Welcome to AdvisoryOne

We specialize in intelligent, innovative investment management and financial planning solutions for individuals, business-owners, and non-profit organizations that are committed to their long-term financial goals.

Our services include business succession, real estate, and personal financial planning (retirement, executive compensation, college education planning, etc.). We also provide investment management and life, health, and disability insurance services.

Contact us today for a free initial consultation.

About Us
Rick Halperin MBA, CPA
5403 Oak Park Avenue 
Encino, CA 91316 
(619) 204-2809555
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial planning services offered through Advisory One, LLC, a Registered Investment Advisor. Advisory One, LLC, and Cambridge are not affiliated entities. Cambridge does not offer tax advice.