Ara  Oghoorian,  CFP<sup>&reg;</sup> - Financial Advisor

Ara Oghoorian, CFP®

CFA, CPA

Founder & President

ACap Advisors & Accountants

16133 Ventura Blvd, Ste 600
Encino, CA 91436
FINANCIAL ADVISOR'S WEBSITE
(818) 272-8511

General

Ara Oghoorian is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at ACap Advisors & Accountants in Encino, CA and the surrounding communities.

Financial Advisor Overview

ACap Asset Management is a Fee-Only financial advisory firm providing comprehensive financial advice specifically tailored for doctors and medical professionals.

We at ACap understand that as a physician, it is a challenge to balance the many elements of a busy life, including your practice, family, and finances. Because you don’t have time to devote to managing your assets and planning your financial future, you need a trusted adviser to act as your personal CFO and ensure that your financial assets are working as hard as you are. 

Whether your goal is to create a manageable budget to pay off education loans and save each month, plan for the purchase of a home, establish or manage your retirement accounts, minimize taxes, or ensure your existing portfolio is in line with your goals, ACap will work to maximize your profits.

Just as you help your patients achieve medical health, ACap Asset Management will help you achieve financial health.

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Financial Advisor Experience

Ara Oghoorian, CFA, CFP® is the founder and president of ACap Asset Management, Inc. a boutique wealth management firm located in Los Angeles, CA. ACap provides comprehensive investment management and financial planning services with a niche in advising physicians and medical professionals. 

A native of Southern California, Ara began his professional career 20 years ago at Wells Fargo Bank in Huntington Beach, CA piloting new supermarket banks. He then moved to San Francisco to obtain a degree in finance and worked full time at the Federal Reserve Bank during his junior year in college. Ara spent nearly 10 years there as a bank examiner where he audited U.S. banks, bank holding companies, and foreign institutions from Japan, Hong Kong, China, Korea, Taiwan, Philippines, UK and France. In 2005, Ara accepted a prestigious position with the US Department of the Treasury as the resident advisor to the Ministry of Finance and Economy in the Republic of Armenia. He was responsible for advising the Republic of Armenia on how to transition from a centralized audit function to a decentralized system. Upon his return to the US, Ara worked for a wealth management firm in the Washington DC area advising and managing the personal wealth of CEOs from Fortune 500 companies.

He is a member of the CFA Institute, CFA Society of Los Angeles, FPA of Los Angeles, NAPFA, and CFALA's Applied Behavioral Finance Committee. In addition to his work in finance, Ara also sits on the board of the Children's Music Fund and the World Children’s Transplant Fund. Ara is a frequent speaker at local medical schools, medical societies, professional organizations, and private businesses. He has a degree in finance from San Francisco State University, is a Commissioned Bank Examiner through the Federal Reserve Board of Governors, holds the Chartered Financial Analyst (CFA) designation, Certified Financial Planner designation, and holds the Series 65 license.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA)
  • Other - Enrolled Agent

Broker-Dealer Disclaimer

None

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Corporate Finance, Employee Benefits, Limited Partnerships, Mutual Funds, Getting Married, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Tangible Assets, Starting a Family, Sudden Wealth, Nontraditional Households

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Helpful Financial Planning Resources