Chad Kessler

Chad Kessler Email and Phone Number

(949) 533-0707Managing Director, One Capital Management @ One Capital Management, LLC
westlake village, california, united states
Chad Kessler's Location
Newport Beach, California, United States, United States
Chad Kessler's Contact Details

Chad Kessler personal email

n/a
About Chad Kessler

As a Director in the the Private Client Group of C.K. Cooper & Company, I have one single focus: To provide my clients with the highest risk-adjusted returns possible. I believe that Investors should be rewarded for the risk they are willing to take. At C. K. Cooper & Company we offer a sophisticated wealth management approach that considers our clients goals for liquidity and growth, tax minimization, and tolerance for risk when creating custom portfolio solutions. Our Nobel-Prize winning method of analyzing and designing portfolios gives us an advantage when offering clients the highest level of risk-adjusted returns. All clientele have access to our nationally acclaimed securities research, access to the firm's underwriting calendars, including IPOs and other new issues, and proprietary products.Specialties: FINRA Series 7, 66, 24CA State Insurance License #0E70790.

Chad Kessler's Current Company Details
One Capital Management, LLC

One Capital Management, Llc

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(949) 533-0707Managing Director, One Capital Management
westlake village, california, united states
Website:
onecapital.com
Employees:
34
Chad Kessler Work Experience Details
  • One Capital Management, Llc
    Managing Director
    One Capital Management, Llc Apr 2021 - Present
    View
  • C.K. Cooper & Company
    Director
    C.K. Cooper & Company Jan 2007 - Present
    Irvine
    C.K. Cooper & Company provides comprehensive private wealth management to select individuals, families and corporations.C.K. Cooper & Company is comprised of professionals with accounting, legal, research, private banking and institutional asset management experience, providing wealth management clients with diversified professional service. C.K. Cooper Clientele have access to out nationally acclaimed securities research,access to the firm's underwriting calendars, including IPO's and other new issues, and proprietary products. We create an exclusive personal partnership with each client in order to meet their financial goals.C.K. Cooper is a dynamic wealth management firm that considers out clients goals and needs for liquidity and growth, tax minimization, and tolerance for risk. We provide diversified and complimentary core investment strategies, augmented, where appropriate, by select outside money managers. We offer a full range of investment capabilities that include:o Strategic Asset Allocationo Equity Investmentso Fixed income Investmentso Alternative Investmentso Private Placementso Wealth Protection and transfero Tax Minimization Strategieso Charitable Givingo Investment Policyo Estate and Insurance Planning
  • Axa Advisors
    Financial Consultant
    Axa Advisors May 2005 - Dec 2007
    Specialized in Qualified Retirement Plans Management. Responsible for Long Beach Unified School District retirement plans. Provided asset allocation strategies training sessions, and pension consulting seminars on a weekly basis to educators and non-profit employees.Also enjoyed a certification in pension maximization strategies utilizing various life insurance products.

Chad Kessler Skills

Investments Asset Allocation Alternative Investments Series 7 Fixed Income Options Strategies Asset Managment

Chad Kessler Education Details

Frequently Asked Questions about Chad Kessler

What company does Chad Kessler work for?

Chad Kessler works for One Capital Management, Llc

What is Chad Kessler's role at the current company?

Chad Kessler's current role is (949) 533-0707Managing Director, One Capital Management.

What is Chad Kessler's email address?

Chad Kessler's email address is ck****@****ref.org

What is Chad Kessler's direct phone number?

Chad Kessler's direct phone number is +194953*****

What schools did Chad Kessler attend?

Chad Kessler attended Chapman University.

What are some of Chad Kessler's interests?

Chad Kessler has interest in Collecting Antiques, Gardening, Investing, Electronics, Quality Time With Wife, Fishing, Sports, The Arts, Golf, Collecting.

What skills is Chad Kessler known for?

Chad Kessler has skills like Investments, Asset Allocation, Alternative Investments, Series 7, Fixed Income, Options Strategies, Asset Managment.

Who are Chad Kessler's colleagues?

Chad Kessler's colleagues are Jason Nahoul, Cmt, Matthew Kitzman Crpc, Natalie Schlegel, Jason Huang, Danielle Spencer, Sheri Ann Chang Yamaguchi, Hayden Barre-Henuset.

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