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Caden F

Series 65

Irvine, CA

Focus Partners Wealth, LLC

Caden Fehr is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at JM Financial Strategies, State Farm, Mercer Advisors, HomeStreet Bank, and Trinity School. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm combines active and passive strategies within a tax- and fee-sensitive framework and offers access to private funds and specialized investment solutions.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Philip H

CFP®, Series 63, Series 65

Irvine, CA

Focus Partners Wealth, LLC

Philip Ho is a CFP®-designated financial advisor with 25 years of industry experience. He currently works at Focus Partners Wealth, LLC and has held prior roles at Buckingham Strategic Wealth, LLC and Wealth Management Group, LLP. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Daniel K

Series 66

Irvine, CA

Focus Partners Wealth, LLC

Daniel Kean is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Buckingham Strategic Wealth, Madrona Financial & CPAs, and Thrivent Investment Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, using fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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