Realta Investment Advisors, Inc

James Van Meter is a financial advisor at Realta Investment Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Center Street Advisors, Inc., Center Street Securities, Inc., and Cabin Securities, Inc. Van Meter is also the president and owner of Tahoe Financial Planning LLC, where he provides financial planning and related services. Realta Investment Advisors is an SEC-registered enterprise managing approximately $343 million in client assets through a team of 54 advisors. The firm offers portfolio management, financial and estate planning, retirement-plan advisory, and access to a diverse range of investment products, serving a broad client base including institutional and individual investors.

Logan Snodgrass is a financial advisor at Realta Investment Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Slack, Peacock, and Hulu. Outside of his advisory role, he is involved in executive support and operations at a private equity firm and participates in digital marketing consultancy and retail advisory consulting. Realta Investment Advisors, Inc. is an SEC-registered enterprise firm managing approximately $343 million in assets for about 1,900 clients. The firm offers comprehensive portfolio management and financial planning services, utilizing a platform that supports both discretionary and non-discretionary accounts with individualized asset allocation and access to a wide range of investment products.

Matthew Chancey is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Realta Investment Advisors, Inc. since 2021. His prior experience includes roles at Dempsey Lord Smith, LLC, Claraphi Advisory Network, LLC, and Retirement Wealth Advisors, Inc. Outside of his advisory work, he is involved in general contracting businesses as a license holder and board member, and hosts a podcast interviewing industry professionals. Realta Investment Advisors manages approximately $343 million in client assets through a team of 54 advisors, serving about 1,900 clients. The firm offers comprehensive portfolio management, financial and estate planning, and retirement-plan advisory services, utilizing a platform that supports both advisor-directed and third-party manager accounts with discretionary and non-discretionary options.

Sam Steffan is a financial advisor at Realta Investment Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at Almaden Genomics, Basepair, and AXA Distributors, LLC. Outside of his advisory role, he is involved with Winding Bay Capital, a business that connects investors with real estate-backed investment products. Realta Investment Advisors, Inc. is an SEC-registered enterprise firm managing approximately $343 million in client assets through a team of 54 advisors. The firm serves around 1,900 clients, offering portfolio management, financial and estate planning, retirement-plan advisory, and access to a wide range of investment products, utilizing both advisor-directed and third-party manager programs.

Nancy Hoang is a financial advisor at Realta Investment Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has worked at Realta Investment Advisors and Realta Equities since 2018 and previously at Cary Street Partners from 2013 to 2018. Outside of advisory work, she is an investor and member of PHO Real Enterprises, an LLC created to hold private shares of a beverage business. Realta Investment Advisors, Inc. is an SEC-registered enterprise adviser managing approximately $343 million in assets for about 1,900 clients. The firm offers portfolio management, financial and estate planning, and retirement-plan advisory services, utilizing a platform that supports both advisor-directed and third-party manager accounts with a focus on individualized asset allocation and due diligence for complex investments.

James Nelson is a CFP® with 28 years of industry experience, currently serving as an investment advisor representative at Realta Investment Advisors, Inc. He has held roles at several firms, including Kalos Management and Family Financial Services of Florida. Outside of his advisory work, Nelson is involved in a family-operated home repair and remodeling business and serves on the board of directors for Advent Health Central Florida Polk Region. Realta Investment Advisors, Inc. is an SEC-registered enterprise firm managing approximately $343 million in client assets through a team of 54 advisors. The firm offers portfolio management, financial and estate planning, retirement-plan advisory, and access to a broad range of investments, utilizing a platform that supports both discretionary and non-discretionary accounts with individualized asset allocation and ongoing account monitoring.

Dan Holzer is a Series 66-licensed financial advisor with 14 years of industry experience. He has worked at Realta Investment Advisors, Inc. since 2022 and is also the CEO of Alternative Investment, Inc., where he focuses on real estate investing. Prior to that, he was with Emerson Equity LLC from 2013 to 2022. Realta Investment Advisors, Inc. is an SEC-registered enterprise firm managing approximately $343 million in client assets through a team of 54 advisors. The firm serves roughly 1,900 clients, providing portfolio management, financial and estate planning, retirement-plan advisory, and access to a wide range of investments, emphasizing individualized asset allocation and oversight for complex products.

