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Timothy W
CFP®, Series 63
Walnut Creek, CA
Focus Partners Wealth, LLC
Timothy Wochok is a CFP® professional with 20 years of industry experience currently affiliated with Focus Partners Wealth, LLC. His prior roles include tenures at The Colony Group, LLC and Buckingham Asset Management, LLC, among others. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.
Antoinette C
Series 63, Series 65
Walnut Creek, CA
Focus Partners Wealth, LLC
Antoinette Carmona is a financial advisor with Focus Partners Wealth, LLC in Walnut Creek, CA. She holds Series 63 and Series 65 licenses and has 22 years of industry experience. Her prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Foreside Financial Services, and Buckingham Strategic Partners. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.
Jay W
Series 65
Walnut Creek, CA
Focus Partners Wealth, LLC
Jay Wirig is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and 21 years of industry experience. His prior roles include positions at The Colony Group, Buckingham Asset Management, Jnjp Certified Public Accountants, and PensionOne Advisors, among others. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.
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