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 15 years of experience in the finance industry.
Stephen Rischall (CRD# 5215325) is an award winning fiduciary financial adviser, he has been featured in the Wall Street Journal, Los Angeles Times, InvestmentNews and several other media outlets. Stephen is the co-founder at 1080 Financial Group, a fiduciary financial advice firm for the modern investor.
Richard Winer (CRD# 2317830) is the founder, president and CEO of Winer Wealth Management, Inc. in Woodland Hills, CA and has over 21 years of experience in wealth management and financial planning.
As president and CEO of Winer Wealth Management, Rich oversees the financial affairs of a select group of individuals and families in Los Angeles and throughout the United States. His clients include actors, composers, producers, directors, managers, agents and musicians, as well as successful professionals, retirees and business owners from outside the entertainment industry. As a former professional...