Life Line Wealth Management LLC

Cristian Mundy is a CFP® with 15 years of experience in the financial industry. He is currently with Life Line Wealth Management LLC and has prior experience at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he coaches youth basketball at the Hollywood Recreation Center. Life Line Wealth Management is a small team managing approximately $557.6 million in assets, primarily serving individual clients, trusts, and privately held small businesses. The firm focuses on passive, asset-allocation strategies using ETFs, while also integrating other asset classes as appropriate, and provides discretionary investment management along with financial planning services.

Sebastian Eccles is a financial advisor at Life Line Wealth Management LLC in Houston, TX, holding the CFP® and Series 66 designations with two years of industry experience. He has worked previously at Factory Capital, LLC, Kayne Anderson Rudnick, BLISK FINANCIAL GROUP/Spire Investment Partners, and Morgan Stanley. Life Line Wealth Management is a registered investment adviser serving primarily individual clients, trusts, and small business entities with about $557.6 million in assets under management. The firm employs a passive, asset-allocation investment approach using ETFs and other asset classes, tailoring portfolios to clients’ risk profiles and providing discretionary management alongside optional financial planning services.

Lameck Lukanga is a CFP® professional with 11 years of industry experience, currently serving at Life Line Wealth Management LLC. He has held roles at affiliated entities including Life Line Holdings, Inc. and Life Line Financial Group since 2011. Lukanga is also a member manager of Life Line Financial Group, a firm providing tax preparation, business management, and accounting services. Life Line Wealth Management offers discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, and privately held small businesses. The firm employs a Modern Portfolio Theory-based approach with a buy-and-hold strategy, focusing on asset allocation through primarily passive ETFs and customized portfolios managed mostly on a discretionary basis.

Palmer White is a CFP® and holds a Series 63 license with two years of industry experience. He currently works at Life Line Wealth Management LLC and previously held roles at Northwestern Mutual and Life Line Financial Group. Outside of finance, he has experience working in the nightclub industry. Life Line Wealth Management is a small advisory team managing approximately $557.6 million in assets. The firm serves individual clients, trusts, and small business entities, focusing on passive, asset-allocation strategies using mainly passively managed ETFs, with portfolios tailored to client risk profiles and investment constraints.

Aaron Stephens is a CFA® charterholder with eight years of industry experience. He is currently with Life Line Wealth Management LLC, where he has worked since 2018, following three years at New Territory Advisors. He also manages special purpose investment vehicles through LifeLine Torch Management LLC. Life Line Wealth Management is a boutique advisory firm serving individual clients, trusts, and small businesses with discretionary investment management and financial planning. The firm emphasizes passive, asset-allocation strategies informed by Modern Portfolio Theory and offers customized portfolios that include a broad range of asset classes.