Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Hello. We’re Equalis Financial and we have the financial help you’re looking for.
Focused whole-heartedly on the principle of equality, we’re an independent, fee-only firm specializing in financial planning and investment management services for the LGBTQ community, women, and young professionals.
We believe such individuals deserve fair access to financial advisement that fits their unique needs with sexual orientation, marital status, or net worth appearing as no basis for discrimination. This is too often the case in the black-and-white world of financial planning, but not here.
Brandon Averill (CRD# 5781614) is an Investment Advisor Representative working AWM Capital a division of Penniall & Associates in Pasadena, CA and has over 5 years of experience in the finance industry.
Bonar Chhay (CRD# 5037260) is an Investment Advisor Representative working at Felicitas Investors LLC in Los Angeles, CA and has over 10 years of experience in the finance industry. Mr. Chhay specializes in alternative investments.
Bonnie Yam (CRD# 4465731) is an Investment Advisor Representative working at Pension Maxima Investment Advisory, Inc. in Arcadia, CA and has over 16 years of experience in the finance industry.
John Agnew, CFP®, CDFA®, CRPC®.
John Agnew is a CERTIFIED FINANCIAL PLANNER™, as well as CERTIFIED DIVORCE FINANCIAL ANALYST™.
John Agnew (CRD# 6383962) is an Investment Advisor Representative working at Morgan Stanley Wealth Management in Pasadena, CA. He specializes in comprehensive financial planning as a fee-based advisor. He also manages investment portfolios, advises on qualified retirement plans and other aspects of financial management.
John is 2017/2017 President-Elect of the Financial Planning Association of Los Angeles, and serves on the board of Safe Place For Youth, a...
Calvin Chambers (CRD# 1646974) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pasadena, CA and has over 30 years of experience in the finance industry.