Find an Advisor in Los Angeles

Los Angeles Advisors

Jake Dorman
CFP®
Laguna Niguel, CA
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Firm
Dorman Skorheim Wealth Management
Fee Structure
Fee-Only
Biography

Jake serves as an investment adviser, working directly with clients to develop and implement a strategy to address their financial and investment needs. He graduated Cum Laude at the Mihaylo College of Business and Economics at Cal State University, Fullerton majoring in finance with an emphasis in investments and financial planning. Jake holds the Financial Industry Regulatory Authority (FINRA) series 65 license and is a CERTIFIED FINANCIAL PLANNER™.

Prior to working for Dorman Skorheim Wealth Management, Jake worked in the mortgage banking industry for 7 years as a loan officer and account executive. He gained experience in both the retail and wholesale sides of the industry. After finishing his education, he decided to take on a new role where he could pursue his passion in investing.

Jake, his wife Dana, and their 1 year old son, Grant, live in Newport Beach, CA. In his free time Jake enjoys surfing, playing volleyball, and spending time with his family.

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Dave Hutchison
Newport Beach, CA
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Firm
Triad Investment Management, LLC
Biography

Serving as a Partner and Portfolio Manager at Triad Investment Management, LLC, Dave Hutchison has experience helping high net worth families, entrepreneurs, and institutional investors develop sound investment plans for their future. Triad focuses on delivering professional investment management services to a select group of clients.

Prior to joining Triad, Dave served as Investment Strategist for Chamberlain Group, directing investment manager research. Dave led the firm's quarterly Investment Committee review of asset class valuation and investment manager review. Prior to that, Dave founded and managed Hutchison Capital, a registered investment adviser and a value-driven boutique investment management firm. There, he served as the portfolio manager for all of the firm's accounts, and also presented the firm's investment philosophy and process to clients and prospects.

Dave greatly enjoys collaborating with individuals and families to create investment plans that fit their particular situations, desires, and needs. Dave holds a Bachelor’s degree in Political Science from Macalester College and a Master of Business Administration from the University of Southern California’s Marshall School of Business. Dave is a CFA charterholder, and a member of CFA Institute and CFA Society Orange County.

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Eric Toya
Redondo Beach, CA
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Firm
Navigoe, LLC
Biography

Eric Toya is a Partner & Director of Wealth Management at Navigoe, LLC, a fim with the purpose of delivering all-inclusive wealth management services. Eric and his team focus on combining the major disciplines of planning and investments in a fiduciary, fee-only manner.

Eric's first forays into financial services were with firms that paid commissions for the sale of products. He sought out a better way to deliver financial advice, free of the conflicts of interest inherent in commission-based sales. He worked as an Investment Specialist at Charles Schwab before completing the requirements to become a CERTIFIED FINANCIAL PLANNER ™ professional in 2007. Eric joined the Navigoe team out of a desire to be part of a full service financial advisory firm, dedicated to delivering world class wealth management advice.

Eric is widely recognized among the business media as an industry expert. His analysis and opinions on advanced wealth management issues are frequently featured in national publications. It is very important to him to be a leader in the financial planning profession. He is an active member of the Financial Planning Association, serving as the 2015 President of the Los Angeles chapter. Through the FPA, he has volunteered to provide pro bono financial planning to underserved communities, been a mentor to others new to the profession and wrote a monthly financial “tip” column for the FPA national site.

Eric comes from a family of educators. Both of his siblings, his mom, as well as numerous uncles, aunts and cousins are teachers or administrators. His academic interests took him in a different direction. He found early on that he had a deep interest in finance and economics. While a Finance major at USC, Eric realized that his desire to educate and help people was equally strong. He is also passionate about health and nutrition. Additionally, Eric enjoys running regularly with his adopted dogs, Piper and Buster. If he and his wife don’t take them out for their daily walk, shoes and clothes and houseplants pay the price by becoming chew toys.

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Urban Adams
Newport Beach, CA
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Firm
Dynamic Wealth Advisors
Fee Structure
Fee-Only
Biography

Urban Adams is an Investment Advisor Representative of Dynamic Wealth Advisors. Urban earned a Bachelor of Science degree in Business Administration, and has held numerous securities licenses during his career. Urban possesses over 15 years’ experience in the financial services industry.Urban began his career with a prominent mutual fund company, and worked with individual investors. Later, Urban joined a major discount brokerage firm, where he worked nearly 10 years.Prior to joining Dynamic Wealth Advisors, Urban worked as Director of Operations, and Investment Advisor Representative for a large advisory firm in Orange County, California.

