Find an Advisor in Los Angeles

Los Angeles Advisors

Chad Beck
West Covina, CA
86%
Helpful
Firm
DSI Wealth Management
Fee Structure
Fee-Based
Biography

Chad Beck is a Wealth Management Advisor at DSI Wealth Management, a firm dedicated to performing services for their clients, their clients' families, employees and the community. Their strategy begins with a thorough understanding of each client’s values, goals and current financial condition. Chad and his team know the key to a strategic plan is in the implementation and constant updating.

Having started his career in the financial services industry in 2007 at a large Variable Annuity Company, Chad learned a great deal about both the retail, as well as the wholesaling side of the securities business. During his time there, Chad soon realized he wanted to be on the retail side, working face to face with clients and building strong relationships while helping clients to plan for their futures. In 2009 Chad was instrumental in opening a satellite office for the largest regional firm on the West Coast in Santa Barbara, California as the Operations Manager. Before long, he transitioned into a sales role and it was there that he found his niche.

Chad joined DSI Wealth Management in 2011 holding his FINRA series 6, 63, 65 and 7 securities registrations, as well as a Life Insurance License. He is a personal Financial Advisor working with individuals and families to help them realize their long and short term financial goals. Chad completed his college education at the University of Colorado, Boulder, while majoring in Economics with a Business emphasis. He enjoys sitting with clients and learning their greatest fears and financial goals, and then implementing a plan that will help them know he has done the very best to help protect them, while helping them strive towards achieving those goals.

86%
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Ashley Bleckner
CFP®
Newport Beach, CA
86%
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Firm
RS Crum, Inc.
Fee Structure
Fee-Only, Fixed
Biography

Ashley Bleckner is an Advisor with RS Crum and also works in collaboration with a number of the lead advisors in the areas of financial planning and client service. RS Crum specializes in providing objective financial advice to help clients manage, grow, and protect their assets during their working lives and through retirement. Ashley and the team has a mission to help people make sound financial decisions, accumulate and preserve wealth, and otherwise pursue their life goals without the burden of financial stress.

Prior to committing to RS Crum, Ashley spent over three years with a wealth management firm based in Toledo, Ohio serving as a Client Relationship Manager where she helped develop, coordinate, and implement financial plans and manage day-to-day client requests. Ashley takes great pride in her client relationships. Actively involved in the community, Ashley is a member of the Orange County FPA and CalCPA. Ashley has volunteered her time on a number of philanthropic projects, including WomanSAGE, “It’s Your Money,” Alzheimer’s Orange County, and is a co-founder of the Austin Kudzia Scholarship.

Ashley has a passion for travel, education and the arts. She has previously studied in Florence, Italy and has taught several college classes in Economics. Ashley has a Bachelor of Science in Business Economics from Miami University and a Masters of Arts in Economics from Bowling Green State University.

86%
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David Ortiz
Los Angeles, CA
86%
Helpful
Firm
David Ortiz Advisors
Biography

David Ortiz helps homeowners and retirees protect what they have through living trusts, estate planning and sound investing.

David has a beautiful, supportive family, an adoring wife and 2 wonderful children. He is a licensed Investment Advisor Representative and have been in business for over 26 years.

To date, David has helped nearly 3,000 clients with their financial or estate planning needs (in most cases both). And he is happy to say, for nearly a decade he has worked EXCLUSIVELY on a referral basis only.

Also, most people David works with trust him for more than just their financial and estate planning services. Many rely on him to recommend other people for services that they may need. Because of his extensive experience and connections, he often has the answers for them. Yet he can tell clients this, if he doesn't have the answer he knows where to get and if he can’t do the service he knows someone who can.

In his spare time David enjoys volunteering as a High School football coach at Calvary Chapel Christian School, youth summer camps, and teaching at Sunday School.

86%
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Ross Atefi
Irvine, CA
86%
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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.”

86%
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Matt Stadelman
CRPC
Los Angeles, CA
85%
Helpful
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.

85%
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Dave Hutchison
Newport Beach, CA
84%
Helpful
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.

84%
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Mark Rylance
CFP®
Newport Beach, CA
84%
Helpful
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.

84%
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Eric Toya
Redondo Beach, CA
83%
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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.

83%
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Gregory Wells
Torrance, CA
83%
Helpful
Firm
EP Wealth Advisors, Inc.
Biography

Greg Wells is the Vice President of EP Wealth Advisors, Inc., a Financial Planning, Wealth Advisory, and Investment Management firm specializing in the needs of affluent individuals, businesses, and non-profit organizations. Greg and his teams mission is to understand each client’s unique situation and to develop a customized plan with strategies designed to achieve their specific goals and objectives. Years of client relationships, combined with a highly experienced team of Certified Financial Planners and Chartered Financial Analysts, has enabled this firm to incorporate investment management with a personalized wealth plan in order to create and maintain a secure financial future for each of their clients.

Greg grew up in Glendora, California. He attended University of California, Santa Barbara where he majored in Law and Social Sciences. Greg played 4 years of Division I golf at UC Santa Barbara, where he was the team captain for 2 years, and then played 3 years of professional golf on the Canadian Tour and throughout North America. After working for 2 years at Paychex in San Francisco with small businesses on employee benefits, Greg started at EP Wealth Advisors in 2010. Greg lives in Hermosa Beach with his wife and daughter and enjoys spending time at the beach and golfing.

83%
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Marie Thomasson
Los Angeles, CA
83%
Helpful
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.

