Aurum Wealth Strategies and Insurance Solutions LLC | Los Angeles, CA

The Gold Standard
in Wealth Management

Helping You Achieve Your Dreams Through Comprehensive Financial Planning

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Approach the future with intention

Maximizing the opportunity to accumulate and protect your wealth is often compared to one’s physical fitness journey —everyone wants to be better, but sometimes you just don’t know where to start. At Aurum Wealth Strategies, our goal is to help you crystalize your financial objectives and develop a plan to achieve them so you can take the first step toward the life you want to live.

Comprehensive financial planning can be a multi-faceted topic that can mean many things to many people. It always begins with what is important to you. We help you determine how you and your family’s values and personal aspirations will influence the planning process; from there, we show you how to integrate the planning strategies and wealth management tactics. No matter where you’re starting, we’ll help you take the first step.


Your wealth impacts your life in a big way, and we think it deserves proactive attention. As we work with you, we continually provide guidance, follow-up, and detailed reviews, so you always know you’re on track and making progress.


We believe financial guidance shouldn’t be confined to quarterly review meetings. We’re available for you by text, phone, or email, so whenever you have questions or want advice, you have someone to turn to.


Your financial strategies require sincere attention and respect, but that doesn’t mean the planning experience has to be boring. We love getting to know our clients and their families, and our goal is for everyone to enjoy each step of the journey.

Proudly Serving

We work with a variety of clients in all stages of life and take pride in being their financial guide through it all. Over the years, we’ve developed specific expertise with the following clients, but if you feel as though we may be a good fit, please don’t hesitate to reach out.

  • Business Owners

  • Successful Families

  • Entertainment Professionals

  • Pre-Retirees and Retirees

  • Young and Established Professionals

  • Medical Professionals

  • Content Creators

  • Engineers