As an independent, fee-only advisor with Dynamic Wealth Advisors, Urban works with a wide range of clients from small business owners to employees of large corporations, from clients who are still accumulating their wealth to those nearing (or in) retirement. Urban focuses on his clients’ long term goals for retirement, college savings, legacy, and more, and works with clients to design a plan to reach their goals.In addition to individual wealth management, and financial planning, Urban also serves as advisor to retirement plans for businesses.

When Urban is not working with his advisory clients, he is involved in his local community. Previously, Urban has volunteered with Boys and Girls Clubs delivering financial literacy classes to teens. Urban also volunteered with Big Brothers Big Sisters of Central Arizona. Since relocating to Orange County, Urban has served as a volunteer coach, and Board Member of Irvine Girls Softball Association, and President of Woodbridge High School Boosters. Most recently, Urban joined the softball coaching staff for Woodbridge High School as  Junior Varsity coach.

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Jeff Martinez
Los Angeles, CA
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Firm
Treveri Capital LLC
Biography

With almost 20 years in the financial industry, Jeff Martinez's roots are from the Los Angeles Pacific Stock Exchange (PCX) as an electronic floor broker executing billions of shares a day.  An unknown fact, he did so many executions the LA PCX one day shut down early because he brought in too much order flow.  Jeff's specialties include micro-market structure, equities, options, private equity, executive liquidity, crypto ledgers,  asset management, hedging, fintech, and portfolio risk optimization. 

Jeff got his start in finance at a broker dealer called Order Execution Services (OES) a division of Herzog, Heine, Geduld on the Los Angeles Pacific Stock Exchange. OES specialized in US equity executions for BD’s, dark pools, and various types of professional traders. Herzog, Heine, Geduld was one of the largest market makers in the world for over the counter stocks. He led the development of a division catering to off exchange listed executions and later going global. OES then did several BD buyouts and then got acquired by Merrill Lynch. Moving from the institutional market place to the retail side, Jeff worked at AXA Advisors and TD Ameritrade as an investment advisor.  Having a background from the exchanges, building out customized portfolios, and managing risk was a natural fit for Jeff. Jeff continues to use his market structure knowledge to help clients optimize their portfolios.

Being a Los Angeles native, he has a degree from California State University Long Beach in Business Administration with a concentration in Finance.  He holds a Series 7, 63, 66, and life license.

Seeing a need for highly skilled and experienced financial advisors, he started Treveri Capital.

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Ross Atefi
Irvine, CA
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Firm
Odyssey Wealth Design
Biography

Ross Atefi graduated Cum Laude from Cal State Long Beach with a BS in Finance – Investments and achieved a 4.0 GPA in major-related classes. He began working in the field of finance in February of 2010 as an intern with Morgan Stanley Smith Barney. He then joined Lincoln Financial Advisors in October of 2010 to become part of a comprehensive financial planning firm.

In his own words, Ross describes his thoughts on becoming a Financial Planner: “I fell in love with this career; the positive impact we have on our client’s lives is truly amazing and I am beyond honored by the trust my clients place in me. I truly enjoy both the quantitative and qualitative sides of financial planning and every day is fun. My dedication to improving my client’s financial lives is unwavering.”  In January of 2012, Ross became a partner in Odyssey Wealth Design, an established financial planning firm.

Regarding Financial Planning, Ross believes, “having and following a well-defined process is critical to effective financial planning. Spending the time to uncover a client’s vision, values, goals and objectives and then melding those with their financial realities gives us as professionals the ability to provide the best possible advice. This then helps provide the clients the best possible chance of achieving their goals. In fact, we have found that the difference between having some work done versus having it done as well as possible can be significant sums of money, as well as greater sense of confidence.”

