Kimberly An

After 15+ years as a financial planner working for high net worth families and successful business owners, I decided to follow my dream of starting my own firm, to serve people like myself: ambitious, increasingly complex life, and curious to examine my relationship to money. A true high-touch concierge service to go beyond the numbers by understanding what you want from life and what motivates you. We specialize working with AAPI and underserved communities, to undercover your money story to get a deeper meaning of your values and priorities.

Joshua is a Tenured Professor of Business who works with people across the country on their finances. He has over 20 years of financial services experience including as a credit union executive and a partner in an independent tech stock research firm during the late 90s. Joshua has been quoted in Forbes, Consumer Reports, CNBC, US News & World Report, and many other media. Joshua works with all types of people, but he does specialize in helping people navigate two of the great adventures in life: growing a business and building a family. Through comprehensive financial planning, he guides business owners, young professionals, and other clients toward living their great life, both now and in the future. From Joshua: ------------------ I believe financial planning should be a profession rather than an industry - that advisors should act more like doctors than car salesmen. When you go to a doctor, you expect the best diagnosis for your health, not to be sold a product. The same should be true of your financial planner. Before I began my journey to becoming a financial advisor, I wanted to make sure I would be entering a profession. Teaching is a profession because it is dedicated to improving the lives of the students, not enriching the professors. Sadly, what I saw in much of financial planning was an industry that created products and hired sales representatives to push the products. But I also saw a noble version of financial planning as a service profession where a trusted advisor helped guide clients toward their life goals. I take an integrated approach that considers your entire financial picture. Planning goes beyond investments and retirement to incorporate cash flow analysis, tax planning, risk management, business advising, career development, debt management, estate planning, and more. I view money as a tool to help you achieve your great life, both now and in the future. I begin by understanding your life goals and then develop your plan to help you achieve them. Every plan and every recommendation is designed with one goal in mind: to get you to your goals.

Alex Basmadjian is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, Alex focuses on building relationships with clients and creating customized financial plans to help them achieve their personal and financial goals. Areas of expertise include investments, retirement planning, income planning, and tax-efficient investing strategies. Alex has held various positions at Fidelity Investments, including Portfolio Specialist and Investment Management Consultant (2022-2023), as well as Investment Solutions Representative (2021-2022). Prior to joining Fidelity, Alex worked as a Relationship Manager at Bank of America from 2020 to 2021 and served as Vice President and Client Services Manager at Community Bank between 2016 and 2018. Alex holds a California Insurance License. Outside of work, Alex enjoys attending concerts, participating in family activities, listening to music, reading, and traveling.

Michael Hulley is a Senior Vice President and the Senior Resident Director with Merrill in Brea, California. In his role, he works closely with multiple generations of client families, assisting them in making informed decisions to manage their wealth with greater purpose. He builds enduring relationships by guiding clients through significant life events, career changes, and retirement transitions. With over 30 years of experience at Merrill and prior experience at UBS, Michael brings extensive knowledge in areas such as integrated planning, tax-sensitive investing, wealth transfer, savings, cash flow management, and business succession planning. Michael holds a Bachelor’s degree in Finance and Investing from the University of Southern California and has served in leadership roles as Resident Director since 1991. He also holds the Personal Investment Advisor (PIA) designation. Beyond his advisory responsibilities, he mentors and supports a team of advisors and associates, promoting best practices and leveraging technology to enhance client service. Michael’s approach emphasizes problem-solving and attentive listening, aiming to provide clients with reassurance and clarity around complex financial matters. Outside of his professional life, Michael is involved in community organizations including Second Harvest food bank and the Salvation Army. He enjoys spending time with his family and friends, traveling, following a variety of sports, and is a Disney enthusiast.

Kyle Ergas is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies that align with their unique goals and priorities. Kyle’s approach is centered on understanding what matters most to each individual and family, allowing him to provide tailored guidance on wealth planning and investment management. His expertise includes a broad range of financial services such as general investing, retirement planning, and preparing for unexpected expenses. Kyle holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor’s degree from San Jose State University.

Marshall Conrad is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He began his career at Fidelity Investments in 2020 and has held various roles including Relationship Manager and Investment Consultant. Marshall's approach centers on building trust-based relationships with his clients by understanding their unique financial goals and providing advice tailored to their situations. He is committed to delivering service that helps clients navigate financial and life events with confidence. He holds a California Insurance License. Outside of his professional work, Marshall has interests in comedy, fitness, golf, surfing, traveling, and volunteering.