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Jordan Naffa
MBA, MS-PFP, CFP®, CPRC®
Arista Wealth Management
Arista Wealth Management was founded on a simple yet powerful principle: to serve each client according to their unique needs, goals, and values. Our team is made up of highly skilled professionals...
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Ryan Veldhuizen
CFP®
Catalyze Wealth Management
To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts to ensure that you understand how any event or opportunity you encounter impacts the big picture...
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Fernando Davila III
LPL Financial - DBA JD Prime Investment Services
If you're just now starting to save, thinking about retirement, or have had many years of investment experience, you may quickly get overwhelmed with the amount of planning required to do things...
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Marcus Luckeneder
CFP®, AAMS®
Validus Financial Associates
Here at Validus Financial Associates, we are a team of financial planners that have been working together since 2011, and some of us together much longer. We have over 100 years of collective...
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Robert Stone
Bullseye Investment Management
For more than 23 years, Bullseye has guided successful individuals and families with strategies built on clarity, discipline, and fiduciary care. Founded with one purpose, to provide truly...
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Jason Crawshaw
CPA
William Allan, Inc.
Established in 2004, The William Allan Corporation is a veteran owned, SEC registered independent investment advisory firm committed to a singular mission: empowering our clients to achieve their...
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Latest Blog
5 min read
12 Jan 2026
Financial Advisor Interview Tips
When meeting potential financial advisors, approach the first discussion like an interview. Ask questions that help you assess their ability to manage your finances appropriately. A good advisor will ask you about your goals, your current financial situation, future plans, and comfort with risk so they can begin shaping an...
12 min read
09 Jan 2026
What are Financial Advisor Disclosures and Why Do They Matter?
Isn’t it always better when you know what to expect? When you buy a house, you want to know whether the neighbourhood suits your vibe. When you plan a vacation, you check if the destination has good places to eat and things to do before booking your tickets. Even at...
11 min read
08 Jan 2026
Do I Need a Financial Advisor or an Accountant?
Financial planner vs accountant, which one should you choose? If you are stuck between the two, the first step is to slow down and understand what each professional actually does. Both play essential roles in your financial life, but the services they offer can significantly differ. A financial advisor offers...
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One premise I tell my clients up front is, "Don't believe anyone who tells you they are totally objective...
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What do you do before you visit a doctor? Understand your condition, prepare for all the questions that...
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Planning for retirement and growing your wealth is critical to achieving your financial aspirations...
Portfolio Managers vs. Investment Advisors: How Do the Two Differ?
When it comes to building and handling a portfolio, it often feels like a two-person job...
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