A complete list of active advisors currently associated with Alaminos Wealth Planning
Warmer can help you find a great advisor at Alaminos Wealth Planning or one who fits your needs even better.
Alaminos Wealth Planning provides investment management, ongoing financial planning, and one‑off agreed‑scope personal financial analyses to individuals and high‑net‑worth clients, and also offers educational seminars and speaking engagements to small businesses, corporations, and nonprofit organizations. The firm operates as a fee‑only adviser and advises on a range of securities including stocks, bonds, mutual funds, ETFs, government and municipal securities, and cash equivalents. The firm develops a personalized investment policy and asset allocation for each client and applies a mix of fundamental and cyclical analysis along with principles of modern portfolio theory, using both passive and active vehicles as appropriate. It may engage outside managers for portions of client portfolios, typically manages accounts on a discretionary basis when retained, and conducts periodic reviews tied to client objectives and risk tolerance. Notable distinctions include the firm’s explicit offering of educational seminars — a service relatively uncommon among independent advisers — and the recent addition of Agreed‑Scope Personal Financial Analysis engagements that deliver discrete, project‑based deliverables (for example, cash‑flow modeling, equity compensation analysis, and major purchase planning). Founded in 2025 and managing a limited amount of client assets, the firm operates at a small scale, which is reflected in its mix of ongoing planning relationships and targeted, analyst‑style consulting projects.
To learn more about the advisors currently working at Alaminos Wealth Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dublin, OH
| 0
|
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