Ariel Hartounian

3 Years

Years in the industry

AUM

Department

Series 65

License

Precision and care, behind every account.

As Wealth Management Associate and Client Relationship Manager, I support our clients and help keep day-to-day operations running smoothly within the AUM department — managing reporting systems and CRM tools, facilitating money movements, performing trades, and overseeing the onboarding and maintenance of employer-sponsored plans.

I help clients by being a responsive, trusted point of contact — bringing precision and professionalism to every account I touch.

Experience

Wealth Management Associate & Client Relationship Manager

ACap Asset Management

3 years

Background in bookkeeping.

Certifications & licenses

Series 65

Currently pursuing CFP® designation.

Education

Bachelor’s Degree in Finance

California State University, Northridge

Designations

Beyond the firm

Recognition and community

Recognitions

Outreach

Off the clock

Three questions

How do you like to spend your weekends?

My favorite weekend activity is discovering new coffee shops and restaurants in LA. Nothing is better than sharing a coffee or meal with your loved ones.

What’s your favorite book, movie, or TV show?

My all time favorite show is The Office!

What inspired you to pursue a career in finance/tax/wealth management?

Despite loving the analytical aspect of personal finance and wealth management, I love helping guide people/families towards achieving financial well-being and in turn, achieving their personal life goals. I strongly believe that having strong financial literacy and good money management skills can substantially increase your quality of life. I think everyone deserves to build, keep, and pass on wealth, and reaching out to the experts is a great first step..

Work with ACap

Tax and investment decisions, handled by one team.

ACap is an independent fiduciary firm — advisors and CPAs working from the same plan, in the same office.

Become a Client

Meet the team

More of the team

Ara Oghoorian

Founder

I founded ACap Asset Management in 2009 with a distinct…
Matthew Crisafulli

Partner

I work across both Wealth Management and Accounting, providing clients…
Louiza Smith

Advisor

I provide tax and wealth management advisory to help clients…
Arman Vartani

Payroll Specialist

I help businesses process payroll, maintain compliance with payroll tax…