Life Line Wealth Management LLC

Cristian Mundy is a financial advisor at Life Line Wealth Management LLC in Beverly Hills, CA, holding Series 63 and Series 66 licenses with 15 years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory role, Mundy coaches youth basketball at the Hollywood Recreation Center. Life Line Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, and privately held small businesses. The firm employs a Modern Portfolio Theory-based, buy-and-hold investment approach using primarily passive ETFs, with customized portfolios managed on a discretionary basis.

Sebastian Eccles is a CFP® and holds the Series 66 designation, with two years of industry experience. He is currently with Life Line Wealth Management LLC and has prior experience at Kayne Anderson Rudnick, BLISK Financial Group/Spire Investment Partners, Morgan Stanley, AP Task, and Scottrade. Life Line Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and privately held small businesses. The firm employs a buy-and-hold investment approach grounded in Modern Portfolio Theory, using primarily passively managed ETFs alongside other asset classes, and customizes portfolios to client risk profiles.

Lameck Lukanga is a CFP® professional with 11 years of industry experience, currently serving at Life Line Wealth Management LLC. He has held roles at affiliated entities including Life Line Holdings, Inc. and Life Line Financial Group since 2011. Lukanga is also a member manager of Life Line Financial Group, a firm providing tax preparation, business management, and accounting services. Life Line Wealth Management offers discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, and privately held small businesses. The firm employs a Modern Portfolio Theory-based approach with a buy-and-hold strategy, focusing on asset allocation through primarily passive ETFs and customized portfolios managed mostly on a discretionary basis.

Palmer White is a CFP®-designated financial advisor with Life Line Wealth Management LLC in Houston, TX, and has two years of industry experience. His prior work includes roles at Northwestern Mutual and Life Line Financial Group. Outside of finance, he has experience working in the hospitality industry, including positions at several nightclubs. Life Line Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and privately held small businesses. The firm employs a Modern Portfolio Theory-based approach, focusing on buy-and-hold strategies and asset allocation primarily through passively managed ETFs, with portfolios customized to clients' risk profiles and managed mostly on a discretionary basis.

Aaron Stephens is a CFA® charterholder with seven years of industry experience. He has worked at Life Line Wealth Management LLC since 2018 and previously spent three years at New Territory Advisors. Outside of his advisory role, he manages special purpose investment vehicles through LifeLine Torch Management LLC. Life Line Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, and privately held small businesses. The firm employs a Modern Portfolio Theory-based approach with a buy-and-hold strategy, focusing on asset allocation primarily through passive ETFs and customized portfolios managed on a discretionary basis.