OWL Wealth Management

Our team looks to help clients feel more confident when making financial, retirement and lifetime decisions. We strive to provide a consistent and holistic experience for our clients.

close

Team photo for OWL Wealth Management
Team photo for OWL Wealth Management

View Larger


Advisors

Brian Wilverding

MS, CFP®, CRPC

Associate Manager

Managing Director
Visit Brian Wilverding's website

Nikolas H Okita

CRPC, AAMS, AWMA

Private Wealth Advisor

Managing Director
Visit Nikolas H Okita's website

Jean-Charles Lebours

CRPC, APMA

Private Wealth Advisor

Managing Director
Visit Jean-Charles Lebours's website

Kenneth Lee

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Kenneth Lee's website

Ying Wang

APMA, CRPC

Financial Advisor

Vice President
Visit Ying Wang's website

Todd Volkart

APMA

Financial Advisor

Managing Director
Visit Todd Volkart's website


Team

Diego Cappiello

Diego Cappiello

Registered Practice Associate

Karen Yi

Karen Yi

Registered Practice Associate,

Practice Manager

Qualifications

  • B.A. Psychology, University of California, Los Angeles
View more
Heidi Martinez

Heidi Martinez

Registered Client Service Associate,

Practice Manager
Ricardo Romero

Ricardo Romero

Client Service Associate