Inflection Advisors

Don Ivey is a financial advisor at Inflection Advisors in Camarillo, CA, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior roles include positions at Voya Financial Partners, LLC and Dimensional Fund Advisors. Inflection Advisors serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management, employing a Modern Portfolio Theory approach focused on low-cost, passive index ETFs and mutual funds. The firm’s affiliated entities provide additional retirement plan consulting and corporate management services, supporting a broader range of client needs.

Gregory Karis is a CFP® with 10 years of industry experience, currently serving as an advisor at Inflection Retirement Services. He has worked with Inflection Business Consulting Inc. since 2017 and previously held roles at MML Investors Services LLC and Massmutual Life Insurance Company. In addition to his advisory work, he is an independent insurance agent affiliated with MFE Insurance Brokerage and owns a business management firm providing bookkeeping, accounting, and corporate management services. Inflection Retirement Services advises qualified retirement plans and pension clients, focusing on participant-directed defined contribution arrangements such as 401(k), 403(b), and profit-sharing plans. The firm provides ERISA-focused fiduciary services including investment consulting, plan design review, and participant education, with an emphasis on long-term diversified asset allocation and passive index mutual fund evaluation.

Katia Kin is a financial advisor with Inflection Advisors in Camarillo, CA, holding a Series 65 designation and three years of industry experience. She has worked with Inflection Advisors and its affiliated firm, Inflection Retirement Services, where she provides pension and qualified plan advisory services for businesses. Prior to her advisory roles, she was involved with the Cancer Support Community Valley Ventura Santa Barbara. Inflection Advisors offers comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, as well as corporate and business clients. The firm’s investment approach emphasizes low-cost, passive index ETFs and mutual funds, long-term buy-and-hold strategies, and periodic portfolio rebalancing.