About My Practice
Kaye Capital Management has been named one of the top wealth managers in the country for the past five years by Bloomberg Wealth Manager Magazine. Marv Kaye is the chairman of the Financial Planning Association, Los Angeles Chapter.
Marv graduated from UCLA and went on to earn his law degree from the University of California's Hastings College of Law and later earned certificates in real estate and money management from the Wharton School of Business. He served as Chairman of the Board of Investments for the Los Angeles County Employees Retirement Association, President of the California Association of Retirement Board Members and the South Central District Bar Association and has been the CFO of two small corporations.
The mission at Kaye Capital Management is to help provide financial security and peace of mind for our clients through excellence in planning, investment management and service. We believe long-term financial growth is achieved through careful preparation, effective strategic planning and continuous monitoring of performance. We help our clients to obtain the highest returns possible over time by adhering to a disciplined fee-based approach while managing risk and preserving capital in declining markets. Our well-trained staff provides and supervises both financial planning and asset management services. Ken Watten graduated from the University of California, Santa Barbara and studied at the London School of Economics. He earned the PFP credential at UCLA and is a CFP candidate. Daniel Adams graduated from Loyola University where he is currently enrolled in the MBA program.
Minimum asset values for new accounts are $100,000 for Ken Watten and $250,000 for Marv Kaye.
35 years experience as a financial planner.
25 years experience as an investment advisor, including 15 years as a trustee and 8 years as Chairman of the $32 billion Board of Investments, LA County Employees Retirement Association. President of Kaye Capital Management, an SEC Registered Investment Advisor.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63
Life insurance: CA, Health/disability insurance: CA, Fixed annuities: CA, Variable annuities: CA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Admitted to Bar
Royal Alliance Associates, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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