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Los Angeles Advisors

Daniel Klein
Los Angeles, CA
Firm
Morgan Stanley
Biography

Daniel Klein is a financial advisor at Morgan Stanley in Los Angeles, CA. Daniel helps clients define what is most important to them and then formulate the strategies that are suited for their needs, whether they are accumulating wealth or investing for income, solidifying their retirement plan or devising a distribution approach that meets their lifestyle and legacy goals.

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 75 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients.

Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are four core values — putting clients first, doing the right thing, leading with exceptional ideas and giving back — that guide its more than 55,000 employees in 1,200 offices across 43 countries.

Julianna Rote
Los Angeles, CA
Firm
Mission Wealth
Biography

Julianna has been with Mission Wealth since 2014. She is a series 65 licensed Registered Investment Advisor, and she earned her CERTIFIED FINANCIAL PLANNER designation in April 2017. In addition to financial analysis, Julianna prepares investment reports and financial scenarios. She works closely with Mission Wealth's lead Client Advisors to provide an outstanding level of client service.

Julianna is a member of the Junior League, which is an organization of women committed to promoting volunteerism, developing the potential of women and improving the community through effective action.

Julianna grew up in Thousand Oaks, CA and currently lives in Santa Monica. She loves fashion and traveling but her true passions are animals and food. She is always finding ways to support animal rights and promote adoption. you can find her at the local Farmer's Market prepping for her next meal.

Priscilla Canizalez
El Segundo, CA
Firm
Prudential
Biography

As a Financial Professional Associate, Priscilla Canizalez helps individuals, couples and families grow their assets for the long term. She takes this mission very seriously and works closely with her clients in order to recommend the appropriate products and services to help achieve their unique goals. She has the skills, knowledge and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternatives to help protect your assets.

Every one of Priscilla's clients has a “someday” in their future. It’s the day when everything they’ve worked toward falls into place. For some, it might mean fulfilling a desire to do something more meaningful in retirement. For others, it might mean planning one day to send a child to their dream school. Helping her clients get there is one of the most satisfying parts of her job. Because there’s nothing better than to see that “someday” become the best day of a client’s life.

It’s not uncommon to feel overwhelmed when planning or making important financial decisions, especially the decisions that can impact your children or loved ones, such as costs for higher education, or leaving a legacy. As a Prudential Financial Professional, Priscilla guides individuals, couples and families through their financial challenges and help make their journey a little less overwhelming.

Brandon M. Wren
Yorba Linda, CA
Firm
Wren Consulting
Fee Structure
Hourly, Fixed
Biography

Brandon M Wren has over 13 years of financial planning, financial analysis, tax preparation/representation, operations, marketing, and customer service experience; 5 years of which have been in the financial services industry as a banking supervisor and 8 years as a financial planner. He is a Fee Only Certified Financial Planner & an IRS Enrolled Agent. He earned a Business and Management Degree from Pepperdine University and a Master Degree in Finance from the College for Financial Planning, and a Personal Financial Planning (PFP) Certifiation from University of California, Irvine. He's also a member of the Pepperdine University Alumni Association, the Financial Planning Association (FPA of Orange County), Yorba Linda Chamber of Commerce, and National Association of Personal Financial Advisors.

Brandon is a Fee Only Financial Planner & Tax Specialist. For the past several years he was the Financial Planning Chair for a mid size firm here in North Orange County and believe in providing purpose, service, and leadership one relationship at a time. He had the pleasure to work with an amazing group of professionals but have recently decided to go out on his own. To that end, he feels truly blessed for having married his best friend who he's known and loved for over 20 years; married for almost 12 years now. Together they have two boys, Connor (9) and Grayson (7); both boys are loving, intelligent, full of energy, and the joy in our life. Needless to say, very rarely are not busy; whether it be the boys activities (karate, hockey, baseball, or surfing) or just spending quality time together. There is hardly ever a dull moment.

In his spare time, Brandon enjoys mountain biking, surfing, watching movies, playing poker, reading, spending as much time with Rhea and the boys as possible, and he loves eating. He would consider himself a fairly discerning person, that said, he has come to the conclusion that he has one life to live and he doesn't intend on wasting it.

