Advisor Profile

Art is an Associate Director of Wealth Management at Choreo in Los Angeles, where he partners with clients to provide tailored financial guidance and strategic planning.  He delivers market and macroeconomic updates, reviews portfolio performance, recommends rebalancing strategies and runs financial planning scenarios to support informed decision-making.  With expertise in financial planning, he leverages eMoney to create detailed simulations for retirement, Social Security, college funding, budgeting, and investment analysis.

Art specializes in building comprehensive financial plans that incorporate complex structures and intricate trust arrangements, offering clients a clear snapshot of their financial landscape.  He also evaluates property and casualty insurance to mitigate risks, working closely with insurance professionals to ensure adequate and competitively priced coverage.  Additionally, he reviews core estate planning documents to align legal frameworks with clients’ long-term wishes and facilitates financing solutions for major purchases, including homes, vehicles, aircraft, and artwork.

Dedicated to delivering great service to his clients, Art provides proactive service by responding promptly to inquiries, placing trades, rebalancing accounts and managing cash requests efficiently.  He prepares detailed budget reports, analyzes spending trends, and advises clients on optimizing their overall financial health by managing debt, refinancing high interest loans, and refining spending habits.  His goal is to empower clients with strategies that enhance financial stability and long-term success.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS 

• CFP® & AIF®

EDUCATION

• B.S. Business Administration, Finance -California State University, Long Beach
• UCLA Extension - Personal Financial Planning Certificate Program