One Wealth Investors

Alec Musa is a financial advisor at One Wealth Investors with a Series 65 credential and one year of industry experience. He is also involved in insurance through his roles at One Wealth Insurance Brokerage Services, LLC and Alec Musa Renegade Insurance LLC, where he sells home insurance. Additionally, he manages residential real estate through Musa Manors LLC. One Wealth Investors is an SEC-registered advisory firm serving individuals, retirement trusts, estates, and select institutional accounts with comprehensive wealth management and financial planning. The firm employs a goal-driven, long-term investment approach combining fundamental analysis, strategic asset allocation, and risk budgeting.

Vishail Singh is a financial advisor at One Wealth Investors with seven years of industry experience. He holds a Series 65 credential and previously worked at Omnia Family Wealth, LLC and Genesis Investment Advisors. One Wealth Investors is a small SEC-registered advisory firm serving individuals, retirement trusts, estates, and select institutional accounts with wealth management and financial planning services. The firm uses a goal-driven, long-term investment approach that combines fundamental analysis, strategic asset allocation, and risk budgeting to align portfolios with client objectives.

Ericka Herrera is a financial advisor at One Wealth Investors with seven years of industry experience. She holds a Series 65 designation and has worked with firms including AmeriSave Mortgage Corporation and MML Investors Services, LLC. Prior to her financial career, she was involved with Ericka V Herrera OD PA for nine years. One Wealth Investors is an SEC-registered advisory firm serving individuals, retirement trusts, estates, and select institutional accounts with wealth management, financial planning, and portfolio management. The firm employs a goal-driven, long-term investment approach using fundamental analysis and strategic asset allocation, integrating financial planning with portfolio management across various investment platforms.

Jordan Linn is a financial advisor with One Wealth Investors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at Argentus Advisors, LLC, and extensive involvement with One Wealth Management and One Wealth Insurance Brokerage Services, where he is also a licensed insurance broker. One Wealth Investors is an SEC-registered advisory firm serving individuals, retirement trusts, estates, and select institutional accounts with wealth management, financial planning, and portfolio management. The firm employs a goal-driven, long-term investment approach that incorporates fundamental analysis, strategic asset allocation, and risk budgeting to align portfolios with client objectives.