Or Pikary, CPA, PFS^™

Designations and Licenses

Or is a Certified Public Accountant and Personal Financial Specialist.

Experience and Education

Or works closely with his clients to develop customized financial plans to help them reach their goals and objectives. With close to a decade in various tax roles, he brings a unique background to the table, incorporating income tax and estate tax strategies as he builds and updates financial plans for clients.

Or enjoys empowering clients by helping them define, prioritize and achieve their financial goals through tax-optimized strategies. He has been featured in Barron’s and Wealthfront as well as on CNBC. Prior to joining Mariner Wealth Advisors, he held senior tax manager positions at Mazars and, before that, Moss Adams. Earlier in his career, he worked at PwC as tax senior.

Or has a bachelor’s degree and a Master of Science, both in accounting, from Yeshiva University. He is a member of the American Institute of Certified Public Accountants and the California Society of CPAs, where he sits on its Committee for Financial Literacy.

Personal Interests

Away from the office, Or is actively involved with the Los Angeles Chapter of the Jewish National Fund. As a passionate advocate for advancing financial literacy, he also volunteers with Junior Achievement and its initiatives in the local community.