Robert Oda is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to his advisory role, he worked 36 years at Kaiser Permanente and also holds positions in clinical laboratory science at several healthcare laboratories. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, algorithm-driven investment approach and offers multiple account management options, including a personalized managed account program and a low-cost ETF-only platform.

Paul Kletke is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and 17 years of industry experience. He has worked with Global View Capital Advisors, LLC and Global View Capital Management, LLC since 2014 and previously spent over three decades at Southern California Edison. Additionally, he serves as an independent contractor for Global View Capital Advisors, focusing on marketing, education, and sales of the firm’s advisory services. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach supported by its in-house research platform, offering various managed account options including SMA, mutual funds, ETFs, and third-party manager access.

Dilys Chang is a financial advisor with Global View Capital Management LLC and holds Series 63 and Series 65 credentials. She has 15 years of industry experience, including roles at Providien Machining & Metals, Inc. and Gkn Bandy Machining, Inc. Outside her advisory work, she has marketing and sales responsibilities related to insurance and advisory services within affiliated firms. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs an algorithm-driven investment approach focusing on technical and quantitative methods, and it offers both model-based and customizable managed account options.