Libbie Agran Financial Services is a Santa Monica-based wealth management firm with over 30 years of professional experience. We specialize in wealth management for high net worth individuals including their families, trusts, and foundations. Our minimum for new accounts under management is $500,000 per client.
We believe that the financial success of our clients is based on an in-depth understanding of their entire financial lives. Appropriately, investment portfolios are custom designed to fit each client's specific needs, risk levels, and objectives. We also work seamlessly with your team of advisors in the areas of tax planning, estate planning, insurance and charitable gifting.
Our adherence to best practices in client service and our attention to the personal life details of each and every client have allowed our firm to remain a long-tenured service provider in the wealth management industry.