Rajan Shankara

Gary Miller is a CFP® professional with 14 years of industry experience, currently practicing at Trusted Financial Advisors in Laguna Niguel, CA. He has been with Trusted Financial Advisors since 2002 and also worked at Noble Wealth Management, Inc. since 2016. Trusted Financial Advisors is an independent firm serving primarily individuals and families, managing about $61 million in assets across roughly 46 client relationships. The firm provides fee-only financial planning and discretionary portfolio management, using a bottom-up fundamental investment approach with a variety of liquid securities and occasional use of unaffiliated sub-advisers.

Thanks for your interest in my firm! I’m Mark Wilson, APA, CFP®, a proud father of two and lucky husband of one. I founded MILE Wealth Management to provide real wealth management to families and “Make It Look Easy” (MILE). Providing integrated financial planning and investment management is hard. This is the reason why most financial advisors do bare minimum planning or no planning at all. Those that do financial plans intentionally make it look complex to justify their fees. The industry is full of jargon, acronyms, fine print and disclosures. It’s no wonder that their “customers” are not meeting their goals or sleeping well at night. My goal is to use my experience, teaching background, wise use of technology and smarts to make it look easy. I’ve found that families that understand their financial situation, set their personal targets and see their next steps will be able to achieve their short and long-term goals and make adjustments as necessary. I want you to be relaxed about your finances, focus on what’s really important and make it look easy. Have a look at our website (www.milewealth.com) or call 949-441-4410 to find out more.

Binjie Li is a CFA charterholder and holds a Series 63 license, with six years of industry experience. He is currently with XFO Capital and GT Securities, Inc., having previously worked at Northwestern Mutual and MSQ Ventures among other firms. XFO Capital provides investment management, financial planning, and consulting services to a diverse client base including high-net-worth individuals, families, trusts, estates, charitable organizations, and corporations. The firm employs a broad mix of investment types using both active and passive strategies, offering discretionary management with a long-term orientation as well as specialized services such as direct indexing and laddered bond strategies.

Clark Wilson is an advisor at Wilson, Clark Allen with Series 63 and Series 66 licenses and five years of industry experience. He has worked at R. W. Towt & Associates since 2009 and has been involved with Clarke Wilson Capital Management since 2002. Outside of his advisory role, he is also a mortgage loan originator. Wilson, Clark Allen serves institutional clients, 401(k) plan sponsors, investment companies, and pension vehicles, offering portfolio management, 401(k) management, stock and ETF selection, option strategies, and subscription-based data and mobile app services. The firm employs an active, CAN SLIM–based investment approach with discretionary trading, market timing, stop-loss rules, and various option strategies, supported by proprietary algorithmic allocation systems delivered through subscription and app platforms.

Michael Templeman is a CFP® professional with four years of experience at Templeman Wealth Management Inc. He has been the principal of his own firm since 2002. Outside of advisory work, he owns Paradigm Table Games, Inc., which licenses live table game content to casinos. Templeman Wealth Management Inc. provides discretionary portfolio management and financial planning to individual and high-net-worth clients, utilizing a combination of fundamental, quantitative, and technical analysis within a long-term trading framework. The firm emphasizes customized Investment Policy Statements and maintains a small client roster with services supported by an affiliated accounting practice.

Strivent Financial provides fee-only, comprehensive financial planning advice, that follows the fiduciary standard, to Gen X and Baby Boomer generations with a focus on those preparing for retirement and those going through retirement in Orange County, California and beyond. We do our best work for clients that need clear answers to their complex questions and challenges. Strivent Financial works along-side you as a trusted partner to help you align your financial resources with your values and goals, so you can focus on what matters most to you. Meet in-person or virtually. Visit www.striventfinancial.com or call (800) 893-6783. Services include: • General Financial Planning – Cash flow, spending plan, saving strategies • Investment Management – Portfolio review, asset allocation, withdrawal strategies • Tax Planning – Tax mitigation strategies, Roth conversion strategies, employer benefits • Insurance Planning – Review of existing policies, auto, homeowner’s, health, disability, life, long term care • Retirement Planning – Retirement goal setting, retirement income analysis, social security, Medicare • Estate Planning – Create estate planning roadmap, wills, trusts, power of attorney • Assistance to Loved Ones – Gifting, education planning, 529 plans, caring for elderly • Special Services – Loss of spouse services, divorce services Kevin Henss is a Certified Financial Planner™ (CFP®) professional. He is the president and founder of Strivent Financial in Mission Viejo, CA. Kevin has been providing comprehensive financial planning advice for over twelve years. He is an avid speaker and presenter of financial planning concepts having presented to hundreds of financial advisors at the Financial Planning Association in Orange County and Santa Barbara chapters. Kevin served on the board of the Financial Planning Association in Orange County (FPA-OC) as the Director of Communications and was voted “Volunteer of the Year” in 2011 for his successful achievements and contributions. He continues to volunteer and is currently the leader of the FPA-OC’s Internship Program where he connects aspiring financial planners with host financial planning firms. Kevin resides in Ladera Ranch, California with his wife, Lauren, two daughters, Cadence and Haley.