A complete list of active advisors currently associated with La Vida Financial
Warmer can help you find a great advisor at La Vida Financial or one who fits your needs even better.
La Vida Financial is a fee‑only advisory firm that provides comprehensive financial planning to individuals and high‑net‑worth clients through ongoing and project‑based engagements. The firm does not provide investment management or custody and typically delivers written financial plans and referrals to third‑party professionals as part of its services. When recommending investments in the context of a financial plan, the firm emphasizes asset allocation and Modern Portfolio Theory, employs a mix of passive and active funds, and may incorporate socially responsible (ESG) approaches when requested; it relies on third‑party research to evaluate mutual funds and ETFs. LVF does not exercise investment discretion or execute trades for clients, so clients retain responsibility for implementing recommended strategies and selecting custodians. Notable distinctions compared with many peers include offering hourly billing as an option (with hourly work limited to clients who have completed a project‑based engagement) and the absence of percentage‑of‑assets‑under‑management fees—both uncommon features for firms in this category. The firm was formed in 2025 and is led by a sole principal who holds CFP® certification and draws on prior financial‑services and technology experience.
To learn more about the advisors currently working at La Vida 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 |
|---|---|---|
Frisco, TX
| 4
|
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