Ranked #8 on
Forbes Top RIA List
(2023)
#5 Independent Advisor in 2023
(#1 in 2017-2020, 2022)
Top Advisor
(2024)
Banking and
Finance Visionary
(2022-2023)

Darnel J. Bentz

Senior Wealth Advisor

Start Date
Industry: 2000
KAR: 2013
Education
  • MBA, Finance & Strategy,
    the University of California, Los Angeles,
    UCLA Anderson School of Management
  • B.S., Marketing, Arizona State University
Prior Work Experience
  • Equity Research Associate – KeyBanc Capital Markets
  • Vice President-Financial Consultant – Charles Schwab & Co.
Certifications and Credentials
  • Chartered Mutual Fund Counselor (CMFC) license
  • Series 7, 63, 65, 86, 87
Recognition:
  • 2024 Top Advisor, InvestmentNews
  • 2022-2023 Banking & Finance Visionary, L.A. Times B2B Publishing
  • 2022 Leaders of Influence – Wealth Management, Los Angeles Business Journal
Ranked #8 on
Forbes Top RIA List
(2023)
#5 Independent Advisor in 2023
(#1 in 2017-2020, 2022)
Top Advisor
(2024)
Banking and
Finance Visionary
(2022-2023)

What Do You Enjoy Most About Your Job?
I really enjoy the collegial, collaborative environment that we have at Kayne Anderson Rudnick. People of all different backgrounds come together and really work hard to help our clients meet their goals.

 

What Do You Enjoy Most About Working at KARWA?
I love what I do at KAR because I get to see people achieve their retirement goals and dreams, save for their children’s education, support their families, and contribute to charitable organizations. It’s really satisfying to be able to give clients peace of mind and confidence in what they’re doing.

How Does KARWA Approach Wealth Management Differently?

With a 30-year history, we’ve seen the ups and downs of the market and we have great experience managing volatility by investing in only the highest-quality companies, along with fixed income and select alternative strategies. We also have a strong track record of playing great defense during the inevitable difficult market environments. This gives our clients a much smoother return along the way.

 

What Do You Hope to Achieve For Your Clients?

I want my clients to experience the highest-quality service. I also want clients to gain valuable peace of mind and to have trust and confidence that we are doing all the right things to help them achieve the goals that they have for their wealth.

I hope to allow them to retire confidently and not worry about their investments or any market volatility. A comprehensive financial plan paired with a customized investment plan keeps my clients on the path to long term success.

 

What Are You Involved in Outside of Work?
I love spending time with my family. My wife Tamany and I have two children, Blaise and Nora, and we currently reside in Manhattan Beach. We support the American Cancer Society, the American Heart Association and the Manhattan Beach Education Foundation, among other organizations. I also enjoy traveling, reading, skiing, golf and basketball.

 

Forbes “Top RIA Firms”The Forbes Top RIA Firms 2023 ranking was issued in October 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.

 

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.

 

InvestmentNews “Top Advisors 2024”: IN Top Advisor award was given by InvestmentNews in November 2023 and covers the year 2024. KAR has not paid fees to the award sponsor to obtain or participate in the award. The firm has paid a fee to license use of the IN Top Advisor logo and market the award.

 

LA Times 2023 Visionaries: The LA Times B2B Publishing 2023 Visionaries honor was given in March 2023 and covers the year 2023. KAR has not paid fees to the award sponsor to obtain the award and does not anticipate that it will pay fees to re-license the award.

 

This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.  The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

Contact Darnel J. Bentz

Oops! We could not locate your form.