Marie Thomasson

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.

At Silicon Beach Financial, we believe in the transformative power of your wealth. We’re more than just a financial guide—we’re your dedicated partner in realizing ambitious dreams and shaping the future. Our mission is to support visionary entrepreneurs and innovators who are driven to make a significant impact on the world. Our approach is deeply rooted in collaboration and partnership. We start by understanding your unique vision and then craft a comprehensive financial plan that aligns with your goals. Whether it’s managing investments to secure both short-term needs and long-term opportunities, or navigating the complexities of tax planning to maximize your wealth, we’re here to ensure you’re always ahead of the curve. We’re passionate about empowering individuals who are not only driven by financial success but also by a desire to create meaningful change. Our values—organization, accountability, objectivity, proactivity, education, and partnership—define how we work with you. We bring order to your financial life, help you make informed decisions, and anticipate life’s transitions with proactive strategies. Founded by Christopher Stroup, a recognized LGBTQ+ leader in financial planning, Silicon Beach Financial was created specifically for those who dare to dream big and make a difference. If you’re ready to transform your financial future and leave a lasting impact, let’s partner to turn your vision into reality. With us, your wealth isn’t just about accumulation; it’s about making a difference in the world.

Charley Edson founded Wealth Being Advisors with a simple yet powerful belief: true wealth isn’t just financial, it’s the alignment of your money, your health, and your purpose. As a CERTIFIED FINANCIAL PLANNER™, Charley combines deep technical expertise with a human-first approach to help busy professionals gain clarity, confidence, and calm across all areas of their financial lives. Whether it’s building a strong investment strategy, creating financial freedom through automation, or improving day-to-day decision-making, Charley’s work centers around helping clients live intentionally—on their terms. After nearly a decade in traditional wealth management, including managing over $250 million in client assets, Charley realized that most firms were missing the bigger picture. That insight led to the creation of Wealth Being Advisors: a firm that helps clients connect the dots between financial health, mental well-being, and physical vitality. With a coaching mindset and a passion for helping others grow, Charley partners with his clients to create personalized plans that align their values with their goals. Outside the office, you’ll find Charley playing hockey, spiking volleyballs on the beach, or enjoying the Southern California sun with his fiancée, Daniela. He’s deeply committed to his own growth whether through strength training, guitar, or mindfulness practices, which reflect his belief that lasting wealth is about more than numbers. It’s about showing up fully in life. At Wealth Being Advisors, that’s exactly what he helps his clients do.

Hi, I’m Larry Koeppel, founder of Digital Wealth. We work with busy tech professionals who are serious about saving and want to work toward achieving their biggest financial goals. We collaborate with our clients, and help to hold them accountable as they maximize their fullest financial potential, and live their ideal life! The name Digital Wealth has a dual meaning: First, the firm works mainly with the Digital LA community. Second, the firm utilizes leading-edge digital tools to provide a frictionless, high-level of financial planning and investment management. Digital Wealth is virtual in nature which enables us to assist in the State of California and in other jurisdictions where exempted. Although we are focused on Silicon Beach we are able to work with clients in other tech communities such as Silicon Valley, Seattle, Portland, Boulder, Denver, Salt Lake City, Austin, New York, Chicago, Washington D.C., Research Triangle, etc. Our goal is to help you start building your wealth, and improve your money habits now so that you can start building an exceptional financial future. To learn more please visit the Digital Wealth website at https://digitalwealth.la and then schedule an introductory meeting at https://calendly.com/digitalwealth. I look forward to meeting you!

Founder of DIWY Financial Planning (DIWYFP), an advice-only Registered Investment Advisor (RIA) offering hourly financial planning to help clients make clear, confident decisions. After more than two decades of experience at firms including JPMorgan Chase, Morgan Stanley, Bloomberg, and HSBC, I launched DIWYFP in 2025 to help make professional financial planning more accessible to anyone seeking objective guidance, without a requirement to move assets or meet minimums. With DIWYFP you can plan for yourself—not by yourself™ using a “do-it-with-you” approach that emphasizes collaboration, education, empowerment, and transparency. I am a first-generation American, born in Brooklyn, NY, to parents who immigrated from Central America and the Caribbean. In 1999, I relocated to California with my wife and two children and now split time between California, New York, Florida, and Nevada. I earned a BS in Electrical Engineering from Syracuse University and an MBA in Finance from Long Island University. Outside of work, I enjoy spending time with family and friends, travel, astronomy, cycling, mentoring, and civic engagement. I am also drawn to wind-powered activities, including paragliding and sailing small boats.

Hi, I'm Ben. I help families optimize their finances through tax-focused planning and investment management. Learn more or book a call here: https://www.lindywealth.com/