Walnut Creek, CA N California Blvd Office

Konrad Kern is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms, including Media Wealth, LLC and Adero Partners, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

Mark Bates is a CFP® professional with 11 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and has previous experience at Adero Partners, LLC and Vista Wealth Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with firm-affiliated private and registered funds.

Minou Rhoades is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. She holds a Series 65 designation and previously worked at Adero Partners, LLC and Vista Wealth Management, LLC. Outside of advising, she manages a rental property. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, families, retirement plans, and institutions. The firm’s investment approach blends active and passive strategies within a tax- and fee-sensitive framework and offers a range of specialized investment programs and family office services.

Tyson Beem is a financial advisor with Focus Partners Wealth, LLC, holding five years of industry experience. He concurrently serves as CEO and business manager at Gelfand, Rennert, & Feldman, a role he has held since 1998. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies alongside various private and registered funds.

Gregory Warner is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Adero Partners, LLC and Hines & Warner Wealth Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

Regan Smith is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Adero Partners, LLC and Vista Wealth Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining various active and passive strategies.

Joseph Guerra is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Adero Partners, Raymond James & Associates, and IRG Companies. Guerra’s background also includes roles outside the financial sector and a period of employment at Texas State University. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm’s long-term investment approach emphasizes tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, and ETFs.

Michael Spector is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior experience includes roles at Media Wealth, LLC, Adero Partners, LLC, and Vista Wealth Management, LLC. Outside of advisory work, he serves as managing member and CEO of investment-related entities involved in private real estate and private company investments. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, separate account managers, and private funds within an enhanced open architecture framework.

Evan Rothschild is a CFP®, CFA®, and Series 66 credentialed advisor with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Adero Partners, LLC, Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Morris Rothschild Capital. Rothschild serves as a member of the investment committee for Jade PTC LLC, a private trust company. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various asset types and manages several proprietary funds and distinct strategies.

Rebekah Mull is a CFP® and holds a Series 65 license, with nine years of industry experience. She is currently with Focus Partners Wealth, LLC and also serves at Adero Partners, LLC. Her prior experience includes roles at Ebert Capital Management Inc. and Premier Financial Group. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized investment programs.

Jennifer Yacoube is a CFP® professional with 10 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. She previously worked at Adero Partners, LLC, ALPS Distributors, Inc, and Litman Gregory Asset Management, LLC. Outside of her advisory role, she owns a vacation rental property in Dillon Beach. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework and offers a wide range of wealth management and financial services.

Jayne Smith is a CFA® charterholder with 32 years of industry experience. She currently serves at Focus Partners Wealth, LLC and has previously worked at Adero Partners, LLC and Vista Wealth Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with various private and registered funds.

Ann Moitra is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds Series 66 and Series 65 licenses and has been associated with Adero Partners since 2011. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis alongside a broad platform of affiliated service companies and product offerings.

Alina Sohng is a CFP® with 16 years of industry experience, currently serving at Focus Partners Wealth, LLC. Her prior roles include positions at Adero Partners, LLC, Griffin Black, Inc., and Cassaday & Company. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, consultant-derived capital market assumptions, and third-party separate account managers as appropriate.

Leilah Buker is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and two years of industry experience. Her prior roles include positions at Adero Partners, Brighton Jones, and Ferguson Wellman Capital Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various investment vehicles.