Jose Pablo Buerba is a financial advisor with MAI Capital Management, LLC in Los Angeles, CA. He holds a Series 66 designation and has six years of industry experience, including prior roles at Merrill Lynch, Pierce, Fenner & Smith Inc., Beverly Hills Private Wealth, LLC, and Evoke Advisors.
MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of investment strategies and offers services such as financial planning, tax, and trust administration.