Liberty Wealth Management, LLC

Lucas Mc Nulty is a Series 65-licensed financial advisor with Liberty Wealth Management, LLC, based in Oakland, CA. He has one year of industry experience and has been with Liberty Wealth Management in multiple periods since 2022. Prior to his advisory role, he worked at Tilden Golf Course and attended the University of California Los Angeles. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm combines centrally developed models with advisor-driven strategies, emphasizing diversification and using Investment Policy Statements to document objectives.

David Hollander is a financial advisor with Liberty Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes leadership roles across multiple affiliated companies, including ownership and management of legal, tax, insurance, and alternative asset entities. Outside of his advisory work, he serves on the finance committee of the Julia Morgan School and is involved with a private racecar club as an owner and board member. He also hosts the weekly Protect Your Assets Radio Show and Podcast. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, offering both discretionary and non-discretionary portfolio management. The firm integrates centrally developed and representative-created investment strategies, with an emphasis on diversification and use of third-party managers, and operates a group of affiliated professional businesses providing legal, tax, real estate, and insurance services.

Candace Hamilton is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has previously worked at Foreside Fund Services, Champlain Investment Partners, Alliance Global Partners, and Wamu Investments. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm blends centrally developed investment models with advisor-specific strategies, emphasizes diversification across traditional and private-market investments, and utilizes both discretionary portfolio management and non-discretionary advisory engagements.

Kameron Jackson is a Series 65-credentialed financial advisor at Liberty Wealth Management, LLC in Oakland, CA, with three years of industry experience. Prior to joining Liberty, he worked at The Utility Reform Network in 2022. Outside of advising, Jackson serves as an insurance agent for Lifetime Planning Marketing, Inc., a privately held insurance field marketing association. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers a combination of discretionary and non-discretionary portfolio management, utilizes Investment Policy Statements, and integrates centrally developed models with advisor-specific strategies, with a focus on diversification across both traditional and private-market investments.

Jared Wegrzyn is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 credential with four years of industry experience. He has previously worked at Creative Planning, LLC and Heyman Investment Group. Jared is also involved with MFA Financial Planning as an Associate Financial Planner/Paraplanner and serves as an insurance agent for Lifetime Planning Marketing, Inc. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm combines centrally developed investment models with advisor-developed strategies and offers a diversified approach across traditional and private-market investments.

David Hedger is a CFP® and ChFC® with 36 years of industry experience. He is with Liberty Wealth Management, LLC and has previously worked at AE Financial Services, Liberty Group, Granite Bay Asset Management Group, and Mony Securities Corporation. In addition to his advisory role, Hedger is involved in health insurance and insurance sales through Lifetime Planning Marketing, Inc. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm combines centrally developed models with advisor-specific strategies, emphasizes diversification, and offers discretionary and non-discretionary portfolio management alongside referrals to third-party managers.

David Gillimore is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA, holding a Series 66 designation and 23 years of industry experience. His career includes roles at firms such as TD Ameritrade, Emerson Equity LLC, and Keller Williams Realty. He also serves as an insurance agent at Lifetime Planning Marketing, Inc. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, utilizing a combination of centrally developed and Adviser Representative–created investment strategies. The firm offers both discretionary and non-discretionary portfolio management, engages third-party managers, and has affiliated professional businesses spanning legal, tax, real estate, and insurance services.

Matthew Del Junco is a financial advisor at Liberty Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Liberty Wealth Management since 2018. In addition to his advisory role, he is an insurance agent at Lifetime Planning Marketing, Inc., an insurance field marketing association. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm combines centrally developed investment models with Advisor-developed strategies, emphasizes diversification, and operates a group of affiliated professional businesses offering legal, tax, real estate, and insurance services.

Adam Mc Nulty is a CFP® professional at Liberty Wealth Management, LLC with 38 years of industry experience. He has worked at Liberty Wealth Management since 2018 and has been involved with Lifetime Planning Marketing, Inc. since 2004. Outside of his advisory role, he is the founder and president of East Bay Flag Football, a nonprofit flag football club for children. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a combination of centrally developed and adviser-developed investment strategies, emphasizes diversification, and routinely engages third-party managers to implement client portfolios.

Jordan Johal is a financial advisor at Liberty Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation. Outside of his advisory role, Johal is co-owner of Golden State Auto Group, LLC, an auto wholesaler, and serves as an insurance agent with Lifetime Planning Marketing, Inc. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, utilizing both discretionary and non-discretionary strategies. The firm combines centrally developed models with advisor-designed strategies, emphasizes diversification, and engages third-party managers and custodial platforms to implement client portfolios.

Kenneth Henson II is a CFP® professional with 12 years of experience in financial advisory. He is currently with Liberty Wealth Management, LLC and has previously worked at firms including AE Financial Services, LPL Financial, and The Vanguard Group. Outside of his advisory work, he is associated with Moore Financial Advice, where he engages in financial sales and services. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm combines centrally developed models with advisor-created strategies and emphasizes diversification across traditional and private-market investments.

Philip Rontell is a Series 65-licensed advisor with Liberty Wealth Management, LLC, based in Oakland, CA, and has one year of industry experience. He has worked at Liberty Wealth Management since 2019 and is also a referral-only licensed real estate agent with The Agency of Alamo, CA. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, offering a range of strategies that combine centrally developed models with advisor-created approaches. The firm serves high-net-worth clients and emphasizes diversification across traditional and private-market investments, integrating third-party managers and affiliated professional businesses.

Charles Moore is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at AE Financial Services, LLC, Liberty Group, LLC, and CUNA Brokerage Services, Inc. Moore is also the owner of Moore Financial Advice, a financial sales and services firm based in San Francisco. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, offering discretionary and non-discretionary portfolio management along with educational seminars. The firm employs a diversified investment approach that integrates centrally developed models and third-party managers, and is part of a group of affiliated professional businesses including legal, tax, real estate, and insurance services.

Claire Hollander is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 credential with four years of industry experience. She has worked at Liberty Wealth Management since 2020 and has prior experience at Regal Wine Company, the Office of the Oakland Mayor, and various legal offices. Outside of her advisory role, she hosts an investment and lifestyle podcast called The Clear Cut Podcast. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a blended investment approach combining centrally developed and advisor-specific strategies, emphasizing diversification across traditional and private-market investments.

Nicholas Del Junco is a financial advisor with Liberty Wealth Management, LLC in Newport Beach, CA, holding a Series 65 designation and seven years of industry experience. He has been with Liberty Wealth Management since 2016 and is also associated with Lifetime Marketing and Planning, Inc., where he is licensed as an insurance agent. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, utilizing a blend of centrally developed models and advisor-specific strategies. The firm also offers diversified investment options, third-party manager referrals, and a range of educational services.