Inga Chira
CFP®
Los Angeles, CA
Firm
Attainable Wealth
Fee Structure
Asset-Based, Fixed, Hourly
Biography

Inga Chira, PhD, CFP® is the founder and president of Attainable Wealth, a practice catering to educators. When she is not giving financial advice to her client-friends, she teacher finance and financial planning at California State University- Northridge.

Before pursuing a Ph.D. in finance, Inga worked in benefits administration dealing with issues such as setting up medical plans and understanding the tax implications of life insurance. Currently, she teach finance and financial planning (and yes, she has been through the instructor, Ph.D. student, and 2 tenure track positions by now), she does financial plans, answers all kinds of finance related questions, and manages money. Inga also does research about what motivates people to save for retirement and how financial planners can help in that quest.

Inga teaches her baby and cat about how to maximize their money utilities, listens to her husband’s money ideas, and basks in the California sun, enjoying the ridiculously high state tax rate that comes with the privilege of living in SoCal while trying to figure out how she can move to Florida. 

Jason Hamilton
Santa Ana, CA
Firm
KIS Financial Planning, LLC
Fee Structure
Fixed, Asset-Based
Biography

Jason J. Hamilton is the founder of Keep It Simple Financial Planning and he believes we all need a great coach in the most important areas of our lives. When it comes to retirement planning, there's so many aspects to getting it right, it just makes sense to get help from a pro. Jason and his team want to help clients retire with confidence. 

Jason is an experienced leader with a demonstrated history of working in the financial services industry, retail, and B2C environments. Skilled in Coaching, Personal Financial Planning, Customer Satisfaction, Sales Operations, and Customer Retention. He has strong business development as he graduated from University of California, Los Angeles.

Jason also serves as a professional speaker for multiple nonprofits teaching on subjects such as financial literacy, first time home buyer programs, micro-business technical assistance, life skills, entrepreneurship for young adults, and digital literacy.

Bill Carolan
Costa Mesa, CA
Firm
GW Financial, Inc.
Biography

William J. Carolan (Bill) is Wealth Manager for GW Financial, Inc.  Bill comes to us following distinguished careers in the USAF and at Boeing.  During his time as an Air Force pilot, he served his country flying missions around the world including Iraq and Afghanistan.  When not flying, he earned two Masters degrees and applied that knowledge by finding cost-effective solutions for Defense Department budget decision-makers.  At Boeing, Bill was a Director for business development, specializing in financial analysis of alternative investments.

This year he completed the coursework for earning the CFP® designation and passed the CFP® exam.  He has a wealth of real-world experience that has touched on all aspects of personal financial planning.  

After growing up in New York, Bill was accepted into the US Air Force Academy where he earned his B.S. degree in Accounting & Finance.  He also received an M.S. in Systems Management from the University of Southern California and an M.S. in Operations Research from the Air Force Institute of Technology.

Bill and his wife Cecily live in Huntington Beach and enjoy traveling and family time with their four children and six grandchildren.  Bill enjoys many sports and can often be seen around Orange County riding his bike, golfing with friends, or tearing through the ocean on his Sea-Doo.

Mark Prendergast
Huntington Beach, CA
Firm
Inspired Financial™
Biography

Mark Prendergast has over 35 years of experience in tax, estate and financial planning. He started his career in 1979 at Ernst & Young, and then joined Price Waterhouse in 1982. He acquired his Certified Financial Planner™ designation in 1988, has served as adjunct faculty at Reedley College and the CSU Fresno Foundation and regularly teaches on income and estate tax topics at professional conferences.

Mark served on the national Board of Directors for the Financial Planning Association from 2011-2013, and currently serves on the Advisory Board for The Center for Investment and Wealth Management at UCI. His service for the Financial Planning Association includes board positions and committee work for two local chapters, and at the regional, state and national levels. He has also served on the Editorial Review Board for the Journal of Financial Planning since 2002.

Over his career, Mark has served many roles in non-profit organizations, including the Board of Directors for New Life for Girls (women’s recovery home), The Birthing Center (birthing advocacy group), Valley Christian Center (church), and Fresno New Connections (a substance abuse clinic).

