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Oren Cabir, CFA Wealth Advisor
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Los Angeles, CA
Highlights
START DATE
Industry: 2012
KAR: 2022
EDUCATION
- MBA, UCLA Anderson School of Management
- B.A., Economics, UCLA
PRIOR WORK EXPERIENCE
Associate Portfolio Manager – City National Rochdale
CERTIFICATIONS AND CREDENTIALS*
- CFA Charterholder
- Series 7 and 63
Fun Fact
I am an outdoor enthusiast and have camped in 10 national parks so far.
| Q: | What Do You Enjoy Most About Your Job? |
| A: | 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.
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| Q: | What Do You Enjoy Most About Working at KARWA? |
| A: | 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!
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| Q: | How Does KARWA Approach Wealth Management Differently? |
| A: | 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.
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| Q: | What Do You Hope to Achieve for Your Clients? |
| A: | 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.
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| Q: | What Are You Involved in Outside of Work? |
| A: | 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. |
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Contact Form for Wealth Management
*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.
The 2025 “Luminaries Next Gen Rising Stars” award was given by ThinkAdvisor in December 2025 and covers the year 2025. KAR has not paid fees to ThinkAdvisor to obtain or participate in the award. The firm has paid a fee to license use of the award logo and market the results of the ranking.