Jae Kim is a financial advisor at Cyclus Wealth Management with 13 years of industry experience. He holds a Series 65 designation and has been with Cyclus Wealth Management since 2013. Cyclus Wealth Management serves individuals, trusts, corporations, and retirement accounts by managing approximately $24 million across 39 client relationships. The firm emphasizes passively managed, low-cost diversified portfolios guided by modern portfolio theory and employs a proprietary, tax-aware rebalancing methodology combined with discretionary adjustments based on valuation views.

Michael Weaver is a financial advisor with Cyclus Wealth Management in Fresno, CA, holding a Series 65 designation and five years of industry experience. His background includes roles at Lyons Magnus and periods of self-employment prior to joining Cyclus. Cyclus Wealth Management advises individuals, trusts, corporations, and retirement accounts, managing approximately $24 million across about 39 client relationships. The firm employs a passive investment approach focused on low-cost, diversified asset allocation, combined with a proprietary, tax-aware rebalancing method and selective client acceptance.