Roxana E Solorzano

After 15+ years as a financial planner working for high net worth families and successful business owners, I decided to follow my dream of starting my own firm, to serve people like myself: ambitious, increasingly complex life, and curious to examine my relationship to money. A true high-touch concierge service to go beyond the numbers by understanding what you want from life and what motivates you. We specialize working with AAPI and underserved communities, to undercover your money story to get a deeper meaning of your values and priorities.

Qubera Wealth Management is a fee-only fiduciary RIA in Pasadena, California, serving clients nationally since 2012. I work mainly with tech executives and professionals who hold RSUs, ESPPs, and concentrated company stock, along with physicians, business owners, and women in tech. The core of the practice is planning around equity compensation and the tax strategy that goes with it: timing vesting and sales, reducing a concentrated position without triggering unnecessary tax, and using tools like exchange funds, oil and gas deductions, QSBS, and Qualified Opportunity Zones where they fit. Portfolios are built with quantitative models and factor-based frameworks, and my own retirement assets are invested in the same strategies I build for clients. I offer hourly planning starting at $350, comprehensive plans from $1,600 to $7,500, and ongoing management on a published fee schedule. No commissions, no product sales. Every client has my direct line, and I sign a fiduciary pledge for each one. Qubera Wealth Management serves individuals, high-net-worth clients, and corporate clients. The firm focuses on strategic asset allocation using Modern Portfolio Theory, primarily employing low-cost index funds and selected individual securities, with global diversification and ongoing portfolio monitoring.

Jeffrey Mansell is a financial advisor with Kodiak Capital Advisors LLC, holding Series 65 and Series 66 licenses and 10 years of industry experience. He has worked at Kodiak Capital Advisors since 2015 and previously at National Planning Corporation and Edward Jones. Kodiak Capital Advisors LLC is a state-registered investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm focuses on fundamental analysis and offers investment strategies including stocks, bonds, ETFs, and options, with an emphasis on small- and medium-cap securities.

Before we ever talk about financial planning, my team and I want to genuinely understand and deeply care about your life. Not just your accounts, taxes, or investments, but what those things are meant to protect. Your family.
 Your business.
 Your future.
 Your peace of mind.
 The people who depend on you. Our most important responsibility as a team is to listen, understand what matters most, and deeply care about your situation, because it truly matters. Once we fully understand what you are carrying, what you are trying to protect, and what you want your money to make possible, we then help turn that understanding into a clear plan. As a CERTIFIED FINANCIAL PLANNER® at Chatterton & Associates, my goal is simple, to give business owners and retirees a clear plan that keeps you one step ahead so you pay as little taxes as you legally have to, avoid costly mistakes, and are covered if something unexpected comes up. At our firm, wealth, tax, and estate all work together under one roof. I work directly with our CPAs, EAs, and attorneys to help keep your plan aligned and save you money. Qualified wealth clients also receive tax service credits through our firm, which often cover most or all of their tax services. I focus on making financial planning clear and easy to follow. I help clients understand their investments, reduce taxes owed, improve cash flow, and prepare for major transitions like retirement or selling a business. As a CFP® professional, I put my clients’ interests first. I take time to understand your goals and build tailored plans you can act on. I help my clients stay clear on where they stand, what to do next, and why it matters so they can move forward with confidence. Robert Chatterton III is a registered representative with, and securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory services are offered through Chatterton and Associates, a registered investment advisor. For hyperlinks to FINRA and SIPC, please refer to 'See Contact Info' section above. Third party posts found on this profile do not reflect the views of Chatterton and Associates and have not been reviewed by Chatterton and Associates as to accuracy or completeness. The financial professionals associated with Chatterton and Associates may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please visit website for disclosures: https://chattertoninc.com/disclaimer

Kathleen Phan is a financial advisor with Stirlingshire Investments, holding Series 7 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at LPL Financial LLC and National Planning Corporation. She also sells variable annuities through RetireOne Investment Services LLC. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a diverse investment approach combining quantitative, fundamental, technical, and modern portfolio theory analyses and offers access to a wide range of investment types, including mutual funds, ETFs, fixed income, REITs, private placements, and alternative vehicles.

Garrett Faulconer is an investment advisor representative at Connective Wealth Partners, LLC with a Series 65 license and two years of industry experience. Prior to joining Connective Wealth Partners in 2025, he worked at FG Advisory Services, LLC and The Financial Gym, where he held investment advisory roles. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-based investment process with a long-term orientation, constructing portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.