One Wealth Advisors, LLC

Elizabeth Brotz is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at One Wealth Advisors, LLC since 2022 and has prior experience in retail and jewelry businesses. One Wealth Advisors provides holistic wealth management services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm emphasizes long-term investment strategies combined with personalized financial life plans that integrate tax-aware decisions and diversified asset allocations.

Eleanor Hall is a financial advisor at One Wealth Advisors, LLC in San Francisco, holding a Series 65 designation with three years of industry experience. She has been with One Wealth Advisors since 2021 and previously worked at WeWork from 2019 to 2021. One Wealth Advisors provides holistic wealth management to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm emphasizes long-term investment strategies combined with personalized financial life plans, integrating tax-aware decisions and offering both high-touch planning and robo-advisor implementation.

David Steele is a financial advisor at One Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with One Wealth Advisors since 2015. Outside of his advisory role, he is a part owner and advisor in several restaurant-related businesses and serves on the advisory boards of multiple companies, including a nonprofit organization. One Wealth Advisors provides holistic wealth management services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm emphasizes long-term investment strategies and integrates tax-aware decisions while combining high-touch planning with technology-driven portfolio implementation.

Jonathan Steele is a CFA® charterholder with 26 years of industry experience. He has been with One Wealth Advisors, LLC since 2015. The firm serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a focus on long-term investment strategies combined with comprehensive financial planning. One Wealth Advisors integrates tax-aware decisions and offers a blend of high-touch planning alongside robo-advisor implementation, utilizing diversified funds, ETFs, and alternative investments to build individualized financial life plans.

Frank Mannino is a CFP® with seven years of industry experience and has been with One Wealth Advisors, LLC since 2018. Prior to joining One Wealth Advisors, he worked for ten years at Multicultural Academy Charter School. He is also involved as an insurance agent with OWA Insurance Services, LLC. One Wealth Advisors provides holistic wealth management services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm combines long-term investment strategies with individualized financial life plans, integrating tax-aware decisions and coordinating with independent managers and outside specialists.

Kevin Cohen is a financial advisor at One Wealth Advisors, LLC in San Francisco, CA, with 14 years of industry experience. He holds the Series 63 designation and has been with One Wealth Advisors since 2015. One Wealth Advisors provides holistic wealth management to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm emphasizes long-term investment strategies combined with individualized financial life plans, integrating tax-aware decisions and utilizing a mix of investment vehicles and third-party platforms.

Karime Azar Wabi is a financial advisor at One Wealth Advisors, LLC with six years of industry experience. She holds a Series 65 designation and has worked at One Wealth Advisors since 2019. Prior to her advisory role, she was affiliated with Hult International Business School from 2014 to 2019. One Wealth Advisors provides holistic wealth management services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm emphasizes long-term investment strategies combined with individualized financial life plans, integrating tax-aware decisions and coordinating with independent managers and outside specialists.

Alexander Schmitz is a CFP® professional with 18 years of experience in the financial services industry. He has been with One Wealth Advisors, LLC since 2015. The firm provides holistic wealth management services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. One Wealth Advisors focuses on long-term investment strategies and integrates tax-aware decisions while combining high-touch planning with robo-advisor implementation and coordination with independent managers and outside specialists.

David Neeve is a CFP® with 23 years of industry experience, currently serving as a financial advisor at One Wealth Advisors, LLC since 2020. Prior to this, he worked at UBS Financial Services Inc. for 11 years. One Wealth Advisors offers holistic wealth management to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm emphasizes long-term investment strategies combined with individualized financial life plans, integrating tax-aware decisions and utilizing both direct management and third-party platforms.

Tessa Sternberg is a financial advisor at One Wealth Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining One Wealth Advisors in 2022, she worked at Newsela from 2019 to 2022 and was a student from 2013 to 2019. One Wealth Advisors provides holistic wealth management to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm combines long-term investment strategies with individualized financial life plans, integrating tax-aware decisions and utilizing a mix of diversified funds, ETFs, alternative investments, and concentrated stock strategies.