Kathleen Symer is a CFP® credentialed financial advisor with 12 years of industry experience, currently with Osaic Wealth, Inc. since 2013. She holds CPA and CFP® designations and operates a separate business offering life and long-term care insurance sales as well as tax preparation and planning services for individuals and various entities. Symer also serves as Financial Secretary for the El Camino Elementary School PTA in Santa Barbara. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with access to multiple investment platforms and third-party managers, utilizing firm-provided asset allocation tools and automated portfolio rebalancing.

Steven Symer is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with Osaic since 2023. He has prior experience at Balanced Wealth Planning, Inc. and Royal Alliance Associates, Inc. In addition to advisory services, he prepares tax returns and provides tax planning for individuals, trusts, and various business entities through his CPA/CFP(R) role at Balanced Wealth Planning, Inc. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, portfolio management, and access to third-party managers, utilizing asset-allocation tools and risk assessments to construct portfolios across a range of asset classes.