Eric Amzalag, CFP®

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About Eric Amzalag, CFP®

Eric Amzalag is a Woodland Hills, CA fee-only financial planner and owner and founder of Peak Financial Planning.

Hi – I’m Eric Amzalag, founder of Peak Financial Planning. While studying Economics and Accounting at University of California, Santa Barbara, I knew I wanted a career of service to others. I didn’t know what form that would take and began my search.

I walked several paths including real estate brokerage, marketing, and the family business but none of them scratched the itch that I had to be a facilitator and educator.

I began apprenticing as a formal financial planner and investment advisor at Ameriprise Financial. The experience did not last long – I had a conflict of values with the incentive model of appearing to provide financial advice when in actuality trying to sell insurance policies.

I decided to leave the brokerage and insurance world to launch Peak Financial Planning.

I have completed the Certified Financial Planner coursework and am in the process of completing the RICP coursework. I look forward to providing value and being of service to you and your household.

Samuel Lewis, CFP®, ChFC

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About Samuel Lewis, CFP®, ChFC

I’m Sam Lewis, Founder of SJLF and CERTIFIED FINANCIAL PLANNER™.

I’ve lived in Delaware my entire life but have been fortunate to travel around the world. I joined the military while still in high school and continue serving today, almost 23 years later! I’ve worked as a farmhand, drafter, land surveyor, personal trainer, air cargo craftsman, recruiter and senior enlisted leader.

But my passion is for financial planning.

I wasn’t always smart with money, but when I met the love of my life, I knew I had to do better. The spark was lit when I picked up a copy of Kiplinger’s Personal Finance magazine in an airport gift shop when embarking on a family trip to Disney World in 2013. It was a real wake-up call to admit how much I didn’t know about the financial considerations that would shape our future.

Along my journey, I consumed every bit of knowledge I could get my hands on. In 2018, I earned a full Veteran’s Scholarship to the American College of Financial Services through the Penn Mutual Center for Veterans Affairs. I began the rigorous coursework for the Chartered Financial Consultant (ChFC) curriculum. In 2020, I passed the Securities Industry Essentials and Series 65 exams leading to the ultimate achievement of passing the CERTIFIED FINANCIAL PLANNER™ Exam and was awarded the CFP® Certification 2022.

My mission now is to serve you, to help you understand your financial situation, set clear goals for your future, and give you a well-marked path to help you get there. Whatever the goal, we can plan for that!

Arielle Tucker, CFP®, EA

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About Arielle Tucker, CFP®, EA

Arielle has spent over a decade working on personal tax and financial planning issues for clients who, like her, live and work in Europe. She founded Connected Financial Planning to empower professionals and families to build a life that reflects their core values while building a stable financial future. She believes that financial education is the cornerstone of every client relationship.

Through years of education and industry experience, Arielle has in-depth expertise in the cross-border space, specifically in tax planning, cash flow management, and retirement/life planning. She is both a CERTIFIED FINANCIAL PLANNER ™ and IRS Enrolled Agent.

While Arielle primarily serves clients virtually, in-person meetings may be available upon request.

Contact Arielle here: https://calendly.com/connectedfp

Matt Ryan, CFP®, CFA

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About Matt Ryan, CFP®, CFA

When I was 7 years old, I remember going to the bank for the first time to deposit my birthday money. When I went to deposit the funds, the teller told me about Certificates of Deposit (or CDs). Apparently, if I gave my birthday money to the bank and let them put it in a CD, 12-months later they would give me my money back and MORE! That seemingly small lesson into the financial world sparked my passion for investing and making smart financial decisions.

That spark ignited my career as a financial advisor where I now use my passion to help others in an area which is extremely sensitive and personal. I enjoy the research and analysis, but the most rewarding part of my job is seeing my clients’ goals come to fruition. That is what gets me up every day and motivates me to continue learning and growing myself.

I’ve studied over 1,000 hours (yes, I tracked it in excel) to obtain two designations. I hold the CERTIFIED FINANCIAL PLANNER TM (CFP ®) designation and the Chartered Financial Analyst (CFA) designation. I pursued these to designations to continue learning and growing so that I may better serve my clients. I’m committed to being a lifelong learner and am always looking for ways to advance my knowledge and understanding in the financial planning or investment world.

Part of my mission in life is to also give back to my community. I’m an active member in the San Diego Rotary (a service organization) where I participate in several committees. I’m currently going through the LEAD San Diego program which is a leadership development program where I learn more about the key regional issues, strengthen personal leadership skills and establish community connections. I consider myself blessed in this life and it’s only right to pass those blessings along.

I launched Focused Mission Financial in 2022. I’m focused on my clients’ goals and I’m on a mission to see them reached.

Karen Ogden, CFP®, MBA

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About Karen Ogden, CFP®, MBA, Graduate Certificate in Sustainability

I am a financial services and capital markets professional with 30 years of experience ranging across the public, private and non-profit sectors. My experience includes economic data analysis; financial product development and education; business management; human resources; regulatory compliance; and most recently financial planning and investing.

Starting out on the floor of the Chicago Board of Trade, I had the good fortune to expand my career at the Federal Reserve Bank of Chicago, Bank of America, Amherst-Pierpont Securities, Guggenheim Partners, and Purkiss Capital Advisors.

While at Bank of America, I was asked to pilot an innovative role that connected the institutional commodities trading desk with the environmental initiatives of the overall bank. It was eye opening and fascinating to see how the private sector and global capital markets can play a proactive role in addressing some of the challenges that face our society today. To further my education on sustainability issues, I completed a 5-course graduate certificate in Sustainability through Harvard University’s Extension School in 2015.

