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Maurice F

CFP®, Series 65

El Segundo, CA

Mariner

Maurice Franklin Jr. is a CFP® with five years of industry experience, currently serving as a financial advisor at Mariner. His prior work experience includes six years at Saks Fifth Avenue. Mariner serves a broad mix of clients, including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by internal research and third-party managers, with notable integration of tax and accounting services uncommon at this enterprise scale.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kenneth C

CFP®, Series 63

El Segundo, CA

Mariner

Kenneth Cole is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner, he worked at Northwestern Mutual Wealth Management Company and Edward Moyzes. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and integrated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with a notable focus on tax and accounting integration uncommon among large advisory enterprises.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael F

CFP®, Series 66

El Segundo, CA

Mariner

Michael Fink is a CFP® and Series 66 professional with four years of experience in financial advising. He currently works at Mariner Wealth Advisors and has previous experience at EP Wealth Advisors, Highmark Capital Management (Union Bank Private Bank), and U.S. Trust. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm uses customized portfolios supported by an internal team and third-party managers, and it offers integrated tax, accounting, and family office services uncommon among large advisory firms.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Aaron D

CFP®, Series 66

El Segundo, CA

Mariner

Aaron Dues is a CFP® professional with 10 years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously spent five years at Kayne Anderson Rudnick Investment Management, LLC. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by both in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions uncommon for firms of its size.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Lauren S

Series 65

El Segundo, CA

Mariner

Lauren Salas is a financial advisor at Mariner with five years of industry experience. She holds a Series 65 designation and previously worked at Morton Capital Management and Ferguson Enterprise. Outside of financial advising, Salas is involved with Salas Homes, where she performs administrative duties. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by an internal team and third-party managers, and it features integrated tax and accounting services uncommon for firms of its size.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jonathan H

CFP®, Series 65

El Segundo, CA

Mariner

Jonathan Hyre is a CFP® with five years of industry experience, currently serving at Mariner Wealth Advisors since 2022. His prior roles include positions at The Legacy Financial Group, CCK Strategies PLLP, and Bank of Oklahoma. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by both internal research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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