Aliso Viejo, CA Office

Jared Shaft is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Accelerate Retirement and previously worked at Wells Fargo Clearing for seven years. Outside of finance, he has experience in the restaurant industry and has held roles with California State University Long Beach and American Golf Corp. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation strategy using a variety of investment vehicles and provides comprehensive retirement services, including plan design, provider selection, and fiduciary support.

Christopher Giovinazzo is a financial advisor at Accelerate Retirement with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms such as NFP Retirement, Kestra Investment Services, and Transamerica. In addition to his advisory role, he is a licensed insurance agent who occasionally recommends insurance products on a commission basis. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios with a long-term allocation approach and offers fiduciary retirement services including plan design, provider selection, and participant education.

Stuart Scholten is a financial advisor with Accelerate Retirement, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Kestra Investment Services and NFP Retirement, and has been with Accelerate Investment Advisors LLC since 2024. Outside of his advisory role, he is a property owner managing real estate holdings. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation strategy across a range of investment vehicles and supports retirement plan sponsors through plan design, provider selection, participant education, and fiduciary services.

Phillip Matheson is a financial advisor at Accelerate Retirement with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Kestra Investment Services, NFP Retirement, and Triad Advisors. Matheson also owns and operates independent advisory businesses focused on retirement plan management and investment advisory services. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement consulting. The firm uses a primarily long-term allocation approach with customized portfolios and offers co-fiduciary services under ERISA.

Eric Carlson is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Accelerate Retirement, having joined in 2023, and previously worked at NFP Retirement, Triad Advisors, and LPL Financial. Outside of his advisory work, Carlson volunteers as a mountain biking coach for Woodcrest Christian School and operates businesses related to tax preparation, real estate sales, and mortgage brokering. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans by offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation approach with customized portfolios and provides specialized services for plan sponsors, including investment policy development and co-fiduciary roles under ERISA.