Avisen Advisors, LLC

Martin Herman is a financial advisor with Avisen Advisors, LLC, holding a Series 63 designation and over 57 years of industry experience. He has been with Avisen Advisors and its affiliated entity Avisen Wealth Management since 2009. Avisen Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as business entities, trusts, pension and profit-sharing plans, and foundations. The firm combines direct portfolio management with a broad use of third-party platforms and sub-advisers, offering a range of model-driven strategies and investment implementation techniques.

Alan Robello is a financial advisor with Avisen Advisors, LLC in Sacramento, CA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Avisen Advisors since 2001 and Avisen Wealth Management since 2003. Avisen Advisors provides financial planning and portfolio management services to individuals, business entities, trusts, pension and profit-sharing plans, and foundations. The firm offers both discretionary and non-discretionary services, utilizing a combination of direct portfolio management and third-party platforms and sub-advisers.

Dusty Hoetger is a CFP® with 20 years of industry experience, currently serving at Avisen Advisors, LLC since 2011. He has been involved with Avisen Wealth Management, Inc. since 2005. Outside of his advisory role, he volunteers with the Volunteer Income Tax Assistance (VITA/TCE) program and the Foundation for Financial Planning, providing tax preparation help and pro bono financial planning services. Avisen Advisors offers financial planning and portfolio management to individuals, business entities, trusts, pension and profit-sharing plans, and foundations. The firm utilizes a combination of direct portfolio management and third-party platforms, including model-driven strategies, and provides both discretionary and non-discretionary services.

Michelle Kessel Harbart is a financial advisor at Avisen Advisors, LLC with 14 years of industry experience. She holds the Series 66 designation and has worked at Avisen Advisors since 2019, as well as Avisen Wealth Management, Inc. since 2011. Prior to that, she was self-employed from 2003 to 2022. Avisen Advisors provides financial planning and portfolio management services to individuals, business entities, trusts, pension and profit-sharing plans, and foundations. The firm offers both discretionary and non-discretionary services, combining direct portfolio management with a broad use of third-party platforms and sub-advisers.

David Baskins is a financial advisor with Avisen Advisors, LLC in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Avisen Advisors and its affiliated entity Avisen Wealth Management since 2005. Avisen Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, business entities, trusts, pension and profit-sharing plans, and foundations. The firm combines direct portfolio management with third-party platforms and sub-advisers, offering a range of investment strategies and monitoring accounts through periodic and event-driven reviews.

Linda Becker is a financial advisor at Avisen Advisors, LLC in Reno, NV, with 42 years of industry experience. She has been with Avisen Advisors and Avisen Wealth Management since 2009. Becker holds Series 63 and Series 65 designations. Avisen Advisors provides financial planning and portfolio management services to individuals, business entities, trusts, pension and profit-sharing plans, and foundations. The firm uses a combination of direct portfolio management and third-party platforms, offering a range of strategies and investment approaches tailored to client needs.

Terry Feil Jr. is a financial advisor at Avisen Advisors, LLC with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Avisen Wealth Management, Inc. since 2003 and Avisen Advisors since 2022. Avisen Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as business entities, trusts, pension and profit-sharing plans, and foundations. The firm uses a combination of direct portfolio management and third-party platforms, offering a range of investment strategies and monitoring accounts through periodic and event-driven reviews.

Kenneth Brown is a financial advisor with Avisen Advisors, LLC in Sacramento, CA, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has been with Avisen Wealth Management, Inc. since 2003 and Avisen Advisory, LLC since 2001. Avisen Advisors provides financial planning and portfolio management services to individuals, business entities, trusts, pension and profit-sharing plans, and foundations. The firm utilizes a combination of direct portfolio management and third-party platforms, offering a range of strategies and investment approaches tailored to client needs.

Jason Feil is a financial advisor at Avisen Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has been with Avisen Wealth Management, Inc. since 2012 and Avisen Advisors, LLC since 2023. Avisen Advisors provides financial planning and portfolio management services to individuals, business entities, trusts, pension and profit-sharing plans, and foundations. The firm offers discretionary and non-discretionary investment management, financial planning, and access to model-driven programs, combining direct portfolio management with a variety of third-party platforms and sub-advisers.