Created Wealth Advisory
555 Rose Avenue
Unit 6
Los Angeles , CA 90291
United States
Phone: AJ@createdwealth.com
Email: aj@createdwealth.com
Website: https://createdwealth.com/
Training: Active Registered Life Planner® more info
About My Practice
Created is a boutique wealth advisory on a mission to make the world of finance clear, approachable, and beautiful. We believe that an engaging approach empowers us to take command of our finances and create free and fulfilling lives.
We design modern, values-aligned financial and investment plans for our clients integrating the best of what we’ve learned from both the human and technical sides of wealth management.
Ideal Clients
Many of our clients have come to us at a time when they receive a sum of money larger than what they’ve managed in the past – either through inheritance, gift, sale of a company or project, etc. – and are looking for guidance and support as they adapt to their new financial state. Many are overwhelmed and wonder, “What’s the smartest way for me to divide and allocate this money?” We guide our clients through a process designed to help them make those important decisions, using their values and goals as the guiding light.
Industry Start Date
2009