Monvia Financial L.P.

Michael Hansen is a CFP® with 24 years of industry experience, currently serving at Monvia Financial L.P. since 2019. His prior roles include positions at Whitehall-Parker Securities, Frontier Wealth Strategies, and Buttonwood Financial. Outside of his advisory work, he is involved in community and nonprofit activities, including serving as a Director at Large and Head of the Investment Committee for Aldersly, a Danish assisted living community center, and as a board member for Fountain Springs HOA. He also advises the founder and executive team of Happioh on fundraising strategies. Monvia Financial L.P. provides individualized financial planning, portfolio management, and ERISA retirement-plan advisory services primarily to individual clients and plan sponsors. The firm integrates documented investment policies with fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management alongside ongoing financial planning engagements.

Harold Lowe is a financial advisor with Monvia Financial L.P. in Walnut Creek, CA, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at Whitehall-Parker Securities, Lincoln Financial Securities, and his own consulting and insurance businesses. Outside of advising, he provides consulting services to political candidates and non-profit organizations and is involved in community outreach through his marketing support work at Lowe Consulting Group. Monvia Financial L.P. offers individualized financial planning, portfolio management, and ERISA retirement-plan advisory services to individuals, high-net-worth households, and plan sponsors. The firm combines fundamental, technical, and cyclical analysis within documented investment policy statements and provides both fiduciary retirement-plan support and traditional wealth management.

Pamela Jacobs is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Monvia Financial L.P. since 2019. Her prior roles include positions at Whitehall-Parker Securities, Frontier Wealth Strategies, and Wells Fargo Advisors. She is a co-owner of Ohana Opportunities LLC, a consulting business focused on evaluating investment opportunities. Monvia Financial L.P. provides individualized financial planning, portfolio management, and ERISA retirement-plan advisory services to individual clients, including high-net-worth households, and plan sponsors. The firm combines fundamental, technical, and cyclical analysis within documented investment policy frameworks and offers both discretionary and non-discretionary asset management.