As my career evolved, I came to realize that working with individual investors and helping them realize critical financial goals was something that would bring me a great deal of satisfaction. In fact, having done the same for my own and my extended family, I know firsthand how important it is to make, revisit, and stick with a financial plan – even (maybe especially) when things get difficult. To help refine my education in personal financial management, I enrolled in Boston University’s CPE 7-course curriculum in Financial Planning. Completing the coursework in 2021, I passed the CFP® exam in November of 2021 and completed experience requirements in March of 2022. Joining James Osborn as a Partner with Envest in 2022 meant combining two of my passions into one role. That was an easy decision to make.

Having worked with clients at many levels of financial readiness, I know the value that an objective and knowledgeable planning partner can bring to the difficult and ever-evolving financial planning process. I am excited to help clients with financial planning as well as values-driven investment strategies. I also volunteer with Savvy Ladies as help line resource providing free financial coaching to women on their financial journey.

I am a graduate of Boston College with a B.S. in Finance and the University of Chicago Booth School of Business where I earned an MBA. I was an elected member of the Board of Finance of the town of Ridgefield, CT prior to moving out of state to Vermont, where I currently live in Dorset with my husband in our recent role of empty nesters.

Ariadne Horstman, CFP®, RLP®

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About Ariadne Horstman, CFP®, RLP®

I have been practicing financial planning since 2008 and came to this profession out of a desire to help others and work in a meaningful profession where I can impact lives positively. A graduate of Smith College, I worked in consulting and marketing earlier in my career and came to financial planning later. My broad experience and liberal arts education have been helpful in understanding a range of different clients in various life situations. Having lived in France, India and the UK, I have international skills to bring to those with cross border situations. I founded my own firm in 2015 and merged with Emilie Goldman’s firm, Tamarind Financial Planning, in October of 2022. George Kinder’s Life Planning training allowed me to delve deeper into the part of client’s lives that focuses on what they want to get out of their time on this earth so we can direct their finances towards that. I love the outdoors, yoga, Pilates, reading, creative writing and meditation. Married to an academic working in Climate Finance means at times spending significant time in other countries and travelling. Our two children are now pursuing their studies so we are fresh empty nesters!

Taylor Peters, CFP®

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About Taylor Peters, CFP®

Taylor Peters, CFP®, is a financial planner in Chattanooga, TN who specializes in working with young professionals and young families.

About the firm: Legacy Care Wealth recognizes the importance of flexibility and balance in the lives of our clients, and we are driven by the meaningful work completed while collaborating with them. Our mission is to plan for more life in the lives of our clients by providing effective financial planning strategies to those who dare to dream big.

Ultimately, Taylor’s goal is to cultivate calm when it comes to personal finances and help clients in their pursuit a joyful and purpose driven life.

Rick Raybin, CFP®

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About Rick Raybin, CFP®

Rick Raybin, CFP helps individuals and families properly plan to achieve their financial goals and dreams. With his assistance, clients are able to “do more.” Rick uses his education and noteworthy professional experience to bring informed insight, valuable ideas and reliable guidance to each situation.
http://lifetimecapitalgroup.com/
Earlier in his career, Rick was a CPA with Coopers & Lybrand and the CFO of Rosenberg Real Estate Equity Funds (RREEF), a nationally recognized real estate investment manager. While at RREEF, Rick was a co-founder of an industry consortium, the National Council of Real Estate Investment Fiduciaries (NCREIF), which is a major provider of real estate-related indices. His educational credentials include a Bachelor of Arts degree in Economics from Bowdoin College and an MBA from Columbia University’s Graduate School of Business with a specialization in finance and accounting.

In 2006, Rick founded Lifetime Capital Group, a boutique financial services firm. His driving philosophy is that the better he gets to know his clients the better he is able to help them live the life they desire. What sets Rick apart is his creative approach to tailoring financial strategies that work for his clients.

Rick authored the book, Investing 3.0: What the Creators of Index Funds Discovered and How to Profit from It, in 2017. It walks the reader through an evidence-based approach to investing and how an investor can follow this approach on their own or find an advisor to help them.

Amber Miller, CFP®, EA

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About Amber Miller, CFP®, EA, CSRIC

I help clients build their net worth and use their money for good. I serve busy professionals, who work hard every day to care for others (patients, pets, kids) AND who want to do more. They’re passionate about personal, environmental, and social justice issues, and frustrated they don’t have the financial savvy (or time) to support their lifestyle and also change the world. I help clients make their extraordinary lives even better.

How you save and invest for the future, where you bank, and even the credit card you use can help make us and the planet a little better. As your partner (and fee-only fiduciary), I’ll help you understand your options, find venues to support what’s important to you, and build a better world.

I am one of less than 500 financial professionals to hold the Chartered SRI Counselor (CSRIC) designation, specializing in sustainable, responsible, and impact investments (SRI). These are investments that consider the environment as well as incorporate procedures and governance to not only generate a return for a client but also to make a positive societal impact.

Read Amber’s blog here: http://rising-financial.com/blog/

Sarah Gerber, CFP®, AFC®

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About Sarah Gerber, CFP®, AFC®

Whether it’s deciphering your stock compensation, deciding what to do with your new paycheck, determining how to invest your 401(k), deciding to pay down student loans or contribute to a Roth IRA, Momentum will show you how to navigate the personal financial world. I’ll help you get started on the right financial track for your future financial success.

After work, I’ll be running, reading, or playing with my baby daughter. Or possibly nerding out on biochemistry too 🙂

In addition, Momentum’s “Money & Marriage” program aims to help committed couples work through the challenges and financial planning opportunities that come with combining (or not combining) finances as they choose to get married (or not).

New grads and early career professionals are very underserved by the financial planning industry, especially if you don’t want someone else to manage your investments. Building your financial foundation shouldn’t be so hard, and I’m here to help change that. Let’s work to build your financial confidence and execute your plan together.