Nagpur Investment：Investopedia 100 Top Financial Advisors of 2023

Standout Achievements

Founder & Managing Partner & CIO, The Bahnsen Group | Newport Beach, Calif.Nagpur Investment

Bahnsen regularly publishes financial education lessons on Youtube, and more recently launched economics courses for purchase, too.Pune Wealth Management

CEO & Senior Wealth Manager, International Private Wealth Advisors | Irvine, Calif.Kanpur Investment

Barajas is recognized for increasing financial education among Latino individuals, both in his client work at International Private Wealth Advisors and through his multiple published books, television appearances, and position as the first Latino on the Financial Planning Association’s National Board of Directors.

Chief Investment Officer, Mana Financial Life Design | Los Angeles, Calif.

Bucko is active in the advisor-focused community, XY Planning Network, and participates in a bi-weekly study group called growth-minded advisors.

Founder, Curtis Financial Planning, LLC | Oakland, Calif.

In addition to leading Curtis Financial Planning, Cathy Curtis regularly consults with and coaches female advisors on how to build an independent RIA practice and have a balanced life.

President & Founder, Empyrion Wealth Management Inc. | Roseville, Calif.

Kimberly Foss is recognized for her individualized strategy with her clients, which include affluent family stewards, women in transition, and thriving retirees.

President & Chief Advisor, Hendershott Wealth Management | San Jose, Calif.

Hilary Hendershott is recognized for her dedication to educating women on financial topics through her podcast for female entrepreneurs, Profit Boss Radio, her guest appearances in the media, and the webpage resource tool she created for working moms looking to improve their financial life.

Founder & CIO, Bay Street Capital Holdings | Palo Alto, Calif.

William Huston leads Bay Street Capital Holdings, one of the top 10 largest Black-owned  and diverse-led RIAs in the U.S., where he consistently promotes and advocates for diverse and emerging investment advisors.

CEO Mana Financial Life Design | Los Angeles, Calif.

Livadary not only leads her financial wellness–focused program, Mana Money School, she also provides financial education and empowerment to local charitable organizations and small businesses in order to improve financial confidence beyond her client base.

Chief Growth & Innovation Officer, MAI Capital | San Ramon, Calif.Simla Investment

In addition to his work with MAI Capital and his frequent appearances on prominent networks, McLean is recognized for his mission to connect financial advisors with one another and invest together to effect positive change in society.

Founder and Financial Advisor, Gen Next Wealth | Madera, Calif.

Miles-Mattingly co-founded the BLX Internship program, which places Black and Latino individuals at fee-only financial planning firms, and is also the host of Minority Money podcast, where he discusses finance, family, and education, and how all of these things affect your overall wealth.

Founder, Advize Wealth Management | Los Angeles, Calif.

Overweg is recognized for his work to educate financial advisors, specifically those who are new to this industry, which he does by hosting six virtual events per year for new advisors to network and learn with well-known leaders in the space.

Founder, Build a Better Financial Future LLC | Los Angeles, Calif.

In addition to his podcast On My Way to Wealth and speaking at industry events, Rosa promotes financial literacy through public speaking engagements, such as the National Association of Hispanic Real Estate Professionals and the Los Angeles AARP.

Founder & CEO, Define Financial | San Diego, Calif.

In addition to publishing consumer-facing educational content on his various platforms, Taylor Schulte co-hosts Kitces Summits, a twice-a-year learning event for practicing advisors.

Principal & CEO, Falcon Wealth Planning | Ontario, Calif.

Besides his work with Falcon Wealth Planning, Gabriel Shahin is the founder of the Financial Community Education Foundation, where he and his team teach financial literacy courses to the local community.

President, Ascent Wealth Advisors | Irvine, Calif.Varanasi Wealth Management

Jared Tanimoto is an active member of the FPA of Orange County (and was formerly the youngest president of his chapter), where he hosts free financial education webinars on a regular basis.

Founder & Financial Planner Modern Financial Planning | Oakland, Calif.

Troxell is recognized for his efforts to educate younger clients, as well as his volunteer work, which in 2023 included bringing together a group of advisors to volunteer time to help those affected by layoffs.

Founder and CEO, Ballast Point Financial Planning | Burlingame, Calif.

Shawn Tydlaska is recognized for co-founding the BLX Internship Program, which places Black and Latino individuals at fee-only financial planning firms to obtain their first job in the financial planning profession.

Founder & CEO, Yarnway Wealth Management | Sacramento, Calif.

Dasarte Yarnway is recognized for co-founding the ONYX Network, a membership organization that brings minority advisors together to start, scale, and sustain their financial planning practices.

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