Aric brings more than 25 years of experience to multigenerational families and business owners by offering thoughtful advice in four core areas of focus: investment management, lending solutions, tax-aware retirement planning and estate planning strategies. Providing his high-net-worth clients a personalized experience, Aric and his team strive to maintain high standards of integrity and professionalism in their relationships. As of December 2025, Aric and his team oversee over $2.8 billion in assets under management.

Turning possibilities into a plan
Aric is a lifelong learner, seeking ongoing accreditation and experience. As a Private Wealth Advisor, he has a roster of clients that includes successful business and entertainment executives, physicians, attorneys and real estate entrepreneurs. He offers tailored, goal-oriented planning and objective investment guidance that looks to align his clients’ long-term planning with their values. Aric believes that clients will appreciate his ability to anticipate needs, provide individual attention and communicate clearly and confidently about important financial decisions. As a result, he hopes that this will make a real impact in the lives of his clients.

Aric resides in Los Angeles with his wife and four children. He is active in numerous charitable and political organizations, and currently sits on the board of directors of Young Israel of Century City. Aric enjoys coaching his children’s Little League teams.