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Cynthia Jabr

Advisor at Brand New Day Wealth Planning, LLC — Los Angeles, CA

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

13 years

Location

Los Angeles, CA 90048

Brand New Day Wealth Planning, LLC logo

Brand New Day Wealth Planning, LLC

Independent

Total advisors

1

Clients per advisor

5 Low

Avg AUM per client

$0 Very Low

HNW client ratio

0% Low

About

Cynthia Jabr is a CFP® professional with 13 years of industry experience, currently serving as the principal advisor at Brand New Day Wealth Planning, LLC. She previously worked at UBS Financial Services Inc. for seven years before founding her independent firm. Brand New Day Wealth Planning, LLC offers fee-only financial planning to individuals and high-net-worth clients through comprehensive and project-based engagements, as well as educational seminars. The firm provides investment recommendations based on modern portfolio theory and passive/index strategies, focusing on personalized planning without managing or taking custody of client assets.

Client services

Based on Brand New Day Wealth Planning, LLC

Financial planning Educational seminars or workshops

Expertise

Based on Brand New Day Wealth Planning, LLC

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning

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Fee options

Fixed

Fixed fees for Comprehensive Financial Plan ($3,500 - $6,500); Project-Based Financial Planning ($2,000 - $3,000); Educational Seminars (up to $10,000)

Project-based

$250 per hour for project-based financial planning

Subscriptions

Ongoing Financial Planning Fees paid monthly ranging from $100 to $500

Other

Fee-only: Fixed fees ranging from $2,000 to $6,500 for financial planning services; Hourly rate of $250 for project-based financial planning; Monthly recurring fixed fees for ongoing financial planning ranging from $100 to $500; Educational seminars fees up to $10,000

Location

Los Angeles, CA

8255 Beverly Blvd

Los Angeles CA 90048

Advisors at this office

1

Most active in

California

Work history

13 years of industry experience

Brand New Day Wealth Planning, LLC

2023 - Present • 3 years

Los Angeles, CA

UBS Financial Services

2015 - 2022 • 7 years

Century City, CA

Disclosures

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

Business activities & affiliations

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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
user avatar

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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Sevada Z

Series 66

Burbank, CA

LPL Financial

Sevada Zadooryan is a financial advisor with LPL Financial in Burbank, CA, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Mechanics Bank, CUSO Financial Services, J.P. Morgan Securities, Bank of America, and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

College savings (529s, UTMA, etc.)
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Joo Hong K

Series 63, Series 65

Los Angeles, CA

Solomon Investment Consulting, Inc.

Joo Hong Kim is a financial advisor at Solomon Investment Consulting, Inc. in Los Angeles, CA, with 25 years of industry experience. He has held roles at the Asian Pacific American Dispute Resolution Center and the Pacific Business Exchange Golf Club. Kim holds Series 63 and Series 65 licenses. Solomon Investment Consulting is a fee-only, single-advisor registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm manages approximately $27.8 million across about ten client relationships, offering discretionary and non-discretionary portfolio management and financial planning based on valuation and fundamental analysis, with a performance-based fee option available to qualified clients.

Active portfolio management
user avatar

Max P

CFP®, Series 66

Playa Del Rey, CA

Pashman Financial LLC

Max Pashman is a CFP® professional with eight years of experience in financial advising. He is the principal of Pashman Financial LLC, an independent advisory firm, and has held roles at firms including Nectarine and Origin Financial. Outside of his advisory work, he is involved with Nectarine Financial Inc. as a financial planner. Pashman Financial LLC serves individual and high-net-worth clients with tailored investment management and a range of financial planning services. The firm primarily employs a passive investment approach using model portfolios, index funds, ETFs, and separately managed accounts, and also provides retirement plan consulting and financial education seminars.

General tax planning College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting Founder/Business Owner
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Dominic W

Series 65

Los Angeles, CA

MDW Capital Management Corp.

Dominic Waechter is a financial advisor at MDW Capital Management Corp. in Los Angeles, holding a Series 65 designation with three years of industry experience. He has worked at Hammelman Capital Management LLC and currently maintains roles in accounting at DLD Accountancy, LLP, and in real estate brokerage and property management. In addition to his advisory work, Waechter is a licensed life insurance agent. MDW Capital Management Corp serves individual and high-net-worth clients through a single-advisor practice that oversees approximately $12.5 million in assets. The firm employs a referral and oversight model, matching clients with third-party discretionary managers and monitoring those externally managed portfolios without directly trading client accounts.

Wealth management
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