Afh Asset Management, Inc.

Joseph Accardo is a financial advisor with Afh Asset Management, Inc. in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Afh Asset Management since 2004 and previously worked at SagePoint Financial, Inc. from 2009 to 2023. Outside of advisory services, he owns a sole proprietorship focused on risk management solutions related to life and health insurance. Afh Asset Management, Inc. provides investment advisory services including portfolio management and serves a client base distinct from typical retail-focused advisers. The firm’s advisors hold dual registration as broker-dealer representatives and insurance agents, which allows them to recommend broker-dealer securities and insurance products alongside advisory services.

Svetlana Faynblut is a financial advisor with Afh Asset Management, Inc. in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior work includes roles at SagePoint Financial, Inc. and Prime Banker Mortgage, where she assists clients in obtaining first mortgages. She is also involved in the sale of insurance products as a statutory agent. Afh Asset Management, Inc. provides investment advisory services and portfolio management, serving a client base different from typical retail advisers. The firm combines advisory and broker-dealer functions, offering both fee-based and commission-based solutions with a small team of experienced professionals.

David Aghai is a financial advisor with Afh Asset Management, Inc. in Beverly Hills, CA, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has worked at Afh Asset Management since 2006 and previously spent 14 years with Sagepoint Financial, Inc. Aghai is also involved in property and casualty insurance through Aghai Insurance Services, Inc. Afh Asset Management, Inc. provides investment advisory services including portfolio management, serving a client base that differs from typical retail-focused advisers. The firm’s advisors hold dual registrations as broker-dealer representatives and insurance agents, offering a combination of advisory and commission-based solutions.