First Point Financial Management is an independent wealth management firm providing personalized asset management, financial planning and liability management. With nearly 40 years of experience, we will help you build wealth and achieve your life goals. As part of our process, we will help customize portfolios according to your financial situation and in a way that matches your lifestyle needs, goals and level of risk-tolerance. We also work with your CPA to assist in implementing strategies to minimize tax consequences and help you retain more of your wealth.
We can also assist you in Estate and Trust Planning, Insurance Coverage Analysis and Assessment and Employer/Employee Benefits.
David Mizrahi is a registered advisor and securities are offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC . Investment Advisory Services offered through Kestra Private Wealth Services, LLC. First Point Financial Management is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. First Point Financial Management and Kestra IS are not affiliated.
This LinkedIn site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Private Wealth Management, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 23622 Calabasas Rd #300, Calabasas,california 91302,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- fpfmgmt.com
- HQ
- Calabasas, California
First Point Financial Management Questions
First Point Financial Management's website is fpfmgmt.com
First Point Financial Management's LinkedIn profile is https://www.linkedin.com/company/first-point-financial-management
First Point Financial Management has
3 employees.
View email and phone details for 3
employees at First Point Financial Management.
First Point Financial Management's industry is
Financial Services
First Point Financial Management's top competitors are
Intelligent Pmi Limited,
Mile Wealth Management,
Cultivate Financial Planning,
First Point Insurance,
Lifesighted,
Bluepoint Wealth Advisors,
Mission Street Wealth Planning,
Tend Wealth,
Atlas Wealth Management Group Llc,
Fellows Wealth Management.
First Point Financial Management's categories are Financial Services
First Point Financial Management's founding year is 2014
