Charles Malsbury, CFP®, MBA

About Charles Malsbury, CFP®, MBA

My goal is to help my clients reach financial independence as quickly as possible.

I provide high-quality financial planning and investment management for one sensible flat fee of $6,000 per year regardless of AUM. I believe that a flat fee retainer is the most sensible and fair way to charge for my services.

Grant Bledsoe, CFP®, CFA

About Grant Bledsoe, CFP®, CFA, CEPA, AIF®

Hi, I’m Grant Bledsoe.

I work with business owners & entrepreneurs across the country. I find that many business owners devote all their attention and energy to building a successful business, but all too often they neglect their personal finances in the process. I help my clients conceptualize their ideal life, and then help them arrange their business and financial puzzle to achieve it.

To do this my firm offers a few different services: comprehensive financial planning, investment management, and retirement plan management.

These services cover the spectrum of challenges that business owners typically face:

·Growing the value of your business & structuring a sound exit when you’re ready
·Minimizing your personal and business tax liabilities
·Protecting your personal and business assets against liability
·Building consistent cash flow to support your lifestyle
·Protecting your business against death, disability, or departure of one or more key people, including yourself
·Structuring your business in a way that supports & builds your personal wealth and ideal life

To deliver our planning services my firm has developed a process we call Confidence in Advanced Planning. Over the course of 3-5 initial meetings, we help our clients chart a course from where they are today to wherever it is they’d like to go in the future. Throughout the process we assess their financial strengths & vulnerabilities, answer any lingering questions, and build a step by step guide that will give them a very high chance of reaching their objectives. We then execute that plan over time, and make real time adjustments as our clients’ lives and the world around them evolve.

Here’s a little more about my background:

I started my career in finance at Charles Schwab after finishing my MBA, working on their institutional securities lending desk in both Denver and San Francisco. After seven years, I realized I wanted to help people more directly in an unbiased setting as a fiduciary. To do this I launched Three Oaks Wealth and structured it as a fee-only registered investment advisory firm. I’m not compensated by anyone but my clients directly, and am legally bound to act in their best interests.

On paper I hold the following credentials:
·CERTIFIED FINANCIAL PLANNER™ (CFP®)
·Chartered Financial Analyst (CFA)
·Certified Exit Planning Advisor (CEPA)
·Accredited Investment Fiduciary (AIF®)
·MBA from Ithaca College, concentrating in finance
·B.S. in Applied Economics, also from Ithaca College

On a personal note, I live in Sacramento, CA with my wife, two sons, and daughter. I’m a huge fan of the Seattle Mariners (and baseball in general), and love spending time outside & exploring the outdoors in our area.

If you’d like to chat about your financial situation, feel free to book some time on my calendar: https://calendly.com/grant-bledsoe-1/30min

You can also find my blog at https://www.abovethecanopy.us, and my podcast at https://www.growmoneybusiness.com.

Justin Waller, CFP®

About Justin Waller, CFP®

I ran my first financial projection at the ripe age of 11. I was trying to show my father the financial benefits of quitting smoking. While I was unsuccessful in my attempt, I look back on that as the first step on a long journey.

I started working in the mutual fund management industry in 1998. I enjoyed helping people improve their lives through their finances, but I wanted to have a more direct and personal impact. In 1999, I started training at the University of California, Davis in their CERTIFIED FINANCIAL PLANNER™ professional training program. This career path allowed me to directly help people achieve their personal goals.

After being recruited by a nationally known financial planning firm in early 2000, I was promoted to training manager before the end of the year. I obtained my Certified Financial Planner designation in the spring of 2003. After spending several years in a fee-based structure, I became a fee-only planner in 2009. I started my own firm in late 2014 to provide more independence and flexibility so that I could better serve my clients.

I enjoy working with active people who see their money as a means to do more with their lives. Whether you are involved in sports, like to travel, want to contribute your time to charitable organizations, or are an involved grandparent, I want to help make those things financially possible. I like to work with people who value a trusting relationship with a knowledgeable advisor.

As a six-time Ironman triathlon finisher, I enjoy living a multi-sport lifestyle, encouraging others to be active and take a healthy approach to work and to life.

I currently live in Northern California with my wife, and two wonderful children.

Read Justin’s blog here: https://wallerfc.com/blog/

David S. Meyers, CFP®

About David S. Meyers, CFP®

Started in the famed Arbitrage Group at Salomon Brothers in New York in 1993 and spent several years modeling complex structured fixed-income products, particularly focusing on mortgage-backed securities and the prepayment models. After that, various roles at a hedge fund and two institutional money management firms modeling securities and portfolios and focusing especially on risk management and quantitative measurement of security and portfolio performance.

In 2008, established Meyers Wealth Management as a fee-only planning firm dedicated to offering unbiased financial planning advice to everybody, primarily on an hourly basis at first, but later expanded to include retainer services and asset management services. In 2009, moved from Massachusetts to Palo Alto, California.

 

Gabriel Anderson, CFP®, CLU, ChFC

About Gabriel Anderson, CFP®, CLU, ChFC

Hey everyone, my name is Gabe and I run a westside Los Angeles based financial planning firm that serves Builders, Creators, and Educators both locally and virtually.

We specialize in and may be a good fit if you are:
A Creator: You work in entertainment in some fashion (writers, editors, musicians, producers, cinematographers, etc) and tend to have “lumpy” income. Advice often surrounds: cash flow/budgeting, incorporating, retirement planning, guild membership, pensions, and planning for future goals.

A Builder: You work in the tech space and/or run your own business. Advice often surrounds: stock compensation (ISOs, RSUs, NQSOs, etc), employee benefits, retirement planning, goal planning, values discussions, and cash flow/budgeting.
An Educator: You have worked or currently work in higher education. Advice often surrounds: pension planning, social security, 403b/457 plans, and unique employee benefits.

