Avier Wealth Advisors

Tiffany Stoner is a CFP® professional with 15 years of industry experience. She is currently with Avier Wealth Advisors and has previously worked at Badgley Phelps Wealth Managers, Brighton Jones, Charles Schwab & Co., and Fidelity Brokerage Services. Avier Wealth Advisors provides investment management and financial planning for individuals, families, and various business entities. The firm emphasizes diversified portfolios using institutional-class, low-cost mutual funds and ETFs, supported by academic factor research and ongoing due diligence of third-party sub-advisers.

Samantha Torres is a CFP® with 10 years of experience in the financial services industry. She is currently with Avier Wealth Advisors and has previously worked at Vista Capital Partners, Fisher Investments, and Northwestern Mutual. Avier Wealth Advisors provides investment management and financial planning for individuals, families, and various business entities. The firm emphasizes diversified mutual fund and ETF portfolios, institutional-class low-cost funds, and academic factor research in its investment approach.

David Welty is a CFP® with 26 years of experience in the financial services industry. He has been with Avier Wealth Advisors (formerly Retirement Asset Management) since 2012. The firm provides investment management and financial planning for individuals, families, and various business entities. Avier’s approach emphasizes diversified asset allocation using institutional-class, low-cost mutual funds and ETFs, supported by academic factor research and ongoing due diligence of sub-advisers.

John Osseward is a CFA® charterholder with 11 years of industry experience. He has been with Avier Wealth Advisors in Bellevue, WA since 2015, working in a multi-advisor team environment. Avier Wealth Advisors provides investment management and financial planning for individuals, families, and various business entities. The firm emphasizes diversified portfolios using institutional-class, low-cost mutual funds and ETFs, with an investment approach informed by academic factor research and ongoing due diligence.

Marisol Fung is a financial advisor at Avier Wealth Advisors with 10 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Avier in 2022, she worked at Dynamic Wealth Advisors and Hanei Private Wealth Advisors. Avier Wealth Advisors provides investment management and financial planning for individuals, families, and various business entities. The firm emphasizes asset allocation across diversified mutual fund and ETF portfolios using institutional-class, low-cost funds and academic factor research, supported by documented due diligence and ongoing monitoring of sub-advisers.

Aaren Strand is a CFP® and Series 65-registered advisor with 11 years of experience. He currently works at Avier Wealth Advisors and has been with Paracle Advisors, LLC since 2008. Outside of his advisory work, Strand is a co-owner of Strand Industrial Group LLC, a construction business. Avier Wealth Advisors provides investment management and financial planning services for individuals, families, and business entities. The firm focuses on diversified portfolios using low-cost mutual funds and ETFs, incorporates academic factor research into its equity strategies, and maintains ongoing due diligence and client reviews.

Madison Williams is a CFP® and Series 66-licensed advisor with five years of industry experience. She currently works at Avier Wealth Advisors and has previously held roles at Kaizen Financial Advisors, Bank of America, Merrill Lynch, and Ameriprise Financial Services. Outside of her advisory work, she has been involved with the Community Foundation of Sarasota County. Avier Wealth Advisors provides investment management and financial planning services to individuals, families, and business entities. The firm emphasizes asset allocation using diversified mutual fund and ETF portfolios, incorporating academic factor research and maintaining documented due diligence and ongoing monitoring of third-party sub-advisers.

Courtney Gehrmann is a CFP® professional at Avier Wealth Advisors with three years of industry experience. Prior to joining Avier in 2022, she worked at Coldstream Wealth Management, Paracle Advisors, Filament, LLC, and Recreational Equipment, Inc. Avier Wealth Advisors provides investment management and financial planning for individuals, families, and various business entities. The firm emphasizes asset allocation through diversified mutual fund and ETF portfolios, uses institutional-class, low-cost funds, and incorporates academic factor research in its equity strategies.

Lars Phillips is a CFP®, CFA®, and Series 65 credentialed advisor with 14 years of industry experience. He has worked at Avier Wealth Advisors (formerly Retirement Asset Management) since 2012, serving the firm through its transition and growth. Avier Wealth Advisors provides investment management and financial planning for individuals, families, and various business entities, emphasizing diversified asset allocation with institutional-class, low-cost mutual funds and ETFs informed by academic research. The firm operates as a larger multi-advisor team with a strong focus on credentialed professionals and incorporates documented due diligence and ongoing monitoring of sub-advisers in its approach.

Katelynn Toth is a CFP® with three years of industry experience, currently serving as a financial advisor at Avier Wealth Advisors. Her prior experience includes roles at APCM Wealth Management for Individuals and a position in the personal office of U.S. Senator Lisa Murkowski. Avier Wealth Advisors provides investment management and financial planning services to individuals, families, and various institutional clients. The firm emphasizes asset allocation across diversified mutual fund and ETF portfolios, focusing on low-cost, institutional-class funds and equity strategies informed by academic research.

Alexander Krider is a CFP® professional with 16 years of industry experience, currently serving at Avier Wealth Advisors since 2019. His prior roles include positions at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and Axa Advisors, LLC. Outside of his advisory work, he owns an internet-based publishing service that provides editing for academic books and journals and serves as a board member of Birch Community Services, a nonprofit focused on promoting financial stability for families. Avier Wealth Advisors offers investment management and financial planning services to individuals, families, and various business entities. The firm emphasizes diversified portfolios using low-cost mutual funds and ETFs, informed by academic factor research, and maintains a multi-advisor team with a structured succession plan and several operational distinctions.

Saloni Gupta is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is currently with Avier Wealth Advisors and has previously worked at Hightower Advisors, Highland Private Wealth Management, Ameriprise, Prevail Wealth Management LLC, and Private Wealth Management Solutions, LLC. Avier Wealth Advisors provides investment management and financial planning services for individuals, families, and various business entities, focusing on diversified mutual fund and ETF portfolios with an emphasis on institutional-class, low-cost funds and academic factor research. The firm operates as a larger multi-advisor team with a high concentration of credentialed professionals and utilizes documented due diligence and ongoing monitoring of third-party sub-advisers.

Nicholas Wright is a financial advisor at Avier Wealth Advisors in Bellevue, WA, holding a Series 65 credential with 10 years of industry experience. He has been with Avier Wealth Advisors since 2015. Avier Wealth Advisors provides investment management and financial planning services for individuals, families, and various business entities. The firm emphasizes asset allocation across diversified mutual fund and ETF portfolios, using institutional-class, low-cost funds and equity strategies informed by academic factor research.

Alexander Castaneda is a financial advisor at Avier Wealth Advisors in Bellevue, WA, holding a Series 65 designation with six years of industry experience. He has been with Avier Wealth Advisors since 2018, following his time at Oregon State University. Avier Wealth Advisors provides investment management and financial planning services for individuals, families, and various business entities. The firm emphasizes asset allocation using diversified mutual fund and ETF portfolios, focusing on low-cost, institutional-class funds and equity strategies based on academic factor research.

Raphael Luis De Ocampo is a CFP® with three years of industry experience, currently serving as a financial advisor at Avier Wealth Advisors in Bellevue, WA. His prior work includes roles at Stabbert Maritime and Extended Travel. Avier Wealth Advisors provides investment management and financial planning for individuals, families, and business entities. The firm emphasizes diversified mutual fund and ETF portfolios using institutional-class, low-cost funds, and applies academic factor research in its equity strategies.