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Arlene D

CFP®, Series 63, Series 65

Long Beach, CA

Kestra Advisory

Arlene Dimitian is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Kestra Advisory Services, LLC. She has worked at Kestra since 2019, following prior roles at Foresters Financial Service in Los Angeles. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional investors, and individuals. The firm offers a range of services from fiduciary consulting and plan design to asset management, supported by due diligence and multiple management platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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