Advisors at this firm
Geoffrey B
CFP®, Series 63, Series 65
Los Angeles, CA
Bates Wealth Management, LLC
Geoffrey Bates is a CFP® with 26 years of experience in financial advising. He is the principal of Bates Wealth Management, LLC, where he has worked since 2016, and previously held roles at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. He also owns Bates Insurance Services, through which he sells life and health insurance. Bates Wealth Management provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, business entities, and workplace plans. The firm uses both fundamental and technical analysis and incorporates derivative and option strategies within managed accounts.
David O
CFP®, ChFC®, Series 63
Los Angeles, CA
Bates Wealth Management, LLC
David Ono is a financial advisor at Bates Wealth Management, LLC in Los Angeles, CA, holding the CFP® and ChFC® designations with 12 years of industry experience. He has worked at Bates Wealth Management since 2016 and was a sole proprietor from 2013 to 2016. Outside of his advisory role, he is also a licensed life and health insurance agent. Bates Wealth Management provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, business entities, and workplace plans. The firm employs both fundamental and technical analysis, incorporates derivative and option strategies, and offers personalized investment programs based on documented client goals and risk tolerances.
