Hermosa Wealth Management

Kenneth Gillespie is a financial advisor with Hermosa Wealth Management in Hermosa Beach, CA, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. His prior roles include positions at William Blair & Company and Oppenheimer & Co. Inc. Outside of advisory services, he owns Hermosa Tax Inc., a tax preparation and bookkeeping business. Hermosa Wealth Management provides discretionary asset management, financial planning, and consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a goal-driven approach focused on clients’ time horizons and risk tolerance, offering educational seminars and utilizing sub-advisors and alternative investments as part of its portfolio management.

Roger Dasilva is a financial advisor at Hermosa Wealth Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including United First Partners LLC and MML Investors Services. Outside of his advisory role, he owns a tax preparation business, Realm Business and Tax Advisory, based in Hermosa Beach, CA. Hermosa Wealth Management provides discretionary asset management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $24.5 million in client assets and offers goal-driven advisory work informed by fundamental and technical analysis, with recent additions including alternative investments and the use of sub-advisors.