Advisor at Ocean Park Asset Management, LLC
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Firm
Ocean Park Asset Management, LLC
Location
Santa Monica, CA 90405
Credentials
Series 63, Series 66
Industry experience
3 years
Gabriel Bernardi is a financial advisor with Ocean Park Asset Management, LLC, holding Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Sierra Mutual Funds, Northern Lights Distributors, Empower, Wells Fargo Bank, Jackson National Life, and Northwestern Mutual. Ocean Park Asset Management advises individual and high-net-worth clients through discretionary portfolio management and a wrap-style Joint Advisory Program, and serves as the investment adviser to a family of registered investment companies. The firm uses a rules-based, tactical investment process focused on quantitative trend-following signals and a trailing-stop sell discipline to manage risk, primarily implementing strategies through mutual funds and ETFs.
Based on Ocean Park Asset Management, LLC
$0 - $500,000: 2.4% annualized (0.60% quarterly) $500,001 - $2,000,000: Blended rate: 2.4% annualized (0.60% quarterly) on first $500,000, and 1.8% annualized (0.45% quarterly) on amount above $500,000 up to $2,000,000 $2,000,001+: 1.2% annualized (0.30% quarterly)
Account minimum: $100,000 per household, $50,000 per account registration (but Ocean Park may accept smaller accounts at its discretion)
3420 Ocean Park Blvd., Ste 3060
Santa Monica, CA 90405
California
Sierra Mutual Funds
2024 - Present (2 years)
Northern Lights Distributors, Llc
2024 - Present (2 years)
Empower
2022 - 2024 (2 years)
Wells Fargo Bank, nA
2022 - 2022 (1 year)
Wells Fargo Clearing
2022 - 2022 (1 year)
Jackson National LIfe
2021 - 2021 (1 year)
Northwestern Mutual Investment Management
2021 - 2021 (1 year)
Northwestern Mutual Life Insurance
2021 - 2021 (1 year)
Republic Finance
2020 - 2021 (1 year)
UnEmployed
2019 - 2020 (1 year)
Planters Bank
2019 - 2019 (1 year)
Delta State University
2010 - 2019 (9 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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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.
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