Crafted Wealth was founded in Venice, CA in 2015 and we currently work out of a home office on the Westside, 90066. We often meet our clients virtually but are available to meet in person locally at WeWork’s Playa Vista and Santa Monica locations. We’re also huge fans of coffee so we’re never opposed to an initial meetup at a local spot.

If any of the above seems intriguing and you’re ready to get to know each other and see if we’re a good fit, please head to our website to schedule a meeting at www.craftedwealthmanagement.com.

Looking forward to meeting you soon!
Gabe

Inga Timmerman, CFP®, Ph.D.

About Inga Timmerman, CFP®, Ph.D.

Do you know that being on top of your finances reduces stress and gives you a feeling of control over your life?
Are you ready to evaluate how your money life makes you happy (or unhappy)? Do you finally want to get to a point where money no longer keeps you up at night? Or are you a person who wants to make sure the money you do have takes you as far in life as it can?

I strongly believe that by combining the desire to succeed with financial preparedness, you can build and live the life that you want. If you are a person who believes that the more you know about money and the more you commit to staying on top of your finances, the easier your life becomes, then I really hope we can work together. Financial planning has its limitations, just like everything else in life. Striving for balance is important. Financial planners focus a lot on saving money, but the truth is that you need to live and enjoy your life and feel good about your money decisions. I hope to become your guide through that process.

 

Scott R. Frank, CFP®, CFA

About Scott R. Frank, CFP®, CFA

I’m the founder of Stone Steps Financial, a firm created to help young professionals and families, like my own, understand their financial lives and position themselves to reach their fullest potential.  I do this job because I love it.  I truly enjoy taking complex issues and helping clients understand them.

I live in a little beach town, Cardiff by the Sea, just north of San Diego with my wife, Amanda, our son, Lucas, and our dog, Maddie.  When I’m not geeking out on financial news or white papers you’ll find me surfing with friends (Stone Steps is named for a surf break just a few minutes north of my house), running along the Pacific Coast Highway, or spending time with my family.  I strongly believe in giving back to my community and currently serve on the board at Hanna Fenichel Center for Child Development.

My mission is to help you and your family as soon as possible in order to help you avoid the financial missteps that so many others make as they receive their financial education from the school of hard knocks. I’m here to serve and guide you along your own path, towards a life of financial freedom.

I am highly trained in the fields of financial planning and investment management having earned the Certified Financial Planner (CFP) designation as well as the Chartered Financial Analyst (CFA) charter in addition to nine years of experience at nationally recognized firms. I am well suited to help you and your family because I am in a similar position.  My wife, Amanda, and I are working toward our high earning years in which wealth starts to accumulate and I know first hand how important it is to set yourself, and your family, up for financial success now.

Andrew McFadden, CFP®

About Andrew McFadden, CFP®

Andrew McFadden, CFP®, was first inspired to become a financial advisor when he turned 18 and watched his father’s brokerage account get sawed in half during the dot-com bust of 2001. Over the next decade, he gained valuable experience working at several financial firms while pursuing his MBA, in an effort to better understand how to make smart investment choices.

After working four years for one global equity research firm in particular, Andrew decided that because it takes so much time and an enormous amount of resources to make good investment decisions, that he could best help clients by pointing them to the top portfolio management firms in the country, rather than trying to do it himself. In making this decision, Andrew realized he had significantly more time to spend with those clients, and began using that time to help them make smart decisions in all the other important areas of their financial lives.

This is the story of how Panoramic Financial Advice came to be. Panoramic works tirelessly to be a forward-thinking company, leveraging technology in all the firm’s operations in a effort to make the client experience seamless and convenient. We always put our clients first, regardless of income, assets, or Facebook status.

Aaron Hatch, CFP®

About Aaron Hatch, CFP®

Hi! I’m Aaron Hatch, CFP®, co-founder of Woven Capital. I help tech professionals (especially in the Bay Area) and clients local to my home base in Redding, California, make better decisions with their money. Through Woven Capital, I help clients break their financial goals into bite-sized to do’s and align their finances with their values.

My ultimate goal is to build a plan that takes every aspect of your life into account while freeing you from any previously held financial concerns. I want you to spend more time doing what you love, and less time wondering whether or not you’re making the right money moves.

With over 10 years of experience helping people with their money, I am proud to be a fee-only CERTIFIED FINANCIAL PLANNER™. I earned my Bachelor of Arts from Saint Olaf College, and earned my Personal Financial Planning Certificate from UC Berkeley.

Outside of work, I love to travel and enjoy seeing things take shape at home and in my local community, whether growing tomatoes in my garden or serving on local non-profit boards. Along with my wife, I helped established TEDxRedding in 2011 and continue to nurture the spreading of worthy ideas locally and globally.

 

Scott Draper, CFP®, CPA

About Scott Draper, CFP®, CPA

Scott has had an interest in finance and investing ever since his first job delivering newspapers when he was eleven years old. He grew up in the home of a physician and scientist, studied finance and accounting and worked in Silicon Valley for a few years. After all these experiences, he has settled into the profession he always envisioned.

He works with individuals and families in the medical, scientific and technology fields to understand their financial goals and dreams and develop a uniquely tailored financial plan. He strives to remove the pain points in his clients’ financial lives, increase their confidence about the future and reduce the costs associated with their financial decisions. He loves the opportunity to provide this service.

Scott is married and has four children. He enjoys music, along with his wife and daughter, and can sometimes be found building LEGOs with his three sons. He has also lived and traveled various places in the world and loves learning about history and culture.