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

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, CRPC

Financial 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