Ara Oghoorian
Founder
30+
Years in the industry
Wealth Management
Department
CFA, CPA, CFP®
License
Wealth management and tax, under one roof.
I founded ACap Asset Management in 2009 with a distinct vision: to combine comprehensive wealth management and expert tax planning under one roof. With over 30 years of experience in the financial services industry, I recognized early on that most firms specialize in either investment management or accounting — but rarely both.
I help clients by giving them coordinated financial strategies, with the depth and precision of a CPA and the foresight of an investment advisor.
Experience
Founder
ACap Asset Management
Since 2009
U.S. Diplomat, U.S. Department of the Treasury — advised the Ministry of Finance and Economy in the Republic of Armenia; conducted advisory work in the Republics of Georgia and Latvia, developing audit systems and financial oversight procedures.
Examiner, Federal Reserve Bank of San Francisco — nine years examining domestic and foreign banks and bank holding companies.
Banking, Wells Fargo Bank, Huntington Beach — began his career here at age 18.
Wealth management experience at a Washington, D.C.-area wealth management firm, prior to founding ACap.
Certifications & licenses
Chartered Financial Analyst (CFA)
CERTIFIED FINANCIAL PLANNER™ practitioner
Certified Public Accountant (CPA)
Enrolled Agent (EA)
Series 65
Commissioned Bank Examiner, Federal Reserve Board of Governors
Education
Bachelor’s Degree in Finance
San Francisco State University
Designations
- Chartered Financial Analyst (CFA)
- Certified Public Accountant (CPA)
- Enrolled Agent (EA)
Beyond the firm
Recognition and community
Recognitions
- Named “Top 100 Most Influential Financial Advisors” in 2017 & 2018 by Investopedia
- Regular guest on Sirius XM Radio’s “Your Money” with Kent Smetters of the Wharton Business School
- Recipient of the Trusted Advisor Award from San Fernando Valley Business Journal
Outreach
- Water Buffalo Club (We Benefit Children) — Former Board Member
- Director, Mission Valley Bank and Mission Valley Bancorp
- Former Chairman of the Board, Children’s Music Fund (2013–2017)
Off the clock
