One Degree Advisors, Inc.

Philip Reuer is a CFP® professional with one year of experience, currently serving as a financial advisor at One Degree Advisors, Inc. based in San Diego, CA. Prior to joining One Degree Advisors in 2022, he was involved with Kilo Weightlifting LLC and worked with Marine Corps Community Services. One Degree Advisors, Inc. provides personalized financial planning and discretionary investment management primarily for high-net-worth individuals, business owners, and corporations. The firm manages approximately $489 million in discretionary assets and employs an asset-allocation approach grounded in Modern Portfolio Theory, favoring institutional-style, low-cost mutual funds and ETFs.

Matthew Calcagno is a CFP® professional with four years of industry experience. He has worked at One Degree Advisors, Inc. since 2020 and previously held positions at LPL Financial, Torreycove Capital Partners LLC, and the Alameda County District Attorney's Office. One Degree Advisors, Inc. provides personalized financial planning and discretionary investment management primarily for high-net-worth individuals, business owners, and corporations. The firm manages approximately $489 million in discretionary assets and employs a diversified, model-based, asset-allocation approach utilizing institutional-style, low-cost mutual funds and ETFs.

Anthony Saffer is a CFP® and Series 66 licensed advisor with 26 years of industry experience. He has been with One Degree Advisors, Inc. since 2014 and previously worked at Securities America Inc. He serves on the board of Foothills Christian Church. One Degree Advisors, Inc. provides personalized financial planning and discretionary investment management primarily for high-net-worth individuals, business owners, and corporations, managing approximately $489 million in discretionary assets through a team of six advisors. The firm employs a model-based, asset-allocation approach using institutional-style, low-cost mutual funds and ETFs and generally acts with written discretionary authority for client account management.

Janice Thompson is a CFP® with 27 years of industry experience, currently serving as an advisor at One Degree Advisors, Inc. since 2014. She previously worked at Securities America, Inc. for 16 years. Thompson serves on the Board of Directors and as Secretary for Kingdom Advisors. One Degree Advisors, Inc. provides personalized financial planning and discretionary investment management primarily for high-net-worth individuals, business owners, and corporations. The firm employs a diversified, model-based asset allocation approach rooted in Modern Portfolio Theory and manages approximately $489 million in discretionary assets.

James Thomason is a CFP® with 42 years of industry experience, currently serving as an advisor at One Degree Advisors, Inc. since 2018. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for over two decades, and operated J.J. Thomason, Inc. for more than 40 years. Thomason serves on the board of the non-profit organization World Help. One Degree Advisors, Inc. offers personalized financial planning and discretionary investment management mainly for high-net-worth individuals, business owners, and corporations. The firm manages approximately $489 million in discretionary assets and utilizes a model-based, asset-allocation approach focused on institutional-style, low-cost mutual funds and ETFs.

Alexander Okugawa is a CFP® with seven years of industry experience and is currently an advisor at One Degree Advisors, Inc. He previously worked at Securities America, Inc. from 2018 to 2019. One Degree Advisors, Inc. provides personalized financial planning and discretionary investment management primarily for high-net-worth individuals, business owners, and corporations. The firm manages approximately $489 million in discretionary assets and employs a diversified, model-based portfolio approach grounded in Modern Portfolio Theory using primarily institutional-style, low-cost mutual funds and ETFs.