Alan Kargodorian

Associate @Golden K Plans & Wealth Management

Los Angeles, CA, US
MOBILE NUMBERS
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WORK HISTORY

Mar 2022 — Present

Associate @Golden K Plans & Wealth Management

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Los Angeles, CA, US

Create model portfolios with optimum performance and acceptable risk tolerance- Research extensively on financial markets and products to construct new model portfolios- Rebalance clients’ portfolios based on their risk profiles and assisted advisor in placing trades based on rebalanced results- Integrate and rebalance new model portfolios for over 100 clients based on their distinct risk tolerance- Analyze and researched high dividend paying securities based on several data points such as earnings growth, dividend growth, fair value, debt/equity, and free cash flow.

ABOUT ALAN KARGODORIAN

Associate at Golden K Plans & Wealth Management | Pepperdine MBA Candidate

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Alan Kargodorian — Associate at Golden K Plans & Wealth Management in Los Angeles, CA, US | Unifers