John Pak, CFP®, RICP, EA Otium Advisory Group

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About John Pak, CFP®, RICP, EA

My name is John C Pak, a Certified Financial Planner™ and founder of Otium Advisory Group. My mission is to share my unique, yet simple brand of financial minimalism with busy professionals who do not have the time to eat a proper lunch, let alone plan out their financial future. I will help you create simple solutions that are devoid of complications and complexities, filtering out unncessary noise.

Aside from my life-long devotion to personal finance, my other passion point is teaching. You can find me presenting a retirement course at CSU OLLI one day to conducting pro-bono workshops at a Los Angeles Public library the next day. I believe…

1) If you are open to the idea of prioritizing, organizing, and purging, you will save time and money.

2) If you change the way you see things, you will change the way you do things.

3) If you find someone to go along with you on your financial journey, you will have more success.

4) If you believe that taking action is better than creating the perfect plan, you are two steps closer to reaching your goals.

Curious to find out how I incorporate ‘Financial Minimalism’ into your plan? Take advantage of the complimentary consultation.

I look forward to sharing my vision of how we can get you to the finish line.

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Ideal Clients

  • Financial Coaching
  • Gen X
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $125+/mth
  • Hourly Fee: $250/hr
  • AUM:0.85%

SEC Records

States Registered

  • California

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