After 15+ years as a financial planner working for high net worth families and successful business owners, I decided to follow my dream of starting my own firm, to serve people like myself: ambitious, increasingly complex life, and curious to examine my relationship to money. A true high-touch concierge service to go beyond the numbers by understanding what you want from life and what motivates you. We specialize working with AAPI and underserved communities, to undercover your money story to get a deeper meaning of your values and priorities.

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.

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.

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.

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.

Frode Teigen is a Financial Advisor with the Ma Teigen Group at Merrill Lynch Wealth Management. In this role, he contributes to client success by applying his analytical skills and expertise in data analysis to design customized wealth management plans. He focuses on gathering relevant data, modeling scenarios, clarifying client priorities, and identifying actionable steps to help clients visualize and achieve their long-term financial goals. Before joining Merrill in 2021, Frode worked for decades in the information technology sector and was involved as a venture capital investor in tech start-ups. He holds a Master of Science degree (M.Sc.) from the Norwegian University of Science and Technology. Frode also serves as a team leader within the Ma Teigen Group by overseeing operations, enabling team members to maintain close client relationships while fostering a high-touch service culture. Frode is a Personal Investment Advisor (PIA) and communicates fluently in English, Norwegian, Swedish, and French. Outside of his professional commitments, he enjoys spending time with his family, exploring hiking trails in Pasadena, California, and traveling.

Kyle Ergas is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies that align with their unique goals and priorities. Kyle’s approach is centered on understanding what matters most to each individual and family, allowing him to provide tailored guidance on wealth planning and investment management. His expertise includes a broad range of financial services such as general investing, retirement planning, and preparing for unexpected expenses. Kyle holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor’s degree from San Jose State University.

Julio Gonzalez is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Financial Consultant at Fidelity Investments from 2022 to 2025. He began his financial services career at Merrill Lynch, where he was a Financial Wellness Specialist from 2015 to 2022, and before that, a Financial Solutions Advisor at Merrill Edge from 2012 to 2015. Julio holds a California Insurance License, supporting his work in developing customized financial plans and strategies tailored to both short- and long-term client goals. His approach emphasizes building strong business relationships to positively impact clients' financial futures. Outside of his professional work, Julio enjoys board games, fitness, hiking, movies, puzzles, and parenthood.

Katrina Ren is a Financial Advisor with Merrill Lynch Wealth Management, based in the Pasadena office. She focuses on serving clients such as retiring executives, business owners, and employees with concentrated stock positions, addressing their complex financial needs while balancing professional and personal goals. Katrina partners closely with clients’ attorneys, CPAs, and other key advisors to develop tailored wealth management strategies that reflect the client’s overall financial picture. Katrina holds a Bachelor's Degree from the University of California San Diego and maintains FINRA registrations including the SIE, Series 7, and Series 66. She also holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her expertise encompasses areas such as education planning, executive compensation, equity compensation services, legacy planning, retirement income, and socially responsible investing. In addition to her professional work, Katrina is actively involved in community and professional organizations, including serving as President of the San Gabriel Wine and Dine Toastmasters and mentoring through the UCSD Tritons Alumni Network. She is also a committee member for the Bank of America Asian Leadership Network Leader Development Program. Born in Southern China and educated in California, Katrina’s background includes volunteer work abroad in Central Mexico. She speaks both Chinese and English and has interests in biking, chess, cooking, golfing, hiking, photography, reading, skiing, table tennis, and traveling.

Sinahy Luna is a Financial Consultant at Fidelity Investments, a role she has held since 2021. She works closely with clients and families to help them achieve their financial goals, providing access to a trusted brand and a variety of investment and planning tools. Her professional experience includes positions as an Investment Consultant at Fidelity Investments from 2019 to 2021, AVP and Financial Solutions Advisor at Merrill Lynch from 2014 to 2019, and Financial Advisor at JP Morgan Securities from 2012 to 2014. She holds a California Insurance License.