
L.A. Business Journal
🟠Brooke Sigler, CPA and Tax Partner
🟠Daniel Kerr, CFP®, Partner
Brooke Sigler, CPA and Tax Partner, joined Running Point last year, bringing two decades of expertise in the finance industry. With a passion for simplifying complex tax issues, she empowers clients to focus on growing their businesses with confidence. Running Point’s integrated approach aligns perfectly with Brooke’s philosophy—providing clients seamless access to comprehensive financial expertise under one roof.
Daniel Kerr, CFP® has been an integral part of Running Point since its inception, serving as a Senior Financial Advisor. Through his dedication, expertise, and commitment to driving growth, he has earned the distinction of Partner. Daniel’s natural aptitude for working with high-net-worth individuals and families enables him to guide clients toward achieving their long-term financial and personal goals. Daniel plays a pivotal role in managing client relationships while also supporting the broader Running Point team.
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Running Point, “we are your family office”™️
PPLI and PPVA managed separate accounts,
tax planning, wealth management, estate planning, investing, taxes, economy
Perpetual optimism is a force multiplier.
Colin Powell, former U.S. Secretary of State and General
Disclosure: The opinions expressed are those of Running Point Capital Advisors, LLC (Running Point) and are subject to change without notice. The opinions referenced are as of the date of publication, may be modified due to changes in the market or economic conditions, and may not necessarily come to pass. Past performance is not indicative of future results. Forward-looking statements cannot be guaranteed. Running Point is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Running Point’s investment advisory services and fees can be found in its Form ADV Part 2, which is available upon request. RP-25-45