travel, and care for your loved ones and community. Money gets to be a resource for connection and expression as well as freedom from want and security from fear. Wild, worldly matriarchs and childless cat ladies, please apply.

Inherited wealth Founder/Business Owner Intergenerational Families Women's Finance Gen X (Born 1965-1980)
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Drew F

Series 65

Los Angeles, CA

Wideframe Wealth

Drew Feldman is the founder of WideFrame Wealth in Los Angeles, serving nationwide. He is an Accredited Portfolio Management Advisor™ and holds a Series 65 designation. Flat fee, fee only.

General tax planning Equity compensation tax strategy Factor investing / smart beta Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Artists or Creative Self-Employed Founder/Business Owner Real Estate Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Jai P

Series 66

Santa Monica, CA

Archer Investment Corporation

Jai Prabakaran is a financial advisor with Archer Investment Corporation and holds a Series 66 designation. He has over 10 years of industry experience and previously worked at Bankers Life and HD Vest. He is also President at Pacific Taxes and Investments, which provides tax preparation and accounting services. Archer Investment Corporation offers investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary funds. The firm serves clients via a multi-branch, independent-contractor model and manages diversified portfolios with a focus on equities, fixed income, mutual funds, ETFs, and options.

Active portfolio management Options & derivatives strategies
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Fred K

Series 63, Series 65

Venice, CA

Guardian Life

Fred Kettler is a mindful, holistic financial coach and independent financial professional serving Miami, Florida and Southern California, with nearly four decades of experience helping individuals, families, and business owners gain greater clarity, confidence, and peace of mind around their financial lives. Since beginning his career in 1987, Fred has focused on helping clients think beyond products, market returns, or isolated financial decisions. His planning approach is built around four key areas: cash-flow awareness, income and family protection, broadly diversified long-term investing, and retirement income planning. Fred’s work is centered on helping clients better understand where they are today, where they want to go, and how to build a more thoughtful roadmap for the future. His process emphasizes education, stewardship, long-term discipline, and creating dependable income strategies designed to support clients through every stage of life, especially as they approach or move through retirement. Rather than focusing solely on assets under management, Fred helps clients explore the bigger picture: how their savings, investments, insurance, income sources, and retirement goals can work together more effectively. His goal is to help people make more confident decisions, protect what matters most, and move forward with greater financial peace of mind. Fred Kettler is associated with Kettler Financial and has served clients for many years through a personal, relationship-driven planning process. His work is especially suited for individuals and families seeking a thoughtful financial chat, a clearer retirement income strategy, and a more holistic approach to long-term financial wellbeing.

Wealth management Retirement withdrawal strategies Income planning Life insurance needs analysis Retirement income strategy Self-Employed Financial Professional
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George B

CFA®

Palos Verdes Estates, CA

Confido Capital, LLC

Brad Boyd, CFA, is founder and CIO of Confido Capital, LLC. He helps individuals, families and business owners build portfolios around their income needs, long-term goals and tolerance for risk. He brings 20+ years of investment-industry experience, with expertise in fixed income, income strategies, multi-asset investing, portfolio construction and risk management. Before founding Confido, Brad held executive and portfolio management roles at Oaktree and Payden & Rygel. Today, he combines that experience with personal, approachable investment management and wealth advisory, with a focus on the South Bay of Los Angeles.

Private / alternative investments Options & derivatives strategies Active portfolio management
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Jeffrey M

Series 65, Series 66

Downey, CA

Kodiak Capital Advisors LLC

Jeffrey Mansell is a financial advisor with Kodiak Capital Advisors LLC, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. His prior work includes roles at National Planning Corporation and Edward Jones. Kodiak Capital Advisors LLC provides discretionary portfolio management to individuals and high-net-worth clients, focusing on customized investment policies and ongoing portfolio supervision. The firm’s investment approach emphasizes fundamental analysis and may include small- and medium-cap securities, bonds, ETFs, and options strategies.

Active portfolio management
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