Advisors at this firm
Sunni A
Series 63, Series 65
Irvine, CA
Three Arch Wealth Management LLC
Sunni Allen is a financial advisor at Three Arch Wealth Management LLC with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Three Arch in 2025, Sunni worked at Index Fund Advisors, Inc. and Apriem Advisors. Sunni’s background also includes roles outside of finance at CHOC Children's Hospital and Goodwill Industries of San Diego County. Three Arch Wealth Management LLC provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, endowments, foundations, and retirement plans. The firm uses model-based portfolios with a long-term investment horizon and an efficient-market approach incorporating factor tilts and research from providers such as Dimensional Fund Advisors and Vanguard.
Becky V
CFP®, Series 65
Irvine, CA
Three Arch Wealth Management LLC
Becky Vasquez is a CFP® with 20 years of industry experience, currently serving as an advisor at Three Arch Wealth Management LLC. She previously worked for 19 years at Index Fund Advisors. Three Arch Wealth Management LLC is an SEC-registered firm providing discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and institutional clients. The firm employs a primarily model-based, efficient-market investment approach with factor tilts and manages approximately $503 million in assets with a four-advisor team.
Tyler V
CFP®, Series 63, Series 65
Irvine, CA
Three Arch Wealth Management LLC
Tyler Vasquez is a CFP®-certified financial advisor at Three Arch Wealth Management LLC with five years of industry experience. He previously worked at Index Fund Advisors and JP Morgan Securities, LLC. Three Arch Wealth Management LLC is an SEC-registered advisory firm that provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, endowments, foundations, and retirement plans. The firm uses primarily model-based portfolios with a long-term investment horizon and an efficient-market approach incorporating factor tilts and research from providers such as Dimensional Fund Advisors and Vanguard.
