Volunteer Financial Mentor

Thao Truong  Financial Mentor A LITTLE MORE ABOUT THAO:Thao is an Associate Wealth Advisor at Morton Capital. To Thao wealth means more than money. It is about having the privilege to live our life purpose with a joyful heart and enthusiasm—not stressing out about money, security, health, or relationships. It is about having the wisdom…

Volunteer Financial Mentor

Kevin Rex  Financial Mentor A LITTLE MORE ABOUT KEVIN:Kevin CFP® is a Wealth Advisor and Partner at Morton Capital. To Kevin wealth means experiencing life with those you love: skiing down a mountain in Utah, playing in the waves of Santa Barbara, or sitting around the fire pit in my backyard telling stories and laughing.…

Volunteer Financial Mentor

Rich Davtyan  Financial Mentor A LITTLE MORE ABOUT RICH:Rich CFP® began his career in wealth management in 2013. Prior to joining Mercer Advisors, he worked at a major insurance company as a Financial Planner. Rich holds a Bachelor of Science degree in Finance from California State University, Northridge. Rich resides in Los Angeles and when…

Volunteer Financial Mentor

Justin Shane  Financial Mentor A LITTLE MORE ABOUT JUSTIN:Justin Shane CFP® began his career in the financial services industry in 2013. He has a passion for helping families and individuals navigate financial decisions and achieve Economic Freedom. He holds a FINRA Series 65 license and is a member of the Financial Planning Association. Justin graduated…

Volunteer Financial Mentor

Grant Blindbury  Financial Mentor A LITTLE MORE ABOUT GRANT:Grant Blindbury CFP® is a and Partner at FMB Wealth. Grant began his career in the Investment Advisory industry in 2001 with Fields Financial Associates. As Fields Financial Associates grew, Grant eventually became a Partner in 2008 and the firm’s name was changed to FMB Wealth Management.…

Volunteer Financial Mentor

Rachel Shin  Financial Mentor A LITTLE MORE ABOUT RACHEL:Rachel is an Advisor at FMB Wealth. Rachel obtained her BA in Business Administration with an emphasis in Finance and Financial Planning from California State University, Fullerton in 2019, where she was the President of the Financial Planning Association. Rachel was also awarded a scholarship to be…