A complete list of active advisors currently associated with Fintent

Warmer can help you find a great advisor at Fintent or one who fits your needs even better.

Fintent Invest, Inc. provides fee-based, discretionary portfolio management and comprehensive financial planning, with services tailored to individuals, trusts, and specialized clients. The firm emphasizes a Physician Wealth Advisory program for medical professionals and works with accredited investors on private alternative opportunities, while also offering hourly, project-based investment consulting. The firm follows a strategic, long-term, value-oriented allocation approach with the ability to employ tactical shifts, options strategies, and six proprietary model portfolios that range from income-focused to high-growth with volatility overlays. Client engagement is informed by a behavioral finance framework—described in the brochure as a cognitive behavioral therapy–based personal finance program—and includes a one-time comprehensive financial plan with annual review and updates. Distinctive features include the firm’s small, founder-led structure managing modest discretionary assets (as disclosed in the brochure), an affiliated entity that delivers fixed-fee financial education courses, and a practice of assisting accredited investors with one‑time administrative steps for private placements. These affiliations and the firm’s focused client niches are disclosed in the ADV and accompanied by policies intended to manage related conflicts of interest.

To learn more about the advisors currently working at Fintent, 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
Annelise Li	Monrovia, CA	2

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