A complete list of active advisors currently associated with Outflyers LLC

Warmer can help you find a great advisor at Outflyers LLC or one who fits your needs even better.

Outflyers LLC provides discretionary asset management and financial planning and consulting to individuals, high‑net‑worth clients, charitable organizations, and business entities. In addition to portfolio management, the firm publishes educational periodicals and newsletters intended for the public. The firm tailors investment strategies to each client’s goals, time horizon, and risk tolerance, drawing on fundamental and cyclical analysis and using approaches that may include long‑term purchases and options writing; accounts are generally managed on a discretionary basis with periodic (typically quarterly) reviews and portfolio monitoring. Clients may impose written investment restrictions and the firm documents objectives and rebalancing targets in client files. Distinctive aspects include the firm’s combination of an asset‑management practice with an hourly‑billed financial planning service and its public educational publications—features that are uncommon among peers in this category. The firm’s controlling member maintains an outside product‑management role at a technology company (disclosed in the brochure) and, at the time of filing, reported no client assets under management.

To learn more about the advisors currently working at Outflyers LLC, 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
Dana Soltani	Orinda, CA	7

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