A complete list of active advisors currently associated with Koala Financial

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

Koala Financial provides investment advisory services to individuals and high-net-worth individuals, and it also offers pension consulting and written financial planning. The firm is structured as a CPA accountancy corporation and discloses that its supervised personnel are licensed to offer insurance, real estate, and mortgage services, while the adviser is affiliated with a law practice. Koala Financial documents client objectives in individualized Investment Policy Statements and offers discretionary portfolio management across mutual funds, ETFs, REITs and other securities, with a noted preference for Dimensional funds. Its stated investment process draws on multiple methods of analysis (fundamental, quantitative, technical, charting, cyclical, and modern portfolio theory) and includes use of options, margin and short-sale strategies, which entail higher risk. Distinctive features disclosed in the brochure include the integration of accounting/tax services, an affiliated law firm, an affiliated insurance agency, licensed real estate activity, and explicit pension consulting — features that are uncommon for firms in this regulatory category. The firm’s ADV is newly filed and the brochure reports no assets under management as of the March 2026 calculation, indicating an early-stage advisory practice.

To learn more about the advisors currently working at Koala Financial, 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
Benjamin Koala	Bonita, CA	11
Bobbi Koala	Bonita, CA	26
Alexander Wymore	Bonita, CA	11

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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.

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