Advisors at this firm
Jared K
Series 66
West Bloomfield, MI
Redwood Wealth Management, LLC
Jared Kohlenberg is a financial advisor at Redwood Wealth Management, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Before entering finance, he was involved with the University of Michigan Football program and various roles at the University of Michigan. Redwood Wealth Management provides discretionary portfolio management and financial planning to individuals, corporations, and other entities. The firm develops tailored investment policies based on client risk profiles and employs a combination of fundamental, technical, and cyclical analysis alongside manager due diligence and access to alternative investments.
Ayodeji E
Series 65
Santa Monica, CA
Redwood Wealth Management, LLC
Ayodeji Egbeyemi is a financial advisor at Redwood Wealth Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked previously at Farmers Insurance, the Los Angeles Clippers, and PCG Financial. He has been with Redwood Wealth Management since 2018. Redwood Wealth Management provides discretionary portfolio management and financial planning services to individuals, corporations, and other entities. The firm uses a client-driven investment approach that includes fundamental, technical, and cyclical analysis, and offers access to a range of investment options including proprietary Special Purpose Vehicles.
Benjamin L
Series 66
Santa Monica, CA
Redwood Wealth Management, LLC
Benjamin Lincoln is a Series 66-licensed advisor with 22 years of industry experience. He has been with Redwood Wealth Management, LLC since 2014 and serves as the firm's president. In addition to his advisory role, he is involved in a non-investment business activity related to bill payment services. Redwood Wealth Management provides discretionary portfolio management and financial planning to individuals, corporations, and other entities. The firm uses a client questionnaire to develop tailored investment policies and employs a combination of fundamental, technical, and cyclical analysis in its investment process.