Anacapa Financial, LLC

John Maciolek is a financial advisor at Anacapa Financial, LLC with one year of industry experience. He holds a Series 65 credential and has prior work experience in various fields including retail and landscaping. Maciolek is also licensed to sell insurance products. Anacapa Financial serves individual clients, business entities, trusts, estates, and employer retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm offers additional services such as tax preparation, bookkeeping, and estate document services, tailoring investment strategies to client goals and risk tolerances.

Matthew Chase is a financial advisor at Anacapa Financial, LLC with a Series 65 designation and four years of experience at the firm. His prior work history includes roles at several companies outside the financial industry, such as SAG-AFTRA and various gig economy platforms. Anacapa Financial, LLC provides portfolio management, financial planning, retirement plan consulting, tax preparation, and bookkeeping services to individuals, qualified plans, business entities, trusts, and estates. The firm customizes investment strategies based on client objectives and risk tolerances, utilizing a range of approaches including asset allocation and both long- and short-term trading.

Jack Green is a CFP® with 25 years of industry experience, currently serving as CEO of Anacapa Financial, LLC. He has held positions at Purshe Kaplan Sterling Investments and LPL Financial, and also works as a real estate sales agent with Pacific West Real Estate Co. In addition to his advisory role, Jack is involved in real estate sales and will serve as successor trustee for his parents' trust. Anacapa Financial, LLC advises individuals, qualified plans, business entities, trusts, and estates through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm combines investment advisory services with tax preparation, bookkeeping, and estate-planning solutions, tailoring investment strategies to client objectives using a variety of approaches and custodial platforms.

Adrin Jeremy Masmela is a financial advisor with Anacapa Financial, LLC in Ventura, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Anacapa Financial, he worked at Bright CPA and Pennymac, and served with AmeriCorps NCCC. Anacapa Financial, LLC provides advisory services to individuals, qualified plans, business entities, trusts, and estates, offering portfolio management, financial planning, retirement consulting, and additional tax and bookkeeping services. The firm customizes investment strategies using various approaches and combines advisory work with broader industry roles to deliver a range of financial solutions.

Young Kim is a financial advisor at Anacapa Financial, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has held prior roles at firms including Ameriprise Financial Services and Merrill. Outside of advisory work, Kim is involved in insurance sales and serves as a business consultant and project manager for Royal Construction Group. Anacapa Financial provides portfolio management and financial planning services to individuals, qualified plans, business entities, trusts, and estates. The firm combines investment advisory with related services such as tax preparation and estate-planning solutions, tailoring strategies through asset allocation and a variety of trading approaches to align with client objectives.