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.

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.

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.

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! My name is Billy (he/him), owner of Billfold Budget Counseling. I provide accessible financial advice for folks who want to see (or even make) significant, progressive change in our world. My goal is to help you tackle your financial challenges, so you can focus on making the world a more compassionate, diverse, and understanding place. I believe that money is not a natural thing. Be it overspending, living paycheck to paycheck, or a low credit score…these money mishaps are actually quite common. Because of this, I feel that there’s no shame in not understanding personal finance. Heck, when I was studying accounting as an undergrad, I managed to get in over my head with credit card debt. A situation due to a lack of personal finance knowledge. But this overwhelming burden would weigh on my every action, and my not-so-wise decision to ignore the problem only made it worse. I was eventually able to pay off my debt through sheer chance (and lots of part-time work), but I never wanted to feel that level of anxiety again. However, what was bad for me is often worse for others. In this country, there are haves and have-nots, and money has historically been hoarded by haves: rich, white, powerful men. As a privileged white male, I had the opportunities that lead me to eventually being debt-free. I could see how my challenges were relatively small compared to the structural issues that other folks face. So, I’ve made it my mission to not only provide financial planning, education, and coaching but to have my advice be as accessible as possible. Especially to those who have had dealt with money hardships, but still want to give back to their communities. That way, you can focus on your mission to make the world a compassionate, diverse, and understanding place. So if you’re ready to enlist help to tackle your financial burdens (without cliché, condescending advice like “eat less avocado toast” or “don’t buy lattes”), please reach out for a complimentary consultation. https://calendly.com/billfoldbudget/initialconsultation

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.

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 Eric Amzalag CFP®, founder of Peak Financial Planning. I work with individuals and couples nationwide to help you navigate the Retirement Risk Zone. We build models that help you optimize your retirement income, create spending flexibility in retirement, and help you understand your financial weaknesses. We’d love for you to consider our Fee Only Fiduciary CFP® Professional team for the following reasons: - We will help you document your financial wishes and goals. - We can help you create a reliable retirement income stream that you understand, and that will outlive YOU. - We can help you pay the government less so that you have more money to spend on the things you care about - We can help you craft an investment strategy that you UNDERSTAND and lets you sleep well at night knowing you’ll be taken care of. Please visit our website to get a feel for how we work with clients - www.thepeakfp.com You can also watch hundreds of hours of free retirement guides on our youtube channel at www.youtube.com/@thepeakfp

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.