#5 Independent Advisor in 2023
(#1 in 2017-2020, 2022)
Best-In-State
Wealth Advisors
(2018-2023)

What Do You Enjoy Most About Your Job?
Oren loves developing close and personal relationships with his clients. He feels that he is truly contributing positively to clients’ lives by managing and advising on their wealth. He spends a tremendous amount of time and effort to truly understand what clients are trying to accomplish, and then ensures he and his team are managing the monitoring to those goals.

 

What Do You Enjoy Most About Working at KARWA?

Oren loves working with so many talented individuals. He feels 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 wholistic approach when managing wealth for our clients by taking the time to understand clients’ specific goals and objective. Additionally, we have a proven track record for playing great defense during difficult markets which 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.

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.

 

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 Oren Cabir, CFA

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