Dax Wealth Management Group

We help empower busy clients with competing priorities to make informed financial decisions. We believe that busy people with very full lives are constantly making choices or sacrifices because they cannot do it all. We help you manage your financial decisions to hopefully free up time so you can focus more on what you value most. Our passion comes from understanding what's truly important to you. We love what we do; we can help you take action by making more informed financial decisions.


Advisors

Angela Dax

Angela Dax

CFP®, CRPC®, AAMS®, APMA®

Private Wealth Advisor

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

Jacob A Dax

CRPC®, AAMS®, APMA®

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Jacob A Dax's website
Marysol Flores

Marysol Flores

CFP®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Marysol Flores's website

Team

Tyler Law

Tyler Law

Operations Manager

Qualifications

