Kevin Friedman

Services Offered

• Holistic financial planning
• Investment strategies
• Insurance strategies

About

Kevin Friedman is a financial consultant based in Los Angeles, California, affiliated with Oppenheimer. He specializes in holistic financial planning, aligning clients' unique goals and values with tailored investment and insurance strategies. Through an in-depth discovery process, Kevin gains a comprehensive understanding of each client's situation, time horizon, and risk tolerance. He focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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