Dax Wealth Management Group

Advisors

Advisor photo for Angela Dax

Angela Dax

CFP®, BFA, CRPC, AAMS®

Private Wealth Advisor

Managing Partner of Dax Wealth Management Group
Visit Angela Dax's website
Advisor photo for Jacob A Dax

Jacob A Dax

CRPC, AAMS®, APMA®, CEPA®, BFA

Private Wealth Advisor

Managing Partner of Dax Wealth Management Group
Visit Jacob A Dax's website
Advisor photo for Jean Ruimy

Jean Ruimy

BFA, CRPC, CDFA®, APMA®

Financial Advisor

Certified Divorce Financial Analyst
Visit Jean Ruimy's website
Advisor photo for Noah Kohl

Noah Kohl

BFA, APMA®, CRPC

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Noah Kohl's website


Team

Therese Jasso

Therese Jasso

Client Service Specialist

CJ Jack

CJ Jack

Client Concierge,

Event Planner

Qualifications

  • Bachelor's Degree, Business Administration, California State University, Fullerton
View more
Taylor Dolenga

Taylor Dolenga

Operations Specialist