Brian Caine is the principal advisor at CSJ Wealth Management, LLC, an independent firm based in Solana Beach, CA. He holds a Series 65 designation and has 29 years of industry experience, including prior roles at Caine Capital Management and CSJ Capital Advisors Inc. Outside of his advisory work, he is president of The Caine Group, Inc., and is involved in private real estate development and legal services. CSJ Wealth Management serves individuals, trusts, estates, charitable organizations, ERISA plans, and certain corporate and institutional clients. The firm offers discretionary portfolio management, outsourced financial planning, and advice on private funds, employing a long-term, asset-class diversification strategy for individual accounts and a more active security-selection approach for pooled and institutional mandates.

Olivian Pitis is a CFP®, CFA®, and Series 66-licensed financial advisor at CSJ Wealth Management, LLC with 17 years of industry experience. He previously worked at American Century Investment Services, Dimensional Fund Advisors, and Dowling & Yahnke. He has been involved with the UCLA Anderson San Diego Alumni Chapter since 2020. CSJ Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, charitable organizations, ERISA plans, and corporations. The firm employs a long-term, asset-allocation investment approach using low-cost institutional funds and also manages a sponsored pooled investment vehicle with more active strategies.