A complete list of active advisors currently associated with Izuchi LLC

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

Izuchi provides financial planning and non‑discretionary investment monitoring and consulting to individuals, trusts, and estates, and offers educational workshops and investment support to clients and the broader community. The firm assists clients in implementing plans by recommending and periodically reviewing self‑directed brokerage accounts (noting common recommendations such as Vanguard, Fidelity, Charles Schwab, and Robinhood) while clients retain trading authority and custody. The firm’s advisory work is non‑discretionary: Izuchi reviews client portfolios, recommends reallocations, and conducts annual formal reviews but will not obtain trading authority or custody. Its stated analytical methods include fundamental and technical analysis and a range of strategies (long‑ and short‑term purchases, trading, margin, and covered options), and the brochure notes the firm does not accept performance‑based fees and reports no assets under management. Distinctive operational features highlighted in the brochure include fixed annual planning and project fees with flexible payment platforms (Zelle, PayPal, Zoho) and complimentary educational workshops for engaged planning clients, as well as explicit coordination with external professionals in its Legacy Plan. The firm also discloses non‑advisory outside activities (rental real estate and business support services) and maintains a formal Code of Ethics and procedures for monitoring client accounts.

To learn more about the advisors currently working at Izuchi LLC, 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
Urenna Okoye	Beltsville, MD	2

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support