Advisor at The L. Warner Companies, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The L. Warner Companies, Inc
Location
Beverly Hills, CA 90212
Credentials
Series 66
Industry experience
8 years
Ala Smochinsky is a financial advisor with The L. Warner Companies, Inc., holding a Series 66 designation and eight years of industry experience. Prior to joining The L. Warner Companies in 2021, he worked at Four Points Capital Partners LLC and Niagara International Capital Limited. Outside of his advisory role, he is involved in property management. The L. Warner Companies serves high-net-worth individuals, trusts, estates, and retirement plans, as well as corporations, non-profits, and other business entities. The firm employs a research-driven investment process led by an internal Chief Investment Officer and analyst team, constructing diversified portfolios with a focus on multi-year horizons and incorporating strategies such as options and third-party manager programs.
Based on The L. Warner Companies, Inc
Based on The L. Warner Companies, Inc
Flat fees may be agreed upon for investment management or financial planning services.
Up to 1.5% annually (maximum) - negotiable
Commission-based compensation may be earned from insurance products sold by associated persons in their separate capacities as insurance agents or brokers.
Account minimum: $500,000 (negotiable) Fee-only: Financial planning fees typically range from $1,000 to $25,000, negotiable; may exceed $25,000 for complex engagements.
9100 Wilshire Blvd., Suite 720 E
Beverly Hills, CA 90212
California
The L. Warner Companies, Inc.
2021 - Present (5 years)
Four Points Capital Partners LLC
2018 - Present (8 years)
Niagara International Capital Limited
2017 - 2018 (1 year)
Niagara International Capital Limited
2016 - 2017 (1 year)
Finestone Partners
2016 - 2021 (5 years)
Casablanca West Apts
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
Series 63, Series 65
Los Angeles, CA
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CFP®, Series 66
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Los Angeles, CA
MDW Capital Management Corp.
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Santa Monica, CA
Joseph C. Longo, Attorney At Law
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