The Team

Kairos Wealth Partners
It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.

Our Advisors

Michael S Anton

Michael S Anton

Private Wealth Advisor

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Designations

ChFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

A.B. Economics, Harvard College, Cambridge, MA
CA Insurance #0774910 AR License #1267924

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Sean Blackwood

Sean Blackwood

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Saving for Education

Education

Pepperdine University BA Business Administration
CA Insurance #0I34604

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Giovanni Alvarez-Mena

Giovanni Alvarez-Mena

Financial Advisor

Scott Cohn

Scott Cohn

Financial Advisor

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Designations

MBA, APMA®

Top Areas of Focus

  • Investments
  • Insurance
  • Retirement Income Strategies

Education

MBA, Management, California State University, Northridge, 2013, B.S., Business, Emphasis in Business Law, California State University, Northridge, B.S., Business, Emphasis in Finance, California State University, Northridge, B.S., Business, Emphasis in Real Estate, California State University, Northridge
CA Insurance #0G42367

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Maria Tagliaferri

Maria Tagliaferri

Associate Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies

Education

BS - Business and Management, University of Redlands, 1991
CA Insurance #0H23663

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Melissa Oliver

Melissa Oliver

Associate Financial Advisor

Ryan Mcnicholas

Ryan Mcnicholas

Financial Advisor

Our Staff

Donna Nilson

Donna Nilson

Client Relationship Manager

Event Planner
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Qualifications

  • Marketing & Client Relationship Manager since 2001
  • Notary Public
Jayne Farb

Jayne Farb

Business Development Specialist

Noam Peleg

Noam Peleg

Administrative Assistant

Jacqueline Gaynor

Jacqueline Gaynor

Administrative Assistant