A complete list of active advisors currently associated with Pashman Financial LLC
Warmer can help you find a great advisor at Pashman Financial LLC or one who fits your needs even better.
Pashman Financial LLC provides investment management and a range of financial planning services to individual clients, including high‑net‑worth individuals, and also offers retirement‑plan (pension) consulting. The firm manages individually tailored portfolios, delivers comprehensive and limited‑scope planning, and conducts educational seminars and workshops for groups. The firm primarily implements passive investment strategies using index mutual funds and ETFs, and it may subscribe client accounts to third‑party model portfolios through Altruist’s Model Marketplace or utilize Outside Managers while also applying fundamental and cyclical analysis when appropriate. Accounts are reviewed on a periodic basis and managed to clients’ stated objectives and risk tolerances, with quarterly reviews noted for investment and retirement‑plan clients. Noteworthy for its size, the firm operates as a single‑advisor practice with a very small client base, which the brochure describes as enabling an annual implementation calendar and hands‑on plan monitoring. It is uncommon among peers for an independent solo practice to combine pension/retirement‑plan consulting with public educational programming and an owner‑run financial‑education activity, reflecting an emphasis on both plan consulting and investor education.
To learn more about the advisors currently working at Pashman Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Playa Del Rey, CA
| 7
|
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