Mark is married to Evelyn Zohlen, and they truly enjoy life’s adventures together from work-to-travel-to-Disney-and beyond!  Hobbies include world travel and distance running, having run 20 marathons in his life.  He misses their three adult children who live too far away for his pleasure:  Alison (MBA), Josiah (JD), and Martha May (RN/MSN), all successfully launched in their careers.

Evelyn Zohlen
Huntington Beach, CA
Firm
Inspired Financial™
Biography

Evelyn M. Zohlen, founder of Inspired Financial, has served on both the personal and the institutional sides of financial services for nearly 20 years. She received her Bachelors degree from the University of Texas, her Master of Science from the Joint Military Intelligence College, and her Master of Business Administration (with a concentration in Finance/Portfolio Management) from Villanova University. Prior to founding Inspired Financial, Evelyn was a Relationship Manager at The Vanguard Group in Malvern, PA where she was the trusted advisor for clients with retirement plan assets ranging from $175 million to $500 million.

Evelyn is a Certified Financial Planner™ (CFP®) professional and serves on the Board of Directors of the Financial Planning Association. She was an adjunct professor in the Personal Financial Planning Program at the University of California at Irvine and serves on the Advisory Board for the Center for Investment and Wealth Management at UCI. In addition, she is a community leader and has served on the Board of Directors for WomanSage, as well as the Board of Directors for the American Poetry Review, and the President’s Council at Immaculata University.  Evelyn is a frequent contributor to periodicals such as The Wall Street Journal, The Journal of Financial Planning, USA Today, Investment News, Kiplinger’s Personal Finance, Real Simple and Consumer Reports.  Prior to entering the financial services profession, Evelyn served as an intelligence officer in the United States Air Force.

Evelyn is married to the fabulous Mark Prendergast who shares her passion for food, wine, running (it counters the food and wine), reading and travel.  They share their Huntington Beach home with canine extraordinaire, Rusty.

Rick Norris
CFA
Los Angeles, CA
Firm
Blue Chip Macro
Fee Structure
Fee-Based
Biography

As Blue Chip Macro’s Chief Investment Officer, Rick Norris is responsible for overall investment policy and portfolio management. His focus is on high quality blue chip companies, macro-investing, derivative strategies and technical analysis.

Rick holds a Bachelor of Arts degree in Business/Economics with an emphasis in Accounting from the UC Santa Barbara and earned the Chartered Financial Analyst (CFA) designation in 1999. Prior to Blue Chip Macro, he gained experience as an Hedge Fund Analyst at Evervest, an Auditor at Arthur Anderson & Co, an Officer in Mergers and Acquisitions at Bank of New York Mellon and as a Portfolio Manager at Pacific Coast Investments.

At Blue Chip Macro, Rick and his team's goal is to make and protect their clients' wealth. Their specialty is investment management where they blend both Fundamental and Technical Analysis. Their patent pending investment and risk management algorithms gives them a competitive edge that has resulted in superior results. To assist their clients further, they have expanded and now offer a full-suite of financial services to solve all of client's financial needs.

Jiyao Xu
Los Angeles, CA
Firm
X and Y Advisors, Inc.
Biography

Jiyao Xu is a fee-only financial planner located in Los Angeles, CA and serving clients across the country via virtual meeting. He established X and Y Advisors, Inc. to make high-quality financial planning services available and affordable to young Chinese professionals living in the United States. 

After one year of experience with KPMG China, Jiyao realized that corporate finance is not his interest. In 2012, he came to Los Angeles to join his beloved wife, Vivianna, and study Personal Financial Planning. While taking different courses at UCLA, Jiyao managed to pass the CFP® exam and all three levels of CFA programs. He also went through the real estate broker education program and then worked for a local wealth management firm for several years. With what he has gone through, he understands the needs and concern of the young professionals living in the U.S. 

From his professional experience serving high-net-worth individuals, Jiyao realizes that there are so many financial planning strategies that could be applied and may even create relatively more value to young professionals. Therefore, he decided to establish X and Y Advisors, Inc. and share his knowledge to help more people and families.

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