news and events

Acacia Wealth sponsors Greater Los Angeles EY Entrepreneur Of The Year 2018 Award program

The Entrepreneur Of The Year® program, founded by EY, has recognized the endeavors of exceptional men and women who create the products and services that keep our worldwide economy moving forward. Since its inception, Entrepreneur Of The Year has grown dramatically and now includes programs in more than 145 cities and more than 60 countries […]

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Amy Born & Joe Rosol of Acacia Volunteer for Habitat for Humanity Greater of Los Angeles

On Saturday, February 24, 2018, and in conjunction with Financial Planning Association of Los Angeles, Amy Born & Joe Rosol conducted one-on-one personal financial counseling sessions with Habitat Partner Homebuyers. With the support of community partners, donors and volunteers, Habitat LA constructs new or renovates existing homes alongside Habitat Partner Homebuyers. In addition to a […]

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Acacia Wealth Advisors hosts luncheon and presentation by author of "Russia's Border Wars & Frozen Conflicts", Dr. James Coyle at the Montage, Beverly Hills

On February 22, 2018, Acacia Wealth Advisors, along with Sanli Pastore & Hill, hosted a luncheon by Dr. James Coyle.  He is the author of the recently published book, Russia’s Border Wars & Frozen Conflicts.  During the presentation Dr. Coyle examined the origins and execution of Russian military and political activities in Moldova, Georgia, Ukraine, and […]

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Jason Nagaia of Acacia recognized by HighTower for technology platform adoption

On September 14th, Jason Nagaia of Acacia Wealth received an award for Platform Adoption from HighTower Advisors during the company’s annual Pinnacle Conference in Chicago. During the conference, Jason also spoke on a panel about the challenges one faces when adopting a new platform as well as ways to mitigate any potential bottlenecks. Jason also shared […]

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Acacia Wealth Advisors host luncheon and book signing for author of "Me We Do Be", Dr. Randall Bell at the Beverly Hills Peninsula Hotel

Acacia Wealth Advisors host luncheon and book signing for author of “Me We Do Be”, Dr. Randall Bell at the Beverly Hills Peninsula Hotel On May 10, 2017, Acacia hosted a luncheon and book signing with the author of Me We Do Be, The Four Cornerstones of Success. Dr. Randall Bell of Landmark Research, distilled research and […]

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Joseph Rosol of Acacia Wealth Advisors Earns CFP® Credential

Joseph Rosol, CFP®, Client Serving Associate at Acacia Wealth Advisors in Beverly Hills, CA has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. The CFP® marks identify those individuals who have met […]

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Acacia Wealth Advisors is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.