Richard Aguiar recently made a visit to our location on the Sunset Strip. He is the Managing Director in the Los Angeles office of J.P. Morgan Private Bank. Rich delivers comprehensive advice to oversee the complex financial needs of prominent families, business entrepreneurs, corporate executives, foundations and nonprofit institutions.

Rich takes a holistic approach to offer customized recommendations encompassing financial planning, investments, lending, tax and estate planning, and charitable giving. He recognizes the benefits of working across a client’s balance sheet to facilitate informed decisions that blend short term tactical opportunities with long term, strategic ideas. Rich serves as an experienced sounding board to connect like minded families and share best practices. He is an influential leader in the community, and plays an essential role in expanding J.P. Morgan’s presence in the area.

Visit JPMorgan.com/PrivateBank