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Marie Thomasson
Los Angeles, CA
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Firm
Modern Assets, LLC
Fee Structure
Fee-Only
Biography

With nearly a decade of experience in institutional fixed income asset management, Marie Thomasson chose to leverage her experience to help individuals and small businesses with their financial planning and asset management needs. Technology has simplified much of the process, yet knowing the steps in the process and furthermore, following them, can be a moving target for most. Marie founded Modern Assets as a Fee-Only Fiduciary that provides advice and financial services in layman's terms, and with a personal touch.

Marie has considerable experience within investment management and risk analysis. She has strong research, quantitative, and organizational skills which enables her to convey complex or technical material in written, verbal, and infographic form to audiences of varying comprehension. Marie hold a broad knowledge of financial markets, industries, stream of commerce, trends, and business strategy. She acquired her Bachelor of Science in Applied Mathematics from University of California, Los Angeles and her Certificate in Financial Planning from New York University.

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Robert Pagliarini
Mission Viejo, CA
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Firm
Pacifica Wealth Advisors, Inc.
Biography

Robert Pagliarini, MS, MA, CFP, EA, CFDA is a Mission Viejo financial planner and president of Pacifica Wealth Advisors – a preeminent financial planning and wealth management firm with a national reputation for serving affluent investors and sudden wealth recipients -- those that suddenly receive a windfall from lottery, inheritance, business sale, lawsuit settlement, divorce, or stock options.

Robert, a CFP, Enrolled Agent with the IRS, and a Certified Divorce Financial Analyst, relies on his nearly two decades of financial experience as well as his master’s degrees in financial services and psychology to provide comprehensive and personal wealth management solutions.

Robert is the author of three books: The Other 8 Hours: Maximize Your Free Time to Create New Wealth & Purpose, the #1 bestseller Six-Day Financial Makeover: Transform Your Financial Life in Less Than a Week, and Plan Z: How to Survive the 2009 Financial Crisis (and even live a little better).

Robert writes a column for CBS and Forbes that is syndicated to the Chicago Tribune, Huffington Post, and many others. He has appeared as an expert on Fox Business, 20/20, Good Morning America, Dr. Phil, ABC Morning News, and many other shows and publications.

Robert is the co-founder of The Band of Brothers Foundation–a 501(c)(3) non-profit organization that helps under-served children around the world. They currently support orphanages and schools in Vietnam, Thailand, Cambodia, Philippines, and Burma and have previously had projects in Costa Rica, China, and the United States.

When not working or writing, Robert enjoys going to Disneyland with his wife and young daughter, climbing mountains (Mt. Kilimanjaro is the tallest peak yet), and training for triathlons (Half Ironman distance is longest yet).

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Ali Hashemian 1
Los Angeles, CA
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Firm
Kinetic Financial
Biography

Ali Hashemian has over 15 years of experience in consulting for both corporate and personal clients.  He began his career at a young age with Capital Aspects, an independent financial consulting firm. While obtaining a Bachelor’s degree in Mathematics and Computer Science at the University of San Diego, Ali also worked for major financial institutions such as Pacific Life and New York Life. He went on to complete his Master’s degree in Business Administration with an emphasis in Finance from the same institution. Since then, he has obtained a degree in Personal Financial Planning from UCLA and a designation as a CERTIFIED FINANCIAL PLANNER™ practitioner. Ali served as the Regional Vice President for CFC Capital Partners, an Allianz owned independent agency. He has given numerous speeches and is considered a subject matter expert on topics such as tax-advantaged planning, risk management, economic conditions, and financial forecasting. Along with consulting personal and corporate clients, he trains and manages thousands of financial advisers across the country. 

As the President at Kinetic Financial, Ali works with individuals, families, and corporations in developing and implementing advanced strategies for their finances, taxes, marketing/branding, infrastructure, and technology. Along with a high level of expertise and innovative strategic planning, Ali works diligently at creating lasting relationships with the people he interacts with on both a personal and professional level.

In his free time, Ali enjoys traveling, sporting/entertainment events, and spending time with his friends and family. He is also an avid philanthropist and participates in various charitable and church programs such as World Vision, Free Wheelchair Mission, and Mariners Church.

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Theodore E. Sade
CFP®, AIF®, CMFC
Los Angeles, CA
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Firm
Signature Estate & Investment Advisors LLC
Fee Structure
Fee-Based
Biography

Theodore E. Saade, CFP®, AIF®, CMFC, is a Senior Partner with Signature Estate & Investment Advisors, a Registered Investment Advisory firm offering wealth management services tailored to meet the unique needs of affluent individuals, institutions and corporations.

