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Steven C
Series 63
Westlake Village, CA
Carmandalian Financial Group, LLC
Steven Carmandalian is the principal advisor at Carmandalian Financial Group, LLC, with 29 years of industry experience. He holds a Series 63 designation and previously worked at Purshe Kaplan Sterling Investments and Monocot Wealth Management, LLC. In addition to his advisory role, he is licensed as a fixed insurance agent, placing life, long-term care, and disability insurance for clients. Carmandalian Financial Group, LLC advises individuals, trusts, retirement plans, and business entities, providing discretionary portfolio management and a sponsored wrap-fee program. The firm employs an active investment process combining fundamental and technical analysis to build individualized portfolios that may include derivatives and margin borrowing, with a focus on tax-exempt fixed income and total return strategies.
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