Fundamental to our business is our unwavering focus on serving our clients' best interests. Since 2008, our firm is committed to fulfilling the fiduciary duty to our clients to achieve their financial goals.
Taking a holistic and sophisticated approach, we use tax mitigation and advanced estate planning strategies to create custom-tailored financial plans. We adhere to the best practices in the industry and combine modern developments in portfolio theory with classic investments that have withstood the test of time.
Our commitment to provide concierge-level service with integrity sets us apart from the rest.
David began his investment career in 1999 and founded Zuckerman Capital Management, LLC in 2008. He has served as an Ambassador for the Certified Financial Planner Board of Standards, Inc. since 2011. With over two decades of experience, David's insights on investing have been published in articles on Morningstar, Forbes, and Business Insider, among others. David also speaks Mandarin.
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2029 Century Park East, Suite 400 Los Angeles, CA 90067