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!

Hello, I’m Gabbi and I help teachers in WA and CA make smart decisions with their money. As a former teacher, I first got into personal finance because I knew I didn’t have a lot of extra money to mess around with. I wanted to put my dollars to work just as hard as I was. While I love teaching and miss my students, I knew I had to help other teachers and people like me figure this out, so I switched careers into finance. As a Certified Financial Planner™ (CFP®), Accredited Financial Counselor (AFC®) and Trauma of Money Certified Practitioner, I believe in taking a holistic approach to your money. We always start the financial planning process by talking about your values so that we can build your financial plan around them to reach your financial goals. We’ll work together to find a good balance between living well now and saving for the future-you. I completed my teaching credential, Master’s in Education, and Bachelor’s in International Relations from UC Davis. When I’m not reading personal finance books or working with clients, I spend my time rock climbing, hula dancing, and learning Spanish.

Mana FLD offers professional financial advice that empowers you to protect and celebrate your hard earned money. We start with our clients' hopes and dreams: getting an intimate view of their values, attitudes, and feelings towards money and its connection to lifestyle. Next comes smart planning: as we work one-on-one with each client to learn your finances inside and out, resulting in deep knowledge sharing, and ongoing support capable of shifting attitudes and building wealth. The outcome is freedom through partnership: our clients are supported to grow, develop and stand strong through life’s transitions, as we build new strategies for self-awareness and personal identity. Throughout the journey, we help turn clients' dreams and goals into reality.

Collin Saydah is a Financial Services Advisor (FSA) with Merrill Lynch Wealth Management. He focuses on connecting clients to the people, plans, and processes that align with their individual ambitions and financial goals. Collin works with clients to address objectives such as funding education, preparing for retirement and potential health care expenses, and developing personalized long-term financial strategies. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Washington. Collin’s approach emphasizes understanding clients’ personal perspectives and priorities to create clear and transparent financial plans aimed at helping them manage their wealth effectively.

Raymond Conboy is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been serving clients since 1998, beginning his career at Prudential Securities before joining Banc of America Investments in 2003, where he continues to provide financial advisory services. Raymond works with wealthy families, business owners, businesses, and non-profit organizations, assisting them in recognizing, understanding, and realizing their priorities and goals. His expertise encompasses areas such as divorce transition planning, services for endowments, foundations, and non-profits, investment consulting for defined contribution and benefit plans, LGBT wealth planning, liquidity management, philanthropic planning, socially responsible and ESG investing, and tax minimization. Raymond aims to preserve and grow his clients' assets leveraging the broad financial capabilities of Merrill alongside the banking services of Bank of America. Raymond earned an Associate's Degree from Galway Mayo Institute of Technology and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Originally from Ireland, he moved to the United States in his early twenties. Outside of work, Raymond engages in hiking, triathlons, open water swimming, music, refereeing soccer, and spending time with his family. He also volunteers with organizations in his community, reflecting his commitment to community involvement.

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.

Faran Shaker is a Financial Advisor at Merrill Lynch Wealth Management, where he collaborates with a wealth management team to build long-term financial relationships based on trust and transparency. He engages in open dialogue with clients to understand their unique financial goals and develops comprehensive plans tailored to their best interests. Faran's client focus areas include college education planning, services for endowments, foundations, and non-profits, managing new wealth, and personal retirement planning. He holds a Bachelor's degree from the University of Wisconsin-Madison and a Juris Doctorate degree from the University of Wisconsin Law School. Faran has earned several professional designations including Chartered Retirement Planning Counselor™ (CRPC™), Accredited Wealth Management Advisor™ (AWMA™), Certified Plan Fiduciary Advisor (CPFA), and Personal Investment Advisor (PIA). He is fluent in Persian and English. Faran has served as the Bank of America Community Volunteer Champion for Central Los Angeles in 2021 and 2022. His personal interests include running, tennis, and writing. He emphasizes connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. In his current role, he does not provide legal advice.

Daniel Valenzuela is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 2010. He advises high net worth clients and business owners on wealth accumulation, preservation, and transfer, developing individually customized wealth management strategies that consider clients’ risk tolerance, time horizon, liquidity needs, and investment goals. Daniel leads a team that supports portfolio development, retirement and estate planning, tax minimization, liability management, and asset preservation, providing a comprehensive approach to client financial needs. Daniel holds a bachelor's degree from the University of Southern California's Marshall School of Business and has earned multiple professional designations, including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He takes time to understand each client’s unique objectives to recommend strategies that utilize the resources and capabilities available through Merrill Lynch Wealth Management and approved third-party managers. Born and raised in Southern California, Daniel currently resides in Monrovia, CA. Outside of his professional role, his personal interests include adventure sports, basketball, camping, cooking, golfing, horseback riding, soccer, surfing, traveling, and spending time with his family.

Lope Choa is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he works directly with clients to develop personalized financial strategies that align with their long-term goals. His approach involves a comprehensive understanding of each client’s full financial picture, and he utilizes resources from Merrill and Bank of America to provide investment insights as well as banking and lending solutions. Choa’s areas of expertise include portfolio management services, individual and corporate investment strategies, and retirement income planning. He holds a Bachelor’s Degree from the University of Florida and maintains professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Committed to community involvement, Choa participates in local volunteer organizations and integrates this service-oriented philosophy into his client relationships. Outside of work, he enjoys baseball, biking, and golfing.

Vivian Lo is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2020. She has worked in the financial services industry since 2008, with prior roles including Financial Advisor at Merrill Lynch from 2014 to 2020 and Financial Planner at the Royal Bank of Canada from 2008 to 2013. Vivian focuses on building trusting client relationships and sharing key financial planning concepts. She assists clients in managing changes and provides ongoing guidance to develop personalized financial plans. She holds a California Insurance License.