Congratulates to Alev Lewis for being listed in Los Angeles Business Journal’s “Most Influential Wealth Managers”. Alev’s commitment to serving clients, entrepreneurial spirit and collaborative mindset makes her a true inspiration to our team and a pillar of the Los Angeles business community.
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 […]
June is Lesbian, Gay, Bisexual and Transgender (LGBT) Pride Month. Around the world the LGBT community gathers annually to celebrate and honor with pride the diversity and richness we contribute to society. The tradition allows members of the LGBT community (including me) to reflect on our history and our accomplishments as a community, as well […]
Women’s History Month is wrapping up but before it is over, Acacia Wealth Advisors salutes the many women who have made a difference in the world and in our lives. Acacia founders Meloni Hallock and Alev Lewis honor this occasion through their leadership and continued support of organizations that empower women, including: NAWBO-LA (National Association […]
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 […]
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 […]
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 […]
Meloni Hallock was recognized for 20 years of service to the American Red Cross Los Angeles Region at their 101st annual meeting. The American Red Cross Los Angeles Region serves nearly 10 million people in 88 cities within Los Angeles County by helping victims of disaster and providing programs and services that help the community […]
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 […]
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 […]
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.