83%
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Brian Sterz
Los Angeles, CA
83%
Helpful
Firm
Miracle Mile Advisors
Biography

Brian Sterz has 15 years of portfolio management experience advising institutional and high-net worth clients on investment decisions. Brian works with entrepreneurs experiencing liquidity events, corporate professionals, and families undergoing generational transfers of wealth. With his clients, Brian takes a comprehensive approach to problem solving, and ensures that all the pieces of the puzzle are considered, including goal setting, portfolio implementation, and risk management solutions.

Brian began his career on the equity derivatives trading floor of the Pacific Coast Options Exchange before joining Callan Associates as a Fixed Income Investment Consultant. In this role, he led the investment of global fixed income portfolios of large public and private corporate pension plans. Prior to joining Miracle Mile Advisors, Brian spent 7 years at EP Wealth Advisors as a member of the firm’s investment committee and Senior Investment Advisor where he focused on fixed income and equity research and security selection, and led due diligence on alternative investments and overall asset allocation decisions for the firm. With a background in institutional investment management, transitioning immediately to independent wealth management, Brian has a distinct focus on the performance of the underlying investments and sits on the same side of the table as his clients.

Brian earned his B.A. from UC Berkeley, and an MBA from the UCLA Anderson School of Management. He holds the professional designation of Chartered Financial Analyst (CFA®) and remains active in the CFA Society of Los Angeles as a panel speaker and mentor. Brian has completed multiple Ironman triathlons and marathons and enjoys competing in endurance athletic competitions. He likens these experiences to investing in long-term portfolios, which require a strong will, goal-orientation, and persistence through difficult time periods.

Born and raised in Los Angeles, Brian remains active in the community with involvement in philanthropic organizations such as Back On My Feet of Los Angeles, Team-In-Training, and Big Brother Big Sisters of Greater LA. Consistent with advising clients on their personal wealth, Brian enjoys mentoring children and helping them attain their goals and achieve their greatest potential.

83%
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Jeff Martinez
Los Angeles, CA
82%
Helpful
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.

82%
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Ivan M. Illán
Los Angeles, CA
81%
Helpful
Firm
Aligne Wealth Preservation, LLC
Biography

Since buying his first stock at age 11, Ivan Illán has pursued his enthusiasm and vision for innovative strategies for investing. An early interest in economics was inspired by his grandfather, Jose M. Illán, the former Undersecretary of the Treasury of the Castro Revolutionary Government.  Ivan started professionally in asset management and investment banking with Nuveen Investments in Chicago. Working directly with clients like Merrill Lynch, UBS, and Morgan Stanley, he pioneered relationship reporting systems. Nuveen moved Ivan to Southern California, where his capital raising efforts were highlighted by a record-breaking Closed-End Fund NYSE IPO. Ivan left Nuveen to found (Ming)Consulting Inc., an investment distribution consultancy, working with clients firms: Sentry Select Capital Corp. (Toronto-Vancouver), StockJungle.com Investment Advisers (Los Angeles), and NCE Resources Group (Calgary).

In 2005, he decided to use his asset management expertise to benefit closely-held businesses and their families; establishing a retail financial advisory practice and forming, Aligne Wealth Preservation, LLC. Today, Aligne Wealth Preservation, LLC. is the largest asset and liability advisory firm, as measured by assets under management, with The MassMutual Trust Company, FSB. He was also the founding recipient of both the Crystal Club Award and Trust Excellence Award from The MassMutual Trust Company, FSB. Ivan contributes regularly to publications, including The Wall Street Journal, Forbes and The Financial Times, as well as, a web-series on The Wealth Channel with The American College. He is a frequent guest speaker on financial advisory professional standards, and is an Elite Contributor at Equities.com, writing on capital markets and economics. Ivan is an Official Member of the Forbes Finance Council, and listed in The Financial Times' 2016 Top Financial Advisers - FT 401 Ranking. His book "How to Hire (or Fire) Your Financial Advisor: Ten Simple Questions to Guide Decision Making" (iUniverse ©2015) has been critically acclaimed and featured in The Washington Post.

Ivan has a B.S., Finance and a B.A., Philosophy from Boston College in Chestnut Hill, MA. He is a Certified Fund Specialist (CFS), and is a 2017 Level II Candidate in the CFA Program. He is a member of the CFA Institute, the CFA Society of Los Angeles, and the New York Society of Security Analysts. Ivan is a Partner at the Museum of Contemporary Art (MOCA), Los Angeles, and Board Chair Emeritus at Step Up On Second, Inc., providing permanent supportive housing to U.S. veterans and others suffering from mental illness.

81%
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Susan Honig
CFP®, EA, CTC™
Burbank, CA
81%
Helpful
Firm
Veritana Financial Planning, Inc.
Fee Structure
Fee-Only
Biography

Susan Honig is a Comprehensive Fee-Only Financial Planner at Veritana Financial Planning, Inc. in Burbank, CA. After three decades of employment in a variety of financial capacities including budget analyst, employee benefits, personal financial analyst as well as life, health and property and casualty insurance, Susan Honig feels uniquely qualified to bring these skills to Veritana Financial Planning, Inc..

At Veritana, Susan offers comprehensive, fee-only financial advice. Together Susan evaluates all aspects of her clients' finances and designs a strategy where each part works in harmony with the others. Utilizing this holistic approach, Susan pays a lot of attention to areas often overlooked or ignored by other "financial planners".

As a Certified Financial Planner™, Registered Investment Advisor and Certified Tax Coach™ Susan works hard to make sure her clients pay only what they are legally required to pay in taxes and free up money for other financial goals.

Susan believes that in a well constructed portfolio, each investment fulfills a specific function and is appropriate for every unique situation. With objective, unbiased investment recommendation that are based on her clients' personal needs, Susan can help clients make the best investment decisions.

81%
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Jake Dorman
CFP®
Laguna Niguel, CA
80%
Helpful
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.

80%
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