Mr. Saade works with a team of knowledgeable professionals that have established an unparalleled reputation for helping wealthy multi-generational families manage their financial lives. Typically, their client relationships begin with individuals who are approaching retirement or in retirement – those who are committed to enjoying their retirement, but also hoping to provide a legacy for future generations – and quickly expands to children, grandchildren and beyond. 

Mr. Saade and his team have helped clients weather all types of markets and every economic climate imaginable. This has instilled in them a deep appreciation for the critical importance of asset protection and income – generation strategies for pre-retirees and retirees. That’s why they don’t chase trends or the latest fad, but instead focus their efforts on the responsible balance between preservation and growth of clients’ assets, managing money in a way that assumes the least amount of risk necessary to help clients achieve retirement income and legacy planning goals.

The knowledge and experience of Mr. Saade’s team is backed by a $5B AUM registered investment advisory firm; with 18 advisors and 47 support staff that encompass client service, investment research, trading, and operations support. Collectively, the firm’s clients have access to the most sophisticated and competent wealth management experience possible. SEIA’s independent vantage point allows for the delivery and implementation of wealth management strategies through objective, comprehensive and unbiased advice.  

Mr. Saade is a 20+ year veteran of the securities and insurance business, and earned his Bachelor’s degree in Economics with an emphasis in Biochemistry with Honors from University of California, Los Angeles. Mr. Saade completed the CFP® professional education program in 1998, and is a CERTIFIED FINANCIAL PLANNER™ practitioner with the Certified Financial Planner Board of Standards, Inc . In addition, he completed the Chartered Mutual Fund Counselor (CMFC) Education program in 2000 and earned the Accredited Investment Fiduciary® (AIF®) professional designation conferred by Fiduciary360. He also received formal training in investment fiduciary responsibility.

Specializing in investment, retirement and estate planning, Mr. Saade is a thought leader in the financial services community. He has been included in REP Magazine’s Top 40 Under 40 since the inception of the award in 2013. An active member of his community, Mr. Saade has also been recognized as a Five Star Wealth Manager* in Los Angeles Magazine since 2012 and was recognized as a Top Wealth Manager for “Providing Exceptional Service And Overall Satisfaction” as published in Los Angeles Magazine in 2014. He has been published annually in Worth Magazine since 2010 and has been recognized as a Leading Wealth Advisor as published in Worth Magazine annually since 2012. Most recently, Mr. Saade’s comments have appeared in MONEY Magazine and InvestmentNews. 

Mr. Saade is a 25 yr. resident of Los Angeles, California, where he lives with his wife and 3 sons.

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John Frye
CFA
Beverly Hills, CA
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Firm
Crane Asset Management LLC
Fee Structure
Asset-Based
Biography

Crane Asset Management LLC is a full-service investment counseling firm providing investment management services to private individuals, retirement plans, endowments, and charitable foundations. All accounts are managed on a discretionary basis. John Frye founded the firm in 2003, with a partner who remains Chief Operating Officer. They work with all of their clients to formulate a long-term investment strategy that will meet their investment objectives while addressing their risk profiles. Understanding their clients in this way enables them to develop unique plans based upon each of their clients’ needs to help them achieve their financial goals.

Before co-founding Crane Asset Management LLC, John served as Executive Vice President and Portfolio Manager at Renberg & Associates in Beverly Hills. He began his career with E. F. Hutton & Company in New York and subsequently worked with Alex. Brown & Sons in Baltimore. He received his Bachelor of Arts in Politics from Princeton University in 1977 and his M.B.A. from Columbia University Graduate School of Business. John holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Los Angeles.

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Mark Rylance
CFP®
Newport Beach, CA
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Firm
RS Crum, Inc.
Fee Structure
Fee-Only
Biography

Mark Rylance is a Principal and lead advisor at RS Crum, Inc. Mark is passionate about helping people make good financial decisions, both on the investment side as well as other financial planning areas (estate planning, tax, risk management, etc.). Mark always works on a fee only (no commission) basis which helps eliminate conflicts of interest.

