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Credentials
CFP®
Experience Industry experience
7 years
Location
Potomac Falls, VA 20165
Rule72 Financial
Independent
Total advisors
1Clients per advisor
30 HighAvg AUM per client
$282,452 LowHNW client ratio
43% HighWe believe wealth should provide greater freedom, not greater complexity. Rule72 Financial helps individuals and families thoughtfully coordinate their investments, financial planning, and the important decisions that come with significant wealth.
A Personal and Family Approach
We begin with what matters to you—your family, priorities, concerns, and the life your wealth is intended to support. From there, we build a financial strategy around those priorities and help carry it forward over time.
Many of the families we work with have accumulated wealth gradually through successful careers, disciplined saving and investing, business ownership, or an inheritance. They may have accounts spread across different institutions, tax considerations to manage, retirement decisions approaching, or simply more financial complexity than they want to manage alone.
Our role is to bring those pieces together.
Thoughtful Investing. Coordinated Planning.
Investment management and financial planning should not operate separately. We manage portfolios in the context of your retirement income, taxes, cash flow, estate plan, charitable giving, family priorities, and other financial decisions.
That means going beyond making recommendations. We help determine what should be done, explain the choices clearly, and implement and manage the strategies you choose.
You remain in control of the destination; our job is to help navigate the financial decisions required to get there.
A Deliberate Approach to Markets
Good wealth management rarely requires reacting to every market move. We believe portfolios should have a purpose within the larger financial plan.
Our approach emphasizes diversification, tax awareness, appropriate risk, disciplined portfolio management, and staying focused on the decisions that matter most. Rather than adding complexity for its own sake, we look for thoughtful strategies that can be understood, implemented, and maintained.
Working With the People You Trust
Wealth decisions often extend beyond investments. When appropriate, we work alongside your CPA, estate attorney, and other professionals so tax, estate, investment, and planning decisions can be considered together rather than in isolation.
Stewarding Wealth Across Generations
Whether your wealth was built over decades, inherited from someone important to you, or created through a business or career transition, eventually the question becomes larger than investment performa
Based on Rule72 Financial
0.19% per quarter
$270/hr
$1,800/qtr
e.g. discounted fees for military veterans
Potomac Falls, VA
46179 Westlake Drive, Suite 330
Potomac Falls VA 20165
Advisors at this office
1
Texas · Virginia
7 years of industry experience
Rule72 Financial LLC
2021 - Present • 5 years
Potomac Falls, VA
JTB International (LPL Financial)
2018 - 2021 • 3 years
Reston, VA
U.S. Department of Commerce
2011 - 2018 • 7 years
Silver Spring, MD
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 65, Series 63, Series 7, AIF®, CMFC®
McLean, VA
Fedwise Advisors
David Setia, AIF, CMFC, is a financial advisor with LPL Financial in McLean, Virginia, holding Series 7, Series 65 and Series 63 credentials and over 10 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both proprietary and third-party research and model portfolios.
Series 65
Chantilly, VA
Magnus Financials LLC
Girish Gupte is a financial advisor at Magnus Financials LLC with a Series 65 designation and one year of industry experience. He has prior business experience spanning various ventures including insurance and real estate companies that he has been involved with since 2008. Magnus Financials LLC serves individual investors and small businesses by providing financial planning, non-discretionary portfolio advisory, and targeted consulting such as small-business valuations. The firm’s investment approach focuses on strategic asset allocation informed by top-down and fundamental analysis, with advice delivered on a non-discretionary basis and tailored to client preferences.
CFP®, Series 65
Reston, VA
Oakton Financial, LLC
Kevin Lozer is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Oakton Financial, LLC. He previously worked for ten years at CLEARLOGIC FINANCIAL, INC., formerly known as Ticknor Atherton & Associates. Oakton Financial serves high-net-worth individuals and small businesses with comprehensive financial planning and discretionary investment management. The firm emphasizes a strategic asset-allocation approach based on Modern Portfolio Theory, tax-aware investments, and a boutique, limited-client model without charging percentage-of-assets-under-management fees.
Series 65
Brambleton, VA
Simplify Investments
Kartik Patel is a financial advisor at Simplify Investments with eight years of industry experience and holds a Series 65 designation. He is also the president of Data Express Inc., an information technology consulting firm where he provides IT consulting and business strategy analysis, including work with a client in the financial sector. Simplify Investments offers portfolio management services to private individuals, families, and small businesses, focusing on fundamental, value-oriented analysis using a concentrated portfolio of stocks, ETFs, and bonds. The firm serves a notable number of non-U.S. clients and emphasizes addressing currency risk and overseas investment considerations.
Series 65
Vienna, VA
Solution Factory, LLC
Justin Zakia is a financial advisor at Solution Factory, LLC with a Series 65 designation and three years of industry experience. He has held positions at OrthoVirginia, Inc. and The GW Medical Faculty Associates before founding Solution Factory in 2022. Outside of financial advising, Zakia serves as Chief Executive Officer of Fairfax Radiology, LLC, a medical screening and diagnostic testing company. Solution Factory provides customized investment management and financial planning services to individuals, families, trusts, estates, and small businesses, emphasizing an asset-allocation approach informed by economic analysis and client-specific factors. The firm typically manages portfolios on a discretionary basis and offers periodic portfolio reviews and educational workshops for clients.
Series 66
Falls Church, VA
POV Wealth LLC
Eric McGinley is the sole advisor at POV Wealth LLC in Falls Church, VA, holding a Series 66 credential with 11 years of industry experience. His work history includes roles at USA Financial Securities, Securities America, and Park Avenue Securities. Outside of advising, he officiates field hockey and lacrosse games and provides college funding and student loan consultation services. POV Wealth LLC offers financial planning and discretionary asset management for individuals, families, trusts, and businesses. The firm emphasizes documented client profiles, periodic portfolio reviews, and diversified investment strategies, along with educational seminars and coordination of held-away and custodial accounts.
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