Daniel Foraker is a financial advisor at Realta Investment Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley & Co., LLC and Capital One Investing, LLC prior to joining Realta in 2020. Realta Investment Advisors, Inc. is an SEC-registered enterprise adviser managing approximately $343 million in client assets across 54 financial advisors. The firm serves around 1,900 clients, offering portfolio management, financial and estate planning, retirement-plan advisory, and access to a broad range of investment products through a combination of advisor-directed and third-party manager accounts.

Zachary Waldon is a financial advisor at Realta Investment Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 credentials. Outside of his advisory role, Waldon is president and CEO of Fortify, Inc., a management company. Realta Investment Advisors, Inc. is an SEC-registered enterprise firm managing approximately $343 million in client assets through a team of 54 advisors. The firm serves about 1,900 clients with portfolio management, financial and estate planning, retirement-plan advisory, and access to a broad range of investments, offering both discretionary and non-discretionary account arrangements.

Amy Widener is a financial advisor with Realta Investment Advisors, Inc. in Bristol, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at Center Street Securities and Arete Wealth Advisors, LLC. In addition to her advisory work, she is a 50% owner of WL Financial Advisors, where she is involved in annuities, life, and long-term care insurance sales. Realta Investment Advisors, Inc. is an SEC-registered enterprise adviser managing approximately $343 million in client assets through a team of 54 financial advisors. The firm serves around 1,900 clients with portfolio management, financial and estate planning, retirement-plan advisory, and access to a wide range of investments, delivering advice through its NOVA platform and both discretionary and non-discretionary account arrangements.

Stanley Smrke is a financial advisor at Realta Investment Advisors, Inc. based in Dallas, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Realta, he worked at International Assets Advisory, LLC and several other firms. Outside of advisory work, he serves as Executive Vice President of Montego Minerals LLC, which raises capital for investment funds in the oil and gas sector. Realta Investment Advisors, Inc. is an SEC-registered enterprise adviser managing approximately $343 million in client assets through a team of about 54 financial advisors. The firm serves a diverse client base, including sovereign wealth funds and banking institutions, offering portfolio management, financial and estate planning, and access to a wide range of investment products through personalized asset-allocation strategies and a mix of advisor-directed and third-party manager accounts.

Donald Wells is a financial advisor with Realta Investment Advisors, Inc. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Prior to joining Realta in 2023, he worked for Titan Securities from 2010 to 2023 and has served as a flight attendant for Alaska Airlines since 1990. Wells is also licensed in insurance sales and has engaged in selling fixed, term, and equity index insurance products. Realta Investment Advisors, Inc. is an SEC-registered enterprise adviser managing approximately $343 million in client assets through a team of about 54 financial advisors. The firm serves roughly 1,900 clients with portfolio management, financial and estate planning, retirement-plan advisory, and access to a broad range of investments, utilizing a mix of advisor-directed accounts and third-party manager programs.

Ross Brannon is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at Park Avenue Securities for 12 years and has been associated with Guardian Life Insurance Company for 15 years. Outside of his advisory role, he is involved in entrepreneurial activities including owning Brannon Equipment Rental, LLC and serving as Managing Director of Tax Alpha Title, LLC, which provides education to CPAs, tax and real estate attorneys, and investment clients. Realta Investment Advisors, Inc. is an SEC-registered enterprise adviser managing approximately $343 million in client assets with a team of 54 financial advisors serving around 1,900 clients. The firm offers portfolio management, financial and estate planning, retirement-plan advisory, and access to a broad range of investment products through a platform that supports both discretionary and non-discretionary accounts and includes services for institutional and specialty clients.

Skip Massengill is a financial advisor at Realta Investment Advisors, Inc., holding Series 63 and Series 66 credentials with 42 years of industry experience. He previously worked at Robert W. Baird & Co. and is a minority owner of the Retirement Educational Institute. Massengill serves as co-chair of the Ethics Committee for the Philadelphia Estate Planning Council and holds board positions with youth football and nursing home organizations. He is also an author of a retirement education book and founder of SecureUS, a firm focused on FDIC cash and CD investment management. Realta Investment Advisors, Inc. is an SEC-registered enterprise adviser managing approximately $343 million in client assets through a team of 54 financial advisors serving around 1,900 clients. The firm offers portfolio management, financial and estate planning, retirement-plan advisory, and access to a broad range of investments, utilizing a combination of advisor-directed and third-party manager programs tailored to individual client needs.