Our Primary Purpose

 Wealth Management that begins with you — Not your money

What We Strive For

Founded in 2013, our firm has always been driven by five pillars of value: honesty, transparency, communication, collaboration, and the utilization of technology. Our experienced professionals use cutting-edge software in tandem with our deep industry expertise and network to provide personalized financial solutions to our clients.

We specialize in tax, cash flow, and retirement planning, and we do so in order to provide our clients with the comfort and peace of mind they need to feel confident in their financial futures. As fiduciaries, one of our primary goals is to educate our clients so that they can have the knowledge to make informed decisions about their financial lives. We want our clients to understand the associated risks and rewards that come with each of our recommendations in their financial plans, and once they gain an understanding of how complex financial systems operate, we want them to feel empowered to execute those plans.

A Look Into Our Process

We begin our financial planning process with an in-depth period of assessment, where we learn about your life, family, hobbies, work, and current financial picture. Once we have begun to develop a relationship with you and decide that we are a good fit for each other, we will logistically organize all of your financial information through state-of-the-art financial planning software so that it can be assessed as a sum of the parts.
After we have analyzed all of your financial information, your advisor will personally develop a document that distills every thought, recommendation, and observation into bullet points for your review. Once you have approved the recommendations, we will begin to transfer assets, perform risk-related assessments, provide investment suggestions, and implement your financial plan. The process does not stop once the plan has been implemented, however – we are dedicated to providing you with an ongoing monitoring of your plan so that we can adjust as needed depending on a variety of factors that could change in your life. If our process and the services that we offer sound like they could be beneficial to you, please contact us and set up an appointment today to discuss how to get started preparing for your financial future.

The AFO team has over 100 years of combined fiduciary experience

Irene Apergis
COO & Compliance Officer
Cassandra Barry
Managing Director
Daniel Casey
Vice President
Sydney Craig
Operations Associate
Rory Henry, CFP®, BFA
Director
Mike Knittel
Portfolio Manager
Mark McCarron, CFP®, EA

Partner, Managing Director

Matt McEwen, AIF®
Vice President
Crystal McMahon
Managing Director
David Noble
Client Services Manager
Kristeen Parisi​
Operations Associate
Ben Porras, CFA
Managing Director
Michael Villarica
CTO
Diane Young, AIF®
Partner, Managing Director
Irene Apergis
COO & Compliance Officer
Cassandra Barry
Managing Director
Daniel Casey
Vice President
Sydney Craig
Operations Associate
Rory Henry, CFP, BFA,
Director
Mike Knittel
Portfolio Manager
Mark McCarron, CFP, EA
Managing Director
Matt McEwen, AIF®
Vice President
Crystal McMahon
Managing Director
David Noble
Client Services Manager
Kristeen Parisi​
Operations Associate
Ben Porras, CFA
Managing Director
Michael Villarica
CTO
Diane Young, AIF®
Managing Director

11:30

Wednesday, 6 July 2022

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4553 Glencoe Ave, Suite 201, Marina del Rey, CA 90292

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