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Joshua G

Pacific Grove, CA

Chimera Wealth

Joshua Gordon is a financial advisor at Chimera Wealth in Pacific Grove, CA, with five years of industry experience. He has worked at Chimera Wealth since 2021 and also manages a mortgage business. Prior to his current role, he held positions at Cross Country Mortgage, Peoples Home Equity, and Banc of California. Chimera Wealth serves individual and high-net-worth clients by providing portfolio management, financial planning, pension consulting, and held-away portfolio consulting. The firm uses a combination of fundamental, quantitative, technical, and cyclical analysis integrated into model portfolios, offering both discretionary and non-discretionary management along with unique subscription services and digital-asset access.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities Self-Employed Executive
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Antone B

Series 66

Pacific Grove, CA

Chimera Wealth

Antone Bulich is a financial advisor at Chimera Wealth with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Waddell & Reed, Cambridge Investment Research, Oracle, and CrossCountry Mortgage. Outside of advising, he is a Notary Public and works as a financial analyst for PowerSchool, focusing on deal pricing with school districts. Chimera Wealth serves individual and high-net-worth clients by providing portfolio management, financial planning, pension consulting, and held-away portfolio consulting. The firm uses a combination of fundamental, quantitative, technical, and cyclical analysis alongside model allocations and offers both discretionary and non-discretionary management.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities Self-Employed Executive
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