San Diego, CA Hazard Center Drive Office

Christopher Bertorelli is a Certified Financial Planner® with 32 years of industry experience. He is currently with Octavia Wealth Advisors LLC and has held prior roles at John Hancock Investment Management and Manulife Asset Management. Bertorelli serves on the Coronado Cays Yacht Club Financial Advisory Committee, providing financial guidance to the board. Octavia Wealth Advisors is an SEC-registered multi-team firm managing over $2 billion for individuals, high-net-worth clients, trusts, businesses, retirement plans, and government entities. The firm uses customized portfolios primarily composed of low-cost ETFs and mutual funds while incorporating alternative investments and provides both discretionary and non-discretionary services.

Michael Ingram is a CFP® professional with over 22 years of industry experience, currently serving at Octavia Wealth Advisors LLC in San Diego, CA. He has worked at Purshe Kaplan Sterling Investments, Inc. and Axa Advisors, LLC, with 16 years at Axa and 6 years at his current firms. In addition to his advisory roles, Ingram is involved in insurance product implementation through Octavia Risk Management LLC and serves as a trustee for family trusts. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, and institutional entities. The firm offers customized investment management and financial planning services using proprietary models focused on low-cost ETFs and mutual funds, alongside alternative investments and structured products.

Kseniya Mendoza is a CFP® and Series 66 licensed financial advisor with seven years of industry experience. She is currently affiliated with Octavia Wealth Advisors LLC and Purshe Kaplan Sterling Investments Inc., where she serves as both an investment advisor representative and a registered representative. Mendoza has previously worked at firms including Equitable Advisors and Bourke Wealth Management, and she has experience managing insurance product implementation through Octavia Risk Management LLC. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts, businesses, retirement plans, institutions, and municipal entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, utilizing customized portfolios that include low-cost ETFs, mutual funds, individual securities, and alternative investments.

Kurt Volker is an investment advisor representative with Octavia Wealth Advisors LLC in San Diego, CA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Morgan Stanley Wealth Management and AXA Advisors. In addition to his advisory role, Volker is involved with Octavia Risk Management LLC, where he implements insurance products. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base including individuals, high-net-worth clients, trusts, businesses, and municipal entities. The firm uses proprietary models favoring low-cost ETFs, mutual funds, and individual securities, with a long-term investment approach complemented by alternative investments and specialized retirement plan advisory services.

Joshua Aldus is a financial advisor with Octavia Wealth Advisors LLC in San Diego, California, holding a Series 66 license and nine years of industry experience. He has worked at firms including AXA Advisors and Purshe Kaplan Sterling Investments. Outside of his advisory work, Aldus serves on the board of the California Society of Certified Public Accountants, organizing active lifestyle events, and participates in the charitable networking group San Diego Guys for Good. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and municipal entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, employing customized portfolios with low-cost ETFs, mutual funds, individual securities, and alternative investments.

Dana Mc Grath is a CFP® with 10 years of industry experience, currently serving at Octavia Wealth Advisors LLC. Prior to this, Mc Grath worked at Axa Advisors, LLC for five years. In addition to advisory duties, Mc Grath is involved with Octavia Risk Management LLC, focusing on the implementation of insurance products. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and trust and custody administration through partnerships, utilizing customized portfolios with a long-term investment approach.

Ryan Morse is a CFP® and Series 66 licensed advisor with 26 years of industry experience. He currently serves at Octavia Wealth Advisors LLC and has previously worked at Axa Advisors, LLC for 20 years. Outside of his advisory role, he acts as a Successor Trustee for an Immediate Family Trust and serves as President of Ryan C. Morse Financial, Inc. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and municipal entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory, using proprietary portfolio models that combine low-cost ETFs, mutual funds, and individual securities with alternative investments when appropriate.

Jordan Colman is a CFP® with 15 years of industry experience, currently serving at Octavia Wealth Advisors LLC in San Diego, CA. He has prior experience with Axa Advisors, LLC, where he worked for 10 years. Outside of his advisory roles, Colman is the CEO and owner of The Lone Wolves Investment Group, Inc. Octavia Wealth Advisors is a multi-team firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm uses customized portfolios with a focus on low-cost ETFs and mutual funds, complemented by alternative investments and structured products, while providing a range of advisory and trust administration services.

Xavier Mendoza Jr. is a financial advisor at Octavia Wealth Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and has worked with firms including Purshe Kaplan Sterling Investments Inc. and Equitable Advisors. In addition to advisory services, he is active as an insurance agent with Octavia Risk Management LLC. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for individuals, high-net-worth clients, institutions, and public entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, employing customized portfolios that combine low-cost ETFs, mutual funds, individual securities, and alternative investments.