Helping Clients Succeed Financially
I work with clients to provide comprehensive investment planning through a structured process. For nearly 40 years, I have helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in financial markets, I have dedicated myself to delivering the personalized investment planning services my clients deserve.
After spending much of my youth in Los Angeles, I began my professional career at Shearson Lehman Hutton/Smith Barney working as a financial advisor. I then transitioned to Merrill Lynch, as a branch manager and financial advisor. After years of experience with large brokerage firms, I decided to start my own company, Cherubin Asset Management, in 2006.
Through my relationships with estate planning attorneys, professional money managers, and insurance professionals, my goal is to take a team approach to providing personalized investment advice for individuals, families, and small businesses.
Away from the office, I spend much of my free time enjoying various outdoor activities such as hiking fourteeners, mushroom hunting, playing chess, rummikub, and participating in collector car shows.
CA Insurance License # 0B20698, Resident State CO
Our Investing Process
We follow a time-tested process to help ensure your wealth is managed to the best of our abilities:
1. In-Depth Discovery Session. You do the talking, we listen—unless we ask questions to fully understand what you want to achieve.
2. Research. And Research. We review various portfolio constructions before presenting a plan that aims to accomplish your goals.
3. Implement. Once you give us permission, we’ll initiate our agreed upon plan.
4. Refine. Your goals or priorities can change over time or sometimes in an instant. We’ll work together to reallocate your assets to respond to your life’s developments.