Find an Advisor in Los Angeles

Los Angeles Advisors

David Ortiz
Los Angeles, CA
88%
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.

88%
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Ross Atefi
Irvine, CA
88%
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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.”

88%
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Matt Stadelman
CRPC
Los Angeles, CA
87%
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.

87%
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Gregory Wells
Torrance, CA
87%
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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.

87%
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Mark Rylance
CFP®
Newport Beach, CA
86%
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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.

86%
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Ali Hashemian 1
Los Angeles, CA
86%
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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.

Ali is the author of the bestselling book OVERTAXED: 6 Powerful Tax Free Investment Strategies-and How to Use Them To Lower Taxes. This easy-to-read book breaks down complicated tax-free strategies and makes them simple to understand. 

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.

86%
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Jiyao Xu
Los Angeles, CA
86%
Helpful
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.

86%
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Chad Beck
West Covina, CA
85%
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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.

85%
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Vince DiLeva
MS, CFP, AIF
Redondo Beach, CA
85%
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Firm
Signature Estate & Investment Advisors, LLC®
Fee Structure
Fee based on Assets Under Management or Fixed Planning fee
Biography

Vince DiLeva, MS, CFP®, AIF®, is a Senior Partner with SEIA. His emphasis is in investment management and overall wealth management strategies with affluent individuals and corporations. Currently, he is a Registered Representative with Signator Investors, Inc. and a licensed independent insurance broker with Signature Comprehensive Insurance Services, LLC (SCIS).

Vince has been in the securities and insurance business since 1996 and has presented hundreds of seminars on investments, tax, retirement and estate planning throughout Southern California. He was promoted to Senior Partner of SEIA in January 2008, after serving as a Senior Vice President at SEIA. Vince was recognized as one of the Top Advisors of 2008 by Worth magazine, a magazine for high net-worth individuals and their financial advisors. He was also recognized as one of Top 40 Advisors under the age of 40 by REP magazine in 2013. His articles have been published annually in Worth magazine since 2010.

Vince currently serves on SEIA’s Investment Committee, which meets monthly to analyze current trends in the fixed income, equity, and alternative investments markets. Vince received his Bachelor’s degree in Business Administration with an emphasis in Finance and Marketing from Loyola Marymount University. He received his Master of Science degree with an academic emphasis in Financial Planning from the College of Financial Planning in 2003. He earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc., after completing the CFP® professional education program in 1999. He resides in Redondo Beach with his wife and three children.

85%
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Brian Sterz
Los Angeles, CA
84%
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.

84%
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Sara Rajo-Miller
Los Angeles, CA
84%
Helpful
Firm
Miracle Mile Advisors
Biography

Sara Rajo works closely with clients to design and implement customized investment plans based on their unique needs. As Investment Advisor, she constructs detailed investment and cash flow models, asset allocation recommendations, wealth transfer structures, pre-transaction planning recommendations, and a variety of other life planning strategies. Sara has been recognized by Forbes as one of America’s 200 Top Women Advisors.

Prior to joining Miracle Mile Advisors, Sara worked as an analyst at a global talent agency in the business affairs and client services division where she assisted the principals in modeling financial plans and agency agreements.

Sara received her Bachelor’s Degree from the University of California Los Angeles, Dean’s List. She holds the Financial Industry Regulatory Authority (FINRA) Series 65 securities license and active life insurance license in California (CA #0L20841). In Los Angeles, Sara is involved with CFCC (Commercial Finance Conference of CA) as a board member of the Young Professionals Group. Sara is very involved in philanthropic causes in Latin America. She is also actively involved in Big Brothers Big Sisters of Greater Los Angeles and Step Up Women’s Network. Sara is fluent in Spanish and conversational French.

84%
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Jake Dorman
CFP®
Laguna Niguel, CA
83%
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.

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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Dave Hutchison
CFA
Newport Beach, CA
82%
Helpful
Firm
Triad Investment Management, LLC
Fee Structure
Fees only based on assets under management
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.

82%
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Eric Toya
Redondo Beach, CA
82%
Helpful
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.

82%
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