Our advisors

Angela Dax

CFP®, CRPC, AAMS, APMA

Private Wealth Advisor

Managing Partner of Dax Wealth Management Group
Learn more about Angela Dax Visit Angela Dax's website

Jacob A Dax

CRPC, AAMS, APMA, CEPA®

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Jacob A Dax Visit Jacob A Dax's website

Alex Pao

CRPC, APMA

Financial Advisor

Learn more about Alex Pao Visit Alex Pao's website

Jean Ruimy

CRPC, CDFA®, APMA

Financial Advisor

Certified Divorce Financial Analyst
Learn more about Jean Ruimy Visit Jean Ruimy's website

Noah Kohl

BFA, APMA, CRPC

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Noah Kohl Visit Noah Kohl's website


Our team

CJ Jack

CJ Jack

Client Concierge,

Event Planner

Qualifications

  • Bachelor's Degree, Business Administration, California State University, Fullerton
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Taylor Dolenga

Taylor Dolenga

Operations Specialist