Abacus Wealth Partners

Brenda Chatman is a financial advisor at Abacus Wealth Partners in Santa Monica, CA, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Abacus Wealth Partners since 2014. Abacus Wealth Partners serves individuals, families, charitable organizations, and business entities with financial planning, consulting, and investment management services. The firm employs a passive-oriented, asset-class investment approach with fundamental manager analysis and ESG screening, and it offers additional services including held-away account management and cash management solutions.

Daria Victorov is a CFP® affiliated with Abacus Wealth Partners in San Francisco, CA, with nine years of industry experience. She has been with Abacus Wealth Partners since 2016, following a one-year tenure at BlueSky Wealth Advisors. Abacus Wealth Partners serves a diverse client base including individuals, families, pension plans, trusts, and charitable organizations. The firm employs a passive-oriented, asset-class investment strategy with ESG screening options, and sponsors the Align Impact private fund, which it co-manages and offers to qualified investors.

Elizabeth Boehne is a CFP®-certified financial advisor at Abacus Wealth Partners with two years of industry experience. She previously worked at Woodward Financial Advisors and has held roles with the Presbyterian Campus Ministry and Greensboro Chamber of Commerce. Abacus Wealth Partners serves individuals, families, trusts, charitable organizations, and business entities with financial planning and investment management services. The firm employs a passive, asset-class-oriented investment approach that incorporates ESG screening and utilizes institutional passive funds as core holdings.

Emily Benedetto is a Certified Financial Planner™ at Abacus Wealth Partners with eight years of industry experience. She has been with Abacus Wealth Partners since 2017 and previously worked at Pacific Ocean Pediatrics. Abacus Wealth Partners serves individuals, families, pension and profit-sharing plans, trusts, charitable organizations, and business entities with financial planning and investment management services. The firm employs an asset-class, passive-oriented investment approach, incorporating ESG screening when requested, and offers customized portfolios aligned with clients’ risk profiles and goals.

David Rey is a financial advisor at Abacus Wealth Partners with two years of industry experience. He holds a Series 65 designation and has previously worked at organizations including the California Community Foundation and The California Endowment. His background also includes a role at Mental Health Break. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, trusts, charitable organizations, and business entities. The firm employs a passive, asset-class investment approach with ESG screening where requested and incorporates private fund offerings through its Align Impact private fund.

Brenton Kessel is a CFP® with 22 years of experience in the financial industry, currently serving at Abacus Wealth Partners since 2004. He is involved with The Enough Project, where he facilitates workshops and conversation circles focused on addressing global issues through qualitative research, without providing financial advice or compensation. Abacus Wealth Partners serves a diverse client base including individuals, families, trusts, and charitable organizations, offering financial planning and investment management with a passive, asset-class oriented approach tailored to clients’ risk profiles and goals. The firm also engages in private fund management and incorporates ESG screening upon request.

Chrysantha Cosby is a financial advisor at Abacus Wealth Partners in Santa Monica, CA, holding a Series 65 designation with five years of industry experience. She worked at Custom Wealth-Concorde Investment Services from 2014 to 2019 before joining Abacus Wealth Partners, where she has been since 2019. Abacus Wealth Partners serves individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with financial planning, consulting, and investment management services. The firm uses a passive-oriented, asset-class investment approach with institutional passive funds as core holdings and customizes portfolios based on clients’ risk profiles and goals.

Christopher Vallejo Jr. is a CFP® and Series 65 credentialed advisor with five years of industry experience. He has been with Abacus Wealth Partners since 2021. Prior to his financial advisory career, Vallejo held roles at Regal Wine Company and engaged in music and arts activities, including self-employment as a musician and work with the Zhen Music and Arts Institute. Abacus Wealth Partners serves a broad range of clients, including high-net-worth individuals, families, and organizations, offering financial planning, consulting, and investment management services. The firm uses a passive-oriented, asset-class investment approach with options for ESG screening and also sponsors the Align Impact private fund.

Walter Yu is a financial advisor at Abacus Wealth Partners in Santa Monica, CA, holding a Series 65 designation with 10 years of industry experience. He has been with Abacus Wealth Partners since 2014. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, pension and profit-sharing plans, trusts, charitable organizations, and business entities. The firm employs a passive-oriented investment approach focused on asset classes and uses institutional passive funds as core holdings while incorporating ESG screening upon request.

Dennis Grossman is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Abacus Wealth Partners in Columbus, OH, where he has worked since 2023. His prior experience includes roles at Summit Financial Strategies, Valeo Financial, PlanVest Financial, Lighthouse Financial Planning, Trivergent Health Alliance MSO, and Rite Aid Corporation. Abacus Wealth Partners serves individuals, families, and various entities with financial planning and investment management services. The firm emphasizes a passive, asset-class investment approach, incorporates ESG screening upon request, and offers both discretionary and non-discretionary portfolio management tailored to clients' risk profiles and goals.

Christopher Habib is a CFP® and Series 65-licensed financial advisor at Abacus Wealth Partners with six years of industry experience. He has been with Abacus Wealth Partners since 2019 and previously worked at Sullivan, Bruyette, Speros & Blayney and Monument Wealth Management. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, pension and profit-sharing plans, trusts, charitable organizations, and business entities. The firm uses a passive, asset-class investment approach, incorporates ESG screening upon request, monitors accounts regularly, and offers access to private fund investments such as the Align Impact private fund.

Neela Hummel is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners in Santa Monica, CA. She has worked exclusively with Abacus Wealth Partners since 2011. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, pension plans, trusts, charitable organizations, and business entities. The firm employs an asset-class, passive-oriented investment approach that incorporates ESG screening and uses institutional passive funds as core holdings while tailoring portfolios to clients’ risk profiles and goals.

Deegan Lee is a financial advisor at Abacus Wealth Partners with credentials including Series 63 and Series 65 licenses. He has experience working at firms such as Tideline and Dimensional Fund Advisors and has held various roles in both the financial and academic sectors, including a position at Wake Forest University's Department of Entrepreneurship. Abacus Wealth Partners serves individuals, families, and various organizations by providing financial planning, consulting, and investment management services. The firm employs a passive, asset-class-focused investment approach that incorporates ESG screening when requested and manages portfolios tailored to clients’ risk profiles and goals.

Aaron Winer is a financial advisor with Abacus Wealth Partners in Sebastopol, CA, holding Series 63 and Series 65 designations and having 27 years of industry experience. He previously worked at Milestone Financial Advisors, LLC for 19 years before joining Abacus Wealth Partners in 2025. Outside of his advisory work, Winer coaches adult swimmers for the Santa Rosa Masters Swimming team. Abacus Wealth Partners provides financial planning and investment management services to individuals, families, trusts, charitable organizations, and business entities. The firm emphasizes a passive, asset-class investment approach with ESG screening options and manages portfolios according to clients’ risk profiles and goals, also serving as general partner and co-investment manager of a private fund focused on impact investing.

Lauren Boyes is a financial advisor at Abacus Wealth Partners with nine years of industry experience. She has been with Abacus Wealth Partners since 2018 and previously worked at Raymond James Financial Services and operated Boyes Financial Services. She holds a Series 66 designation. Abacus Wealth Partners serves a diverse clientele including individuals, families, trusts, charitable organizations, and business entities, offering financial planning, consulting, and investment management services. The firm employs a passive-oriented, asset-class investment approach supplemented by fundamental analysis and ESG screening, and it sponsors the Align Impact private fund for qualified investors.