Ronnie A. Kahn
ACCUMULATION STRATEGIES
Woodland Hills, CA 91367-2238
Some features on this profile are disabled
CRD#: 2346778
Professional summary
Ronnie Alan Kahn, CFP® is a registered financial advisor currently at ACCUMULATION STRATEGIES located in Woodland Hills, California.
Ronnie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Ronnie has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
Biography
Ronnie Kahn, CFP, has held the Certified Financial Planner License® for eighteen years. He is a member of the Financial Planning Association. He has been a featured planner in the LA Times Money Makeover columns, is the author of “Money Consciousness” in The Journal of Financial Planning, and has been quoted on the Fox Market Wire Personal Finance website.
Ronnie is passionate about getting a select group of clients to question deeply held beliefs and stagnant patterns. Ronnie guides investors to balance their books on a metaphysical as well as material level, helping them implement investment strategies that match life goals. Though he understands that wealth management is serious business, he’s not afraid to show clients that, when it comes to money, laughter is the best stock ever.
Ronnie’s workshops, “Money Makeover for Couples” and “Designing Your Financial Vision,” have been popular in the Los Angeles area. He enjoys speaking, writing and serving as a panelist at various industry programs, where he has been known to ask everyone from CEO’s to busboys, “What do you think money means?”
Question & Answer
What are your service offerings?
Education Planning
Retirement Planning
Insurance Planning
Investment Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Financial Psychology/Coaching
Investment Advice with Ongoing...
Socially Responsible Investmen...
Women's Financial Planning Iss...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ronnie Alan Kahn's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1996
Experience
Current
July 25, 2016 - Present
ACCUMULATION STRATEGIES
Office #1: 6355 Topanga Canyon Blvd. #525, Woodland Hills, CA 91367-2238RIA
CRD#: 112502
Woodland Hills, CA
Past
June 25, 1998 - April 12, 2010
SECURITIES AMERICA, INC.
BD
CRD#: 10205
WOODLAND HILLS, CA
Past
March 28, 1994 - May 18, 1998
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
Past
April 29, 1993 - February 3, 1994
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(7/25/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
ACCUMULATION STRATEGIES
ACCUMULATION STRATEGIES | KAHN, RONNIE ALAN
CRD#: 112502 / SEC#:
California
Registered Investment Advisory firm - (9/24/1998 Approved)New York
Registered Investment Advisory firm - (5/20/2005 Cancelled)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
6355 Topanga Canyon Blvd, Suite 525, Woodland Hills, CA 91367
Mailing Address
Phone number
(818) 712-9299
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 72 |
| AUM (Assets Under Management) | $ 25,557,115 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
