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

Contact this advisor

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…

  • If you are open to the idea of prioritizing, organizing, and purging, you will save time and money.
  • If you change the way you see things, you will change the way you do things.
  • If you find someone to go along with you on your financial journey, you will have more success.
  • 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.

Contact this advisor

Ideal Clients

  • Established Professionals
  • Gen X
  • Holistic Financial Planning
  • Mid-Career Professionals
  • Offers Free Assistance to Furloughed Government Workers

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $350+/month
  • Hourly Fee: $250/hr
  • AUM: $4200 flat fee

SEC Records

States Registered

  • California

Loading...