New Wave Financial Services

We are a modern financial services firm catering to tech employees and entrepreneurs. Tech professionals and entrepreneurs often have complicated financial lives. High rents, steep childcare costs, confusing equity compensation and hefty federal, state, and local taxes are often a given. Our vast experience in this industry allows us to help you deftly navigate these financial challenges. 

We work closely with you to discover your goals and needs and use that information to craft a customized plan created specifically for you. Since we know how busy life can get, we offer a variety of ways to meet, in-person or virtually. And we offer unlimited email support, so we are always here when you need us.

Our comprehensive approach to wealth management means we handle everything from tax preparation to financial planning.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

Call for an Appointment Redondo Beach, CA 90278-2747 Phone: (213) 263-4937

Primary Office

Call for an Appointment Redondo Beach, CA 90278-2747 Phone: (213) 263-4937