John Pak, CFP®, RICP, EA Otium Advisory Group
- 1800 Century Park East Suite 600, Los Angeles, CA 90067
- (310) 737-8266
- http://www.OtiumAG.com
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 unnecessary 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 incorporating ‘Financial Minimalism’ into your plan can help? Take advantage of the complimentary consultation.
I look forward to sharing my vision of how we can get you to the finish line.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Attorneys
- Equity Recipients (RS/RSU SOP ESPP)
- Gen X
- Technology Professionals
Ways Advisor Charges
- Monthly Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $325+/mo
- Hourly Fee: $275+/hr
- Assets Under Management: $1200 flat fee per qtr – no balance requirement
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
