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!

I was originally born in Toronto, Canada and my family moved to Los Angeles in 2009 during the recession. Within the first year of our move, my parents let my sister and I know that we might have to move back due to financial troubles. Fortunately we were able to make things work, but that sparked my interest in personal finance and I began learning about budgeting and investing. I was able to get my Bachelor's degree from CSUN in 2018 and have been working in the financial services industry for about 7 years. My experience ranges from helping young professionals who are just starting out on their journey to those who have put their work in and are looking to enjoy their retirement. I am a CFP professional as well as a notary public. In my spare time, I enjoy reading, being active and spending time with friends & family. I have always enjoyed playing sports, especially winter sports such as hockey and skiing (Would I be a true Canadian if I didn’t?) Even though I have lived in Los Angeles for over 15 years, my sports loyalty still lies with my teams in Toronto, and I hope to see the Maple Leafs win a Stanley Cup in my lifetime the same way I got to watch the Raptors win their first NBA championship back in 2019.

I was born and raised in the San Fernando Valley in LA. I spent a few years away while at San Diego State University. After graduating, I spent nearly nine months in Israel working odd jobs and enjoying time with my friends and family. I came back to LA in 2014 where I got my first "real" job at a large insurance and investment firm. I got licensed as a financial advisor in 2015, which allowed me to focus full time on financial planning and investment management. I earned my CFP® certification in 2017, and soon after in 2018, I decided it was time to start my own firm. I wanted to leave the whole corporate structure behind and work with the clients who I wanted to work with. I was tired of various sales quotas and metrics. I knew I could offer better and completely unbiased service by having my own firm. Let's connect so I can now learn more about you!

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/

Hi, I’m Brian, Founder and Financial Planner at Safe Landing Financial. I started Safe Landing Financial to serve as a one-stop, fee-only financial planning firm for tech professionals who want to plan for a work optional future. I believe you deserve advice from a fiduciary who puts your best interests first. The name Safe Landing Financial was inspired by my love of travel, the idea of reaching your financial destination safely, and a desire to help others navigate complex financial decisions. With more than a decade of experience in financial planning and investment management, I’ve seen how disconnected saving, investing, tax planning, retirement, insurance, and estate planning can feel without thoughtful coordination. My goal is to bring those pieces together into a clear, actionable strategy that helps you move forward with confidence. Many of the people I work with are employed at large technology companies like Dell Technologies. They’re often facing complex decisions around RSUs, 401(k)s, deferred compensation, and planning for a work optional future. Here are a few common questions I help clients work through: • How do I handle equity compensation and bonuses without getting crushed by taxes? • Am I taking advantage of the advanced planning opportunities available to me? • How do I balance enjoying life now with saving tax-efficiently for the future? Here’s what you can expect when we work together: • Confidence: Gain clarity on your full financial picture. My planning process ensures you’re on track and fully understand where you stand. • Expertise: I make complex financial decisions easier to understand and take action. I specialize in guiding high-earning tech executives through their financial journey. • Customization: Your plan evolves with your life, not a cookie-cutter approach. I help connect the dots from where you are today to where you want to be. When I’m not working on financial plans or managing portfolios, I’m usually traveling with my wife and our 5-pound Maltipoo, Lorelei, searching for the best barbecue or a fresh ocean breeze. If you're a tech professional ready to take control of your finances and plan for a work optional future, I’d love to hear your story.

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.

David Frank is the financial planner for therapists and founder of Turning Point Planning. He helps therapists organize, optimize and protect all their financial resources, including their practice. He provides the confidence your finances are on track, so you can focus your time and energy on what matters most. But don't let his love of the tax code and spreadsheets scare you off! You're just as likely to find him with his nose buried in one of Pema Chödrön's books as reading up on the latest financial planning techniques.

Matthew Spring is a Senior Financial Advisor at Merrill Lynch Wealth Management. He oversees and manages the financial affairs of high net worth families, corporate executives, and select institutions in Los Angeles and throughout the country. Matthew develops personalized, integrated strategies tailored to his clients’ financial goals, helping them navigate short-term needs and accumulate wealth over the long term. Since joining Merrill Lynch Wealth Management in 2013, Matthew has worked closely with clients to address a range of financial concerns, including college education planning, retirement security, wealth transfer, and business founding. He leverages resources from Merrill Lynch and Bank of America to provide comprehensive services such as wealth forecasting, financial modeling, retirement planning, trust services, and portfolio-based lending. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Matthew earned a Master’s Degree from the Thunderbird School of Global Management and a Bachelor’s Degree in History from the University of California, Los Angeles. He also participates in community volunteering and has personal interests that include cooking, golfing, reading, running, and surfing.

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.

Perry Richards is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management in Beverly Hills, California. He leads Richards, McMahon, Power & Associates, a six-person team that provides a wide range of wealth management strategies and investment services to individuals, families, and business owners. Perry and his team focus on delivering holistic financial oversight, helping clients manage their wealth, maintain their lifestyle, and plan for legacy, while collaborating with clients’ other trusted advisors to provide professional and objective guidance. Perry began his career at Merrill Lynch Wealth Management in 1991 and has held several leadership roles, including District Sales Manager and Director in offices located in Greenwich, CT, Century City, CA, and Beverly Hills, CA. He is a qualified Portfolio Manager specializing in discretionary management of personalized or defined investment strategies, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party strategies. His client focus areas include college education planning, family wealth management, legacy planning, tax minimization, and services for corporate executives and non-profit organizations. Perry earned a Bachelor of Arts degree in Finance from Michigan State University in 1989 and holds the Certified Investment Management Analyst® designation awarded by the Investments & Wealth Institute in conjunction with The Wharton School. Residing in Pacific Palisades, California, Perry lives with his wife Kerrie and their two daughters. Outside of his professional commitments, he enjoys golf, surfing, biking in the Santa Monica Mountains, yoga, and spending time with his family. Perry and Kerrie are also active in community service, volunteering their time to support Adams House, a shelter for battered women and children in Los Angeles.