Christopher Stroup

You deserve to feel financially empowered. The problem can be that you feel overwhelmed, overlooked or underserved in your financial lives. Terri understands. It’s why she has taken all her experience over a quarter-century of bull and bear markets managing billions of dollars for hundreds of people to create Zuma Wealth. Zuma Wealth is a firm by women for women. We’ve busted the myth that women aren’t interested in money and wealth topics. Many women thirst for knowledge and continuously seek out opportunities to grow and learn in many areas. Terri understands! Terri’s clients recognize the value of a trustworthy partner and seek her out because she offers support, understanding and an attentive ear. Importantly, she provides tailored advice and guidance so clients achieve their unique aspirations, never the one-size-fits-all that defines the industry. A renowned expert, Terri is a regular guest on CNBC and Bloomberg, and a sought-after industry speaker. She has been interviewed and quoted in hundreds of publications and lauded for making complex concepts simple. Her real world expertise is rooted in a suite of top financial credentials: the CFA charter, the CFP® certification, an MBA in Finance from Columbia University and an AB in Economics with Honors from the University of Michigan. Terri started investing when her father introduced her to the concept of compound interest and she learned she could make money in her sleep.

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.

I’m Melissa, founder of Fidela Wealth. I hold CFP® and CIMA® designations, and I’ve spent the last 13 years guiding clients through high-stakes financial transitions with precision and care. At Fidela, I work with: -Families navigating legacy planning, education funding, long-term care, or supporting loved ones with special needs. -Business owners seeking tax efficiency, transition planning, or coordinated advice across teams. -Entertainment professionals managing income variability, loan-out entities, pension structures, and privacy concerns. My job is to bring order to complexity, no jargon, no confusion. Just clear, personalized advice and disciplined financial strategy. I don’t sell products, and I don’t take shortcuts. As a fiduciary, I work exclusively in your best interest. If you’re facing a turning point or simply want to feel more confident about your financial future, I’m here to help you move forward with clarity and integrity.

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.

Progressive Values, Progressive Planning. Together. Modern Assets helps progressives align their wealth with their deepest values. With impactful investing, straightforward fiduciary guidance, and a transparent, empathetic approach, we ensure your wealth mirrors your beliefs. We offer personalized fee-only financial planning and investment management services that empower you to navigate the complexities of wealth while making a positive impact on the world. Our commitment to an inclusive, holistic approach ensures stewardship that goes beyond the numbers. We ensure your finances echo your values, not just trends. Join us on a financial journey of purpose and passion, where your money does good and feels right, always.

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!