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Los Angeles Office

Our Los Angeles office delivers wealth management services combining sophisticated strategies with personalized guidance tailored to your financial objectives.

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Los Angeles Office: 601 South Figueroa Street #2000 Los Angeles, CA 90017

M-F 8:00 AM - 5:00 PM

Contact Los Angeles Office

601 South Figueroa Street #2000 Los Angeles, CA 90017

M-F 8:00 AM - 5:00 PM

We Know Los Angeles

As a global center for entertainment, technology, and finance, Los Angeles attracts professionals, entrepreneurs, and families navigating diverse opportunities. Our team understands this dynamic city’s unique financial landscape, from entertainment industry professionals to executives and multi-generational families. Whether you’re constructing a tax-efficient investment strategy, planning for retirement, or building generational wealth, our Los Angeles financial advisors deliver sophisticated guidance informed by local market knowledge and backed by comprehensive national resources.

Wealth Management Services in Los Angeles

Our Los Angeles financial advisors provide integrated wealth management encompassing investment strategies, tax planning, estate planning, and comprehensive risk management.

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Wealth Management >

The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.

Investment Solutions >

Investing is a long-term commitment to your financial well-being. It’s about growing and safeguarding your wealth. Our disciplined, goal-oriented approach ensures your portfolio remains resilient in the face of market and economic fluctuations.

Estate & Gift Planning >

Our sophisticated estate and wealth transfer strategies help you preserve your legacy while helping minimize tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.

Financial Planning >

Successfully navigating the financial challenges that come with wealth necessitates planning, relevant advice, and a financial advisor who’s always in your corner. Cerity Partners provides all three.

Insurance Planning & Risk Management >

Safeguard the financial security you and your loved ones have built. We assess your current risk exposure and develop customized strategies designed to protect the most vulnerable areas of your financial life.

Tax Planning & Preparation >

We design and implement tax optimization strategies, including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.

Our Team of Financial Advisors in Los Angeles

Our Los Angeles team operates as fiduciaries with specialized knowledge, leveraging Cerity Partners’ full resources to provide coordinated financial guidance.

Meet Our Full Los Angeles Team

Our Latest Insights

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: April 2026 Economic and Market Outlook

April 1, 2026 - In his April outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the war in Iran as the dominant concern for financial markets and…

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

March 30, 2026 - Rising inflation, fiscal deficits, and geopolitical pressures have driven stocks and bonds into positive correlation, potentially undermining their long-standing role as mutual portfolio hedges.

Kim Clark

Principal

Individuals and Families

10 Things Business Owners Should Know Before Getting a Divorce

March 26, 2026 - Divorce is always a major life transition, but for business owners it can be especially complex. Your company is not just a source of income:…

Additional Nearby Offices

Los Angeles (Cerity Partners Ventures)

10250 Constellation Blvd #2900 Los Angeles, CA 90067

Cerity Partners Ventures’ Los Angeles office serves corporations across Southern California and beyond with innovative corporate venture capital solutions, Venture Capital as a Service, and startup investment programs designed to drive strategic growth.

Contact Los Angeles (Cerity Partners Ventures) Office

Pasadena

301 East Colorado Blvd., Suite 830 Pasadena, CA 91101

Our Pasadena office delivers wealth management services that blend national resources with personalized attention, designed to help you achieve your financial goals.

Contact Pasadena Office

Encino

16830 Ventura Blvd, Suite 400 Encino, CA 91436

Our Encino wealth management office blends national resources with personalized service designed to help you achieve your financial goals.

Contact Encino Office

Your Introduction to a Trusted Financial Partner Awaits

Contact Los Angeles Office

Our Los Angeles office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Los Angeles Office

601 South Figueroa Street #2000

Los Angeles, CA 90017

Call us to Schedule: (212) 202-1810

Contact Our Los Angeles Office

Call Us: (212) 202-1810

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