Who we serve

In short, we cater our services to busy Gen-X and Y professionals to mid-career to executives.
John Pak, CFP

I understand what busy professionals go through. My wife and I have been working in our respective industries for the past 18 years. I started my career back in 1999 working in the banking industry and worked in all capacities under the finance umbrella – banker, trader, analyst, researcher, consultant, advisor, and now a planner. It has been a few years since I’ve left behind the corporate setting, but my wife who started her career about the same time working in the marketing industry, now Vice President at a major advertising firm, still works 60 hours a week and barely finds the time to eat, let alone the time to manage her finances.

Again, I know what busy professionals go through and what they are capable of: they have the know-how, but they lack the time and the energy to act.

As they say – It takes one to know one.

Otium Awaits

If you're ready to start a conversation about your financial life, schedule a complimentary introductory meeting with us today!

Otium Awaits

If you're ready to start a conversation about your financial life, schedule a complimentary introductory meeting with us today!

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