Running Point Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Running Point is a multifamily office that provides integrated financial services for high‑net‑worth families and business owners. The firm coordinates investment management, financial planning, tax preparation and consulting, insurance, and trusts and estates under one roof to address clients’ broad financial and family needs. By assembling a team of professionals across disciplines, it aims to offer comprehensive support that aligns wealth management with planning, administration, and ongoing family financial well‑being.
Based in el Segundo, California, the company emphasizes personalized service and a holistic approach, targeting families with complex financial lives who require coordinated guidance. In early 2026, Running Point merged with Cerity Partners, a development that expands access to a broader wealth management platform while preserving the localized, customized service described by the firm. The organization operates as an independent investment advisory entity registered under relevant regulatory framework.

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