Advisor at Hermosa Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hermosa Wealth Management
Location
Hermosa Beach, CA 90254
Credentials
Series 63, Series 65
Industry experience
11 years
Roger Dasilva is a financial advisor at Hermosa Wealth Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including United First Partners LLC and MML Investors Services. Outside of his advisory role, he owns a tax preparation business, Realm Business and Tax Advisory, based in Hermosa Beach, CA. Hermosa Wealth Management provides discretionary asset management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $24.5 million in client assets and offers goal-driven advisory work informed by fundamental and technical analysis, with recent additions including alternative investments and the use of sub-advisors.
Based on Hermosa Wealth Management
Based on Hermosa Wealth Management
$0 - $500,000: 1.50% $500,000.01 - $1,000,000: 1.25% $1,000,000.01 - $2,000,000: 1.00% $2,000,000.01 - $4,000,000: 0.95% $4,000,000.01 - $5,000,000: 0.85% $5,000,000.01+: 0.75%
Financial Planning Services at $250 per hour, negotiable
Fee-only: Financial planning charged at $250 per hour, negotiable
2447 Pacific Coast Highway, 2 Nd Floor
Hermosa Beach, CA 90254
California
Hermosa Inc. dba Hermosa Wealth Management
2025 - Present (1 year)
Realm Business and Tax Advisory
2023 - Present (3 years)
United First Partners LLC
2017 - 2019 (2 years)
MML Investors Services
2015 - 2017 (2 years)
Realm Startup Advisory
2015 - 2023 (8 years)
Lenox Advisors Inc
2015 - 2017 (2 years)
Mass Mutual Life Insurance Company
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Long Beach, CA
Linda A. Walker, CFP
CFP®, Series 66
Playa Del Rey, CA
Pashman Financial LLC
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
CFP®, Series 63
Rancho Palos Verdes, CA
Reeves, James, Townsend
CFP®, Series 66
Santa Monica, CA
Guttman Financial Planning
CFP®, RICP®, EA
Hawthorne, CA
Otium Advisory Group, LLC
I’m John C. Pak, a Certified Financial Planner™ and founder of Otium Advisory Group. My mission is to help time-starved professionals—those who barely have time for lunch—cut through the noise and finally feel confident about their financial future. With a clear, no-fluff approach to retirement readiness, I create simple, effective strategies designed to fit real life—not a textbook. I believe financial planning shouldn’t feel like a second job, so I focus on what matters most, eliminating the jargon and complexity that gets in the way. Aside from my life-long devotion to personal finance, my other passion point is teaching. I've been presenting retirement literacy courses at select Southern California Universities since 2014. I believe… - If you are open to the idea of prioritizing, organizing, and purging, you will save time and money. - If you change the way you see things, you will change the way you do things. - If you find someone to go along with you on your financial journey, you will have more success. Take advantage of the complimentary consultation. I look forward to sharing my vision of how we can get you to the finish line.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")