Khary O. Cuffeemail
444 S. Flower Street Suite 4200
Los Angeles, CA 90071
Professional Story
Khary Cuffe is a Financial Advisor and Sales Manager. Currently he is responsible for the High Net Worth Individuals in Lenox’s West Coast offices. He creates financial planning and wealth management strategies for his clients, helping them navigate life events and reach future financial goals. Khary's clients consist of Sports, Entertainment and Financial Service executives, and Small Business Owners.
He previously spent several years at AXA/Equitable Advisors and Manhattan West as Executive Director. Khary attended Harvard Business School and Harvard Kennedy School of Government, where he earned his Masters in Business Administration degree in Finance and Masters in Public Policy degree, respectively. He enjoys good food, watching and playing basketball, listening to music, and Boxing. Khary spends his free time with his wife Selena and three kids.
He holds his Series 7, 66, and Insurance licenses.Education
Harvard Business School (2005-2007)
Harvard Kennedy School of Government (2004-2006)
Wesleyan University (1996-2000)Hobbies
Basketball
Boxing
Cooking
Affiliations & Memberships
Member of The Most Worshipful Free and Accepted Prince Hall Masons
Member of 100 Black Men of AmericaLanguages:
- English
- Spanish
Credentials:
- MBA
- MS
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Strategies
- College Funding Strategies
- Business Succession Planning
- Group Benefits
- Estate Planning
- Financial Planning ®
Check the background of this investment professional on FINRA's BrokerCheck
See Khary’s Licenses and Disclosures