Los Angeles
Los Angeles, CA
SPECIALTIES
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
All Licenses
About the Branch
Located in the iconic Oppenheimer Tower in the heart of Westwood, for over twenty five years Oppenheimer’s Los Angeles office has held a reputation for stellar service to our clients and outstanding support and training for our professional staff. We are renowned for our top-tier reputation as a Firm, providing wealth management strategies and guidance for both domestic and international private clients and institutions.
The Los Angeles branch draws on the considerable resources of Oppenheimer and its affiliates to provide a broad range of financial products and services, including professional money management, corporate & executive services, retirement planning, financial planning, insurance & annuity products, estate planning and trust services. Each of our Financial Professionals is committed to providing unbiased financial advice and personalized service to help clients achieve their financial goals.
We are proud to have a number of award-winning financial Professionals throughout our branches at Oppenheimer & Co. Inc. Recently, two advisors from the Los Angeles office added to that success record by being named to the 2021 Best in State Wealth Advisors List. They are: Brian Werdesheim and Jeffrey Werdesheim.
Our Story in Numbers
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931
Financial Professionals
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$118.2
Billion Client Assets under Administration
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90
Branch Offices across the United States
Customer Asset Protection
Oppenheimer & Co. Inc. (Oppenheimer) and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Oppenheimer becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.
Read More Customer Asset ProtectionProducts & Services
Planning for Retirement
Achieve your retirement goals on your terms.