Mark joined RS Crum in 2003 after spending six years with Merrill Lynch. Actively involved in the community, Mark is a past President and member of the Orange County FPA, a member of both NAPFA and the Sudden Money Institute, and is a Charter Board Member of The Center for Investment and Wealth Management at UC Irvine. Mr. Rylance has volunteered his time on a number of philanthropic projects, including Advisors in Philanthropy (AIP), Junior Achievement, Working Wardrobes, the Ronald Simon Foundation, “It’s Your Money” and Interval House.

Mark has volunteered his time on a number of philanthropic projects, including Advisors in Philanthropy (AIP), Junior Achievement, Working Wardrobes, the Ronald Simon Foundation, and “It’s Your Money”. Mark is a graduate of the University of Arizona with a Bachelor of Science degree in business administration. He is married and lives in San Clemente with his wife Holly and their two children Avery and Evan.

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Matt Stadelman
CRPC
Los Angeles, CA
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Firm
1080 Financial Group
Fee Structure
Fee-Only
Biography

Matt Stadelman has been known as a trusted adviser for his entire professional career. His career path started in a non-traditional, entrepreneurial way. As a restless student, Matt chose to start his first business by the age of 20. His love of architecture inspired him to start a residential remodeling company that specialized in complex, architecturally historic projects. After 19 successful years, Matt was ready for a new challenge.

Not long after selling his ownership to his partners, the stock market crashed. Matt became particularly disturbed by stories of angry investors. He believed there needed to be a better way to help people with their money. Matt began building his practice at an independent brokerage firm where he met his partner Stephen Rischall. Together they shared a vision: to challenge the status quo and to keep their client’s best interest first. They launched 1080 Financial Group, a tech-focused, fiduciary, Registered Investment Adviser firm.

Matt is a member of the Financial Planning Association and several community organizations for business professionals. He and his wife Nina enjoy, traveling, cooking, and spending time with loved ones.

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Diane M. Manuel
CFP®, CRPC
El Segundo, CA
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Firm
Urban Wealth Managment
Fee Structure
Fee-Only, Asset-Based
Biography

Diane Manuel joined UWM after a successful career with Merrill Lynch, the California Endowment, and The J. Paul Getty Museum. She has more than twenty years of experience helping individuals and organizations in their efforts to identify, implement, and accomplish their financial goals. In her role as Financial Advisor at Urban Wealth Management, she continues to direct clients and organizations toward the achievement of their aspirations and dreams. The focal point of her practice is building long-term financial capacity, to ensure a legacy for families and businesses.

At Urban Wealth Management, Diane and her team know that the decisions their clients make today define their choice of lifestyle tomorrow. Their sole objective is to help clients use their wealth to create the life they desire and deserve. Diane works to ensure that her clients’ financial plan reflects their values, desired lifestyle and ultimately, their legacy.

For fun, Diane enjoys 5K and 10K runs, the beach, wine tasting, photography, and walks with friends. A native of Los Angeles, she received her B.S. from the University of Southern California and a Ph.D. and M.B.A. from Claremont Graduate University. Diane is also active in a number of philanthropic endeavors. She is member of the Advisory Board for WriteGirl. She has served on the Board of Governors for the USC Alumni Association and is now a member of the leadership for Trojans Encore. Additionally, as a founding member of the Giving Circle Angelenos 4 Los Angeles she is active in the arts, entrepreneurship, and the promotion of innovative solutions to support uplifting change in the African-American community.

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Jack Brkich III
Irvine, CA
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Firm
JMB Financial Managers
Biography

Jack Brkich III is the founder of JMB Financial Managers. Combining over twenty years of investment experience with his expertise in personal financial planning, Jack has established himself as a trusted advisor for individuals, couples, families and business owners. As a Certified Financial Planner, he implements advanced planning strategies by using a broad array of wealth creation and preservation techniques.

JMB Financial Managers, Inc. provides customized investment, tax and retirement planning solutions for independent contractors, family owned businesses and owners of small companies (25 employees or less) that do not have the time, skills or desire to handle the day-to-day details of their personal or business finances. As a result, clients are free to spend more time prospecting, networking, and building relationships, leading to higher incomes.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA,SIPC. Cetera is under separate ownership from any other named entity.

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