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Gregory Allen Vojtanek

Advisor at Fade In Financial — Burbank, CA

Updated today

Credentials

CFP®, Series 65

Experience

5 years

Location

Burbank, CA

Fade In Financial logo

Fade In Financial

Independent

Total advisors

1

Clients per advisor

20 Typical

Avg AUM per client

$225,000 Low

HNW client ratio

20% Typical

About

Gregory Vojtanek is a CFP® with five years of industry experience, currently serving as the sole advisor at Fade In Financial. His prior experience includes roles at Incline Wealth Advisors and Christopher V Haro, CPA. Fade In Financial provides investment advisory and planning services primarily to individual clients and households, managing approximately $4.5 million across about 20 client relationships. The firm operates as a solo advisor and offers client education events and newsletters, alongside using derivatives within separately managed accounts as part of its investment strategies.

Client services

Based on Fade In Financial

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

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Location

Burbank, CA

Burbank CA

Advisors at this office

1

Most active in

California

Work history

5 years of industry experience

Incline Wealth Advisors

2021 - 2022 • 1 year

Cincinnati, OH

Fade In Financial

2021 - Present • 5 years

Burbank, CA

Christopher V Haro, CPA

2020 - 2023 • 3 years

La Mirada, CA

Cabrini Villas HOA

2019 - 2020 • 1 year

Burbank, CA

Self-Employed

2017 - 2019 • 2 years

Burbank, CA

Unemployed

2016 - 2017 • 1 year

Burbank, CA

Netflix

2016 - 2016 • 1 year

Los Angeles, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Drew F

Series 65

Los Angeles, CA

Wideframe Wealth

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Sevada Z

Series 66

Burbank, CA

LPL Financial

Sevada Zadooryan is a financial advisor with LPL Financial in Burbank, CA, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Mechanics Bank, CUSO Financial Services, J.P. Morgan Securities, Bank of America, and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

College savings (529s, UTMA, etc.)
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Joo Hong K

Series 63, Series 65

Los Angeles, CA

Solomon Investment Consulting, Inc.

Joo Hong Kim is a financial advisor at Solomon Investment Consulting, Inc. in Los Angeles, CA, with 25 years of industry experience. He has held roles at the Asian Pacific American Dispute Resolution Center and the Pacific Business Exchange Golf Club. Kim holds Series 63 and Series 65 licenses. Solomon Investment Consulting is a fee-only, single-advisor registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm manages approximately $27.8 million across about ten client relationships, offering discretionary and non-discretionary portfolio management and financial planning based on valuation and fundamental analysis, with a performance-based fee option available to qualified clients.

Active portfolio management
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Dominic W

Series 65

Los Angeles, CA

MDW Capital Management Corp.

Dominic Waechter is a financial advisor at MDW Capital Management Corp. in Los Angeles, holding a Series 65 designation with three years of industry experience. He has worked at Hammelman Capital Management LLC and currently maintains roles in accounting at DLD Accountancy, LLP, and in real estate brokerage and property management. In addition to his advisory work, Waechter is a licensed life insurance agent. MDW Capital Management Corp serves individual and high-net-worth clients through a single-advisor practice that oversees approximately $12.5 million in assets. The firm employs a referral and oversight model, matching clients with third-party discretionary managers and monitoring those externally managed portfolios without directly trading client accounts.

Wealth management
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Joseph L

Series 65

Santa Monica, CA

Joseph C. Longo, Attorney At Law

Joseph Longo is a financial advisor based in Santa Monica, CA, operating under the independent firm Joseph C. Longo, Attorney At Law. He holds a Series 65 designation and has 14 years of experience in the financial industry. In addition to providing investment advisory services, he is an attorney specializing in sports, tax, litigation, and estate planning, with over 20 years in legal practice. The firm offers investment advisory services to individual clients through a referral relationship with a broker-dealer, focusing on customized asset allocation recommendations without exercising discretionary management. Day-to-day portfolio decisions and trade execution are handled by the broker-dealer, while Joseph Longo consults with clients on strategy and restrictions.

Attorney
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Ryan M

CFP®, Series 66

Pasadena, CA

Derive Wealth

Ryan Miyamoto is a CFP® with 21 years of industry experience and currently operates as the sole advisor at Derive Wealth in Pasadena, CA. His prior work includes a two-year tenure at StashClass LLC before focusing on Derive Wealth since 2016. Derive Wealth provides financial planning and portfolio management services to individuals, families, high-net-worth clients, and small businesses. The firm employs a Core + Satellite investment approach using low-cost indexed funds and targeted satellite holdings, with a billing model based on fixed advisory fees rather than asset-based percentages.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning
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