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.

Recalibrating Wealth is a fee-only Registered Investment Advisor based in Orange County, CA, serving clients both locally and virtually. We provide comprehensive financial planning and investment management for thoughtful, busy mid-career professionals and families who feel stretched thin by the growing complexity of their financial lives. Whether you're establishing your financial foundation, preparing for major milestones, or navigating big career or life changes, our collaborative life-centered financial planning approach is designed to align your money with what matters most to you so that you can live more, worry less, and plan for your future with confidence. There are two ways for us to work together: - "Financial check-up" - a 3-4 month financial planning deep-dive designed to organize finances, clarify goals, and create a clear, actionable roadmap for the years ahead. Ideal for DIYers and those earlier on in their wealth building journey. - Ongoing Support - Ongoing comprehensive financial planning, tax planning, and investment management for those seeking a long-term partnership with a trusted financial professional.

Tony T. Chan, CFP®, EA, was born in Hong Kong, China, and immigrated with his family to San Francisco, California, at the age of eight. After high school, he served six years in the Army Reserve as an Automatic Logistic Specialist. Following his acceptance into the ROTC program at California State University, Fullerton, Tony relocated to Orange County to continue his education. While balancing school and four part-time jobs, he recognized the value of personal financial planning and began attending the Financial Planning Association's quarterly meetings, where he first learned about the CFP® designation. Upon earning a Bachelor's Degree in Finance and a minor in Military Science from California State University, Fullerton, and receiving his commission through the university’s Army ROTC, Tony set his sights on becoming a Certified Financial Planner™ practitioner. He first obtained the Registered Paraplanner (SM) designation through the College of Financial Planning before achieving his goal. Today, Tony serves as a Fee-Only Financial Planner & Investment Adviser and holds the rank of 1st Lieutenant with the U.S. Army Reserve 326th Financial Management Center. With over fifteen years of experience in financial planning and tax services, Tony brings extensive expertise in advising clients across various income levels on comprehensive retirement plans, portfolio analysis, tax planning, debt and risk management, and estate planning. He is an active member of the Orange County Financial Planning Association and the National Association of Personal Financial Advisors. Tony has been honored with multiple awards and was a nominee for both the 2016 class of InvestmentNews 40 Under 40 and the 2018 class of CPA Practice Advisor 40 Under 40.

After spending 16 years working for global wealth management firms, I joined Mike Silane as a partner at 21 West Wealth Management in 2020. Our clients are all affluent individuals who have come into substantial wealth—sometimes suddenly, unexpectedly, or without a clear strategy for managing it. Many are business owners, inheritors, or those navigating major financial transitions, such as divorce. Our role is to help them protect, grow, and ultimately share their wealth in a way that aligns with their long-term goals and values. We approach our work with a deep sense of duty, care, and respect, treating our clients like family. Our culture is built on trust and long-term relationships, ensuring that we are there to support and guide you at every stage. Through advanced financial planning and disciplined investment strategies, we provide prudent, thoughtful guidance designed to create lasting financial security and peace of mind.

Hidi Schuyler is the Vice President and Branch Leader at Fidelity Investments, where she currently leads a team of financial associates focused on developing customized wealth strategies and fostering long-term client relationships. Since joining Fidelity Investments in 2005, she has held various roles including Regional Planning Consultant, Managed Solutions Consultant, Portfolio Specialist, Assigned Relationship Manager, Self Directed Brokerage Associate, and Fidelity Service Associate. Her career in financial services spans over a decade and a half, with prior experience as an Associate and Trainer at Discovercard from 1996 to 2005. Hidi holds a California Insurance License, supporting her work in financial planning and client service. Outside of her professional responsibilities, Hidi has interests in art, cooking and baking, fitness, social events with friends, hiking, and music.

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.

Michael Hulley is a Senior Vice President and the Senior Resident Director with Merrill in Brea, California. In his role, he works closely with multiple generations of client families, assisting them in making informed decisions to manage their wealth with greater purpose. He builds enduring relationships by guiding clients through significant life events, career changes, and retirement transitions. With over 30 years of experience at Merrill and prior experience at UBS, Michael brings extensive knowledge in areas such as integrated planning, tax-sensitive investing, wealth transfer, savings, cash flow management, and business succession planning. Michael holds a Bachelor’s degree in Finance and Investing from the University of Southern California and has served in leadership roles as Resident Director since 1991. He also holds the Personal Investment Advisor (PIA) designation. Beyond his advisory responsibilities, he mentors and supports a team of advisors and associates, promoting best practices and leveraging technology to enhance client service. Michael’s approach emphasizes problem-solving and attentive listening, aiming to provide clients with reassurance and clarity around complex financial matters. Outside of his professional life, Michael is involved in community organizations including Second Harvest food bank and the Salvation Army. He enjoys spending time with his family and friends, traveling, following a variety of sports, and is a Disney enthusiast.

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.

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.

Christopher Elkin is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He began his career with Fidelity in 2008, progressing through roles including Financial Representative, Investment Representative, and Financial Consultant. His professional focus is on building strong client relationships and collaboratively developing financial plans that are regularly reviewed and tailored to meet client goals. Christopher's approach centers on proactive service and being a primary resource for his clients' financial planning needs. He holds a California Insurance License, supporting his work in financial consulting. His dedication to following financial markets enables him to serve clients effectively, regardless of their experience level.