Oren Cabir, CFA
Wealth Advisor
KAR: 2022
- MBA, UCLA Anderson School of Management
- B.A., Economics, UCLA
Associate Portfolio Manager – City National Rochdale
- CFA Charterholder
- Series 7 and 63
(#1 in 2017-2020, 2022)
Forbes Top RIA List
(2023)
What Do You Enjoy Most About Your Job?
I love developing close and personal relationships with my clients. I feel that I’m truly contributing positively to clients’ lives by managing and advising on their wealth. I spend a tremendous amount of time and effort to truly understand what clients are trying to accomplish, and work to ensure that my team and I are managing those goals.
What Do You Enjoy Most About Working at KARWA?
I love working with so many talented individuals. The team is thoughtful, collaborative, and extremely intelligent. KAR prides itself on always doing what is right for the client!
How Does KARWA Approach Wealth Management Differently?
KARWA truly takes a holistic approach when managing wealth for our clients by taking the time to understand clients’ specific goals and objectives. Additionally, we seek to play great defense during difficult markets, which we hope allows our clients to focus on their lives rather than worry about their portfolios.
What Do You Hope to Achieve for Your Clients?
I hope to provide my clients with peace of mind, knowing that someone is advocating for their best interest and is caring for their financial health.
What Are You Involved in Outside of Work?
Outside of work, I enjoy spending time outdoors hiking and camping. I’m an avid soccer fan and support Real Madrid FC. I stay active playing soccer on a weekly basis and love traveling with my wife Shantelle and our son Liran.
† If you have any questions regarding a particular professional’s credentials or for more information regarding each credential’s requirements and qualifications, please contact KAR to receive a copy of your professional’s Form ADV Part 2B.
Barron’s “Top 100 Independent Advisors”: The Barron’s “Top 100 Independent Advisors 2023” was given in September 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.
Forbes 2023 Best-In-State Wealth Advisors: The Forbes 2023 Best-In-State Wealth Advisors ranking was issued in April 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings and has not paid fees for a license to reprint and distribute the results of the rankings.
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