John Pak (BA, CFP®, EA, RICP®)

John Pak focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Every minute, every day, we're bombarded with endless amounts of data. However, not all information is relevant nor important; and to make it even more challenging, most of the information we are fed may not even be accurate. I will help you create simple solutions that are devoid of complications and complexities, filtering out the unnecessary noise.

My name is John C. Pak, a Certified Financial Planner™ and founder of Otium Advisory Group based out of Los Angeles. My mission is to share my unique, yet simple brand of financial minimalism, which will help you organize, simplify, and manage your personal finances resulting in more time and money for you to do what you want to do and not need to do.

 

 

Additional Information

·       If you are open to the idea of prioritizing, organizing, and purging, you will save time and money. 

·       If you change the way you see things, you will change the way you do things.

·       If you find someone to go along with you on your financial journey, you will have more success.

-       If you believe that taking action is better than creating the perfect plan, you are two steps closer to reaching your goals.

Curious to find out how incorporating ‘Financial Minimalism’ into your plan can help? Take advantage of the complimentary consultation.

I look forward to sharing my vision of how we can get you to the finish line.

NAPFA Start Date

January 03, 2017

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This Office

1620 S Bentley Ave Apt 203 Los Angeles, CA 90025-7507 Phone: (562) 294-1781