We found the following information about Gary K Dorfman at One Capital Management, Llc, where Gary K Dorfman has worked as a Principal | Managing Director since 2020. Gary's total work experience is over four years, during which time they had at least three jobs at different companies to develop skills. Gary attended school at the Uc Santa Barbara. Gary K Dorfman can be found in Santa Barbara, California – where the professional is currently located. You can search for this person's email address and phone number. We can also provide you detailed contact information upon request.
Name variants:
Garrett Dorfman
Last updated May 15, 2024
Contact Information
Last Update
Jul 11, 2022
Email
gd**@bpwealthadvisors.com, gd**@ppasb.com
Location
Santa Barbara, CA
Company
Workplace
Principal | Managing Director
Thousand Oaks, CA
Industry
Investment Management
Colleagues
Work History
Principal | Managing Director
3075 Townsgate Rd SUITE 350, Westlake Village, CA 91361
from Jan 2020
Managing Director and Partner
24 Corporate Plaza Dr SUITE 150, Newport Beach, CA 92660
Beacon Pointe Advisors is an investment consulting firm that takes a comprehensive approach to helping endowments and foundations, other institutions and retirement-sponsored plans, and high...
from Jan 2014
Partner
523 Chapala St, Santa Barbara, CA 93101
In 2009, we entered into a strategic partnership with Beacon Pointe. Through this partnership, our combined firms have deep resources and over 140 years of experience in the investment manag...
Jun 2009 — Aug 2013
Education
Occupations
Executive
Chief Executive Officer
Professor
School Principal
Accountant
Finance and Accounting Specialist
Partner
Corporate Executive
Chief Executive
School Administrator
Educational Manager
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management
Investments
Investment Consulting
Strategic Financial Planning