Aubrey Sharfman

Aubrey Sharfman has worked in the financial industry for over 25 years and has spent the past 20 years in wealth management providing comprehensive financial strategies to his clients. He has a multi-decade background in understanding fundamental, seasonal and technical influences on the futures and commodities market. This macro view of the world informs his thinking process as it relates to asset allocation across his entire client base. It is valuable in analyzing Alternative Investments, which he incorporates within portfolios as a complement to traditional holdings when appropriate. He spends a significant amount of time understanding the entire financial picture of his clients. Using a thoughtful and disciplined process, he constructs tailored strategies based on each client’s unique needs and goals.

Aubrey is supported by an extraordinary team. Toni Brock, CFP^® and Senior Business Manager brings 6 years of entertainment experience in Finance and Budgeting. She is involved in relationship management and all levels of portfolio review and analysis. She received her B.A. from Loyola Marymount University and her M.B.A. in Finance from Pepperdine University. Letty Miramontes joined the Sharfman Group in 2014 as support for administrative operations, as well as sales & product support for the team.

Their clients come from various backgrounds and include business owners, entrepreneurs, corporate executives, sports and entertainment figures and philanthropic entities. Aubrey works with individuals on both the talent and business sides of the music and film industries.


Mission Statement
Excellence in helping clients like you with your personalized investment and financial strategies


Awards & Recognition

• 2024 Forbes Best-In-State Wealth Management Teams.
  
   Published on January 9, 2024. Rankings based on data as of March 31, 2023
  
  Services Include

• Alternative Investments

• Asset Management

• Endowments and Foundations

• Financial planning

• Lending Products through Bank of America

• Long Term Care Insurance

• Retirement Planning
  
  _{Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
  Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
  Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
  Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^® and CERTIFIED FINANCIAL PLANNER^® in the U.S.}