Let’s Weather The Storm Together.
In a world shaped by Covid, inflation, market swings, and global uncertainty, our mission hasn’t changed: turning complex financial challenges into clear, actionable plans. We help you stay focused, save time, and prepare with confidence for whatever comes next
Our Philosophy
Our Philosophy
Our Planning Style
Our Planning Style
We Are Otium
Our Promise to You
Our Promise to You
Our Process
Our Process
About
We Are Otium
Otium comes from Latin, meaning leisure, retreat, or freedom. It’s more than rest—it’s the freedom to engage in what truly matters: meaningful pursuits, personal growth, and reflection. In short, it’s the stage of life when you spend time doing what you want to do, not what you need to do.
Our mission is simple: to help you get there.
Advisory Services
At Otium, we offer three core services—Financial Planning, Investment Management, and Tax Preparation—working together to guide every step of your financial journey and keep you confident for the future.
Financial Planning
Financial Planning
Investment Management
Investment Management
Tax Preparation
Tax Preparation
Empowering Your Financial Journey
Who We Serve
We cater to busy Gen-X and Y professionals living and/or working in Los Angeles, who seek fee only, fiduciary advice
What We Do
Whether it’s retirement planning, investment management, or everything in between, our focus is on building a strategy that works together seamlessly.
Why We Exist
Smart financial planning shouldn’t come with a price tag of exclusivity. You need solutions that work for real life—not just for those with a high net worth.
Recent Blog Posts
Investing in Bonds: What does that mean?
Investing in bonds is different from investing in stocks. Stocks represent ownership in a company. But bonds represent loanership. In other words, bondholders are loaning the company or government entity money for a fixed period of time. And in return, bondholders receive interest during the period in which they own the bond and the face […]
Stock Compensation: A Primer
There are several types of stock-based compensation offered by companies to attract and retain employees. But the three most common types of stock compensations that I run into are restricted stock units (RSUs), incentive stock options (ISOs), and non-qualified stock options (NQSOs). The objective of this article is to help you gain foundational knowledge of […]
Smart money moves in bear market
On September 30th, the S&P 500 closed at 3585.62 – down 23% year to date. The bears are here, and we have no idea how long it will be before the bulls return. While looking at retirement or brokerage account statements may not be the most gratifying experience these days like it was in 2021, […]
Upcoming Speaking Events
What do you really know about RMDs?
- September 17, 2025
- 10:00 am
- - 11:50 am
How is your RMD doing?
- October 8, 2025
- 11:00 am
- - 12:30 pm
Our Partners
Get In Touch With Us
Ready to secure your financial future? We're here to help you navigate every step of your journey.
