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    • Kara Boccella

      Kara Boccella

      Los Angeles Times· 12 hours ago

      Kara Boccella, a seasoned wealth manager with a 30-year career, oversees $900M in client assets with a retention rate above 99%.

    • Dow announces targets to conserve water and nature

      FOX 5 San Diego· 2 hours ago

      Dow (NYSE: DOW) today announced it will expand its Protect the Climate targets by setting distinct milestones for climate change mitigation that focus on water and nature conservation. By 2030 ...

    • Becky Rang

      Becky Rang

      Los Angeles Times· 12 hours ago

      Becky Rang, a Certified Private Wealth Advisor (CPWA®) and Retirement Management Advisor (RMA®), joined Avitas Wealth Management in 2021, boasting over a...

    • What is a high-net-worth individual?

      What is a high-net-worth individual?

      Yahoo Personal Finance· 2 days ago

      Because of the amount of investable assets they have, financial institutions and investment firms offer private wealth management services to HNWIs that...