We provide financial planning to physicians in their 30s to 40s. We will provide you genuine and professional advice, without the stuffy suit and Wall Street jargon. We understand the unique situations that physicians face, such as: (1) feeling overwhelmed catching up on life experiences, saving for the future, and paying off debt. (2) wanting to reduce the enormous taxes you pay. (3) feeling "sandwiched" between supporting your children and parents. We make complex financial issues easily digestible so that you fully understand the choices you have. We seek to listen before I speak so your needs and concerns are heard. When you reach out to us, we aim to respond within 24 hours, and we can meet you on the weekends so that you don't have to sneak out of work.

Alfonso Aduna is a financial advisor at Aduna Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Nationwide Insurance. Outside of finance, he owns a travel agency franchise, Expedia Cruise Center, through Aduna Travel LLC. Aduna Capital provides discretionary investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a four-part investment process combining bottom-up and top-down analysis and incorporates options and derivatives strategies in client accounts.

Jarvis Reeves is a financial advisor at Clarity Financial with six years of industry experience. He holds a Series 65 designation and has previously worked at Significant Wealth Partners Inc. and Change Path LLC. In addition to his advisory work, Reeves is president of Taylor & Associates, where he conducts seminars and advises on life and annuity insurance products. Clarity Financial is an independent registered investment adviser that offers complimentary financial planning, third-party manager recommendations, and ERISA 3(21) retirement plan advisory services to individuals, trusts, estates, and business entities. The firm refers client assets to third-party managers and focuses on non-discretionary management, serving as a liaison to monitor performance and assist with plan administration.

Carla Martinez is a financial advisor at AGF Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at AGF Advisors since 2010, following a decade at Buenfuturo LLC. AGF Advisors serves small- and medium-sized retirement plan sponsors and individual investors, providing retirement-plan consulting, financial planning, and managed-account services. The firm manages client portfolios on a non-discretionary basis with a conservative investment approach and offers bilingual seminars and customized participant communications as part of its pension-consulting practice.

Jeffrey Pih is the sole advisor at Pih Investments, LLC in South Pasadena, CA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 13 years of industry experience, including six years as Director of Accounting and Financial Planning at Biosys Laboratories, Inc. In addition to his advisory role, he is an independent insurance agent offering life and disability insurance products. Pih Investments, LLC is a small independent advisory firm providing investment management and financial planning services to individuals and pension and profit-sharing plans, including ERISA plan advisory. The firm employs fundamental analysis, discretionary portfolio management, and offers financial planning on an hourly or fixed-fee basis.

Kevin Sheldahl is a CFP® professional with 23 years of experience in the financial advisory industry. He founded and has operated Appian Way Financial LLC since 2013. He is also licensed as an insurance agent, dedicating up to 10% of his time to insurance-related activities with unaffiliated carriers. Appian Way Financial provides financial planning, retirement and tax planning, business consulting, and investment consultation for individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental and technical analysis, utilizing active asset management, core-and-satellite allocations, and value investing strategies, with portfolios typically including diversified, tax-aware allocations across various investment vehicles.

Yolla Kairouz is a financial advisor with Kairos Family Wealth LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior experience includes roles at JPMorgan Chase and Wells Fargo spanning over a decade. She serves as a board member for the UCLA Anderson Economic Forecast, a nonprofit providing economic insights for the greater Los Angeles area and beyond. Kairos Family Wealth LLC is a newly formed investment adviser offering discretionary portfolio management, outsourced CFO services, and standalone financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies, drawing on fundamental and quantitative analysis, and acts as a fiduciary for retirement accounts.

Joseph Jackson is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2010, progressing through roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, and Investment Solutions Representative. Prior to joining Fidelity, he worked as a Credit Manager at Wells Fargo from 2009 to 2010. Joseph is a Certified Financial Planner who focuses on comprehensive wealth planning. He dedicates time to understanding each client's unique situation and provides tailored, non-biased guidance along with actionable steps. He holds a California Insurance License.

Eli Rosenthal is a financial advisor at Odyssey Financial Services LLC with a Series 65 designation and four years of industry experience. He has held various roles in technology and finance, including a concurrent position as a Software Engineer II at SpaceX. Prior to his advisory work, he has experience at firms such as Pluto and Hedley & Bennett. Odyssey Financial Services LLC provides investment management and financial planning to individual investors and small businesses. The firm focuses on U.S. equities and bonds, offering flexible billing arrangements and both discretionary and non-discretionary account options.

Patrick Powers is a financial advisor at WealthWise Asset Management LLC with a Series 65 designation and one year of industry experience. He has been involved in entrepreneurial activities through PowersTech, Inc. and Newport Thin Film Laboratory, Inc. outside of his advisory role. WealthWise Asset Management provides investment advisory and wealth-planning services to individuals, families, corporate executives, business owners, and trusts. The firm offers non-discretionary advice with a focus on long-term planning, using an hourly, flat-fee billing model and providing educational seminars.

Jason Tani is a financial advisor at Pure Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Innovation Partners LLC and PURSHE KAPLAN STERLING INVESTMENTS, Inc. prior to his current role. Outside of investment advising, he is also an independent agent for health, medical, dental, and vision insurance through Pure Health Management. Pure Wealth Management provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a tactical asset-allocation approach focused on non-correlation, concentrated holdings, and global diversification, primarily implementing portfolios with no-load and low-load mutual funds and ETFs.

Jivko Velev is the principal of Velev Advisors in Los Angeles, CA, holding a Series 65 designation with nine years of industry experience. He has been providing tax and accounting services as a sole proprietor since 2011 alongside his advisory work. Velev also has a long tenure at Activision Blizzard beginning in 2002. Velev Advisors offers discretionary investment management, financial planning, and consulting services to individuals, trusts, and estates. The firm combines fundamental and technical analysis to develop individualized investment strategies and also provides separate tax, accounting, and business advisory services.

Craig Hawkins is a CFP® with 16 years of industry experience, operating as the sole advisor at Hawkins Capital Advisors in Los Angeles, CA. He has worked with Gradient Securities, LLC since 2012 and founded Hawkins Capital Advisors the same year. Hawkins is also involved with a financial services technology start-up and holds a California insurance agent license. Hawkins Capital Advisors provides financial planning, investment consultation, and supervisory services to individuals, trusts, estates, charitable foundations, businesses, and pension/profit-sharing plans. The firm follows a long-term, disciplined buy-and-hold strategy emphasizing passive investments, broad diversification, cost minimization, and periodic rebalancing.

Earl Jordan Yaokasin is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has been the sole advisor at Wealtharch Investment Services, LLC since 2014. Wealtharch Investment Services, LLC advises individuals, charities, and corporate entities, offering financial planning, portfolio and wealth management, and a subscription research service for self-directed investors. The firm employs a value-driven, fundamental analysis approach focused on intrinsic value and long-term holdings in U.S. equities, with portfolios tailored to clients’ objectives and risk tolerance.

Gerry Dransfeldt is the sole advisor at Gerry Dransfeldt RIA, Inc, an independent firm based in Yorba Linda, CA. He has 12 years of industry experience and has been operating his own RIA since 1998. The firm provides discretionary portfolio management to individual investors and trusts, focusing on high-quality, dividend-paying equities, MLPs, and REITs combined with option overlay strategies tailored to client risk profiles. It manages a small client base with frequent account reviews and does not vote client proxies or receive third-party compensation.

Daniel Wykowski is a CFA® charterholder and holds a Series 63 license with seven years of industry experience. He is the principal of Pacific Street Advisors LLC and has held financial roles at Headspace, Inc., Hulu, LLC, Guggenheim Partners, and JP Morgan. Outside of his advisory work, he serves as the FP&A Manager at Headspace, Inc., focusing on corporate financial analysis. Pacific Street Advisors provides discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolio construction using a range of securities and employs a combination of fundamental, cyclical, and technical analysis with a generally long-term investment orientation that allows for tactical adjustments.

Joseph Lora is a CFA® charterholder with 22 years of industry experience, currently serving as the sole advisor at Fig Tree Capital in Pasadena, CA. Prior to founding Fig Tree Capital in 2017, he worked at Merrill for seven years. Fig Tree Capital provides fee-based financial planning, investment management, and educational seminars primarily for individual and high-net-worth clients. The firm employs tailored investment strategies documented in policy statements and utilizes a range of approaches including discretionary portfolio management and option strategies.

Khanh Nguyen is a financial advisor at Ayla Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Credit Suisse Securities, Inflection Capital, and Caerus Investment Advisors. Outside of financial advising, he provides strategy consulting and coaching services to companies and individuals through his business, Reverence. Ayla Capital offers fee-based, discretionary investment advisory and portfolio management services to a select client base, including high-net-worth individuals and institutional clients. The firm employs a tactical allocation approach that incorporates fundamental, technical, and quantitative analysis, and is notable for providing performance-based compensation arrangements and pension consulting services.

Michael Rodriguez is a CFP® professional at Equanimity Wealth with two years of advisory experience. He previously worked at South Bay Financial Partners and US Bank and has a background that includes roles outside the financial industry. Equanimity Wealth is a fee-only independent firm serving individual clients, including high-net-worth households and business owners, with comprehensive financial planning and a variety of engagement options. The firm emphasizes client-driven advice and favors passive investment strategies without discretionary portfolio management or percentage-of-assets fees.

Carlota Venegas is a CFP® and holds a Series 66 license with 16 years of industry experience. She has worked at Clifford Swan Investment Counsel and Ameriprise Financial Services before founding Raven Wealth Advisors in 2026. Raven Wealth Advisors is a fee-only registered advisor providing investment management and financial planning services to individuals, corporations, and businesses. The firm offers specialized divorce financial planning and educational seminars, managing portfolios through a mix of fundamental, technical, and cyclical analysis with both discretionary and non-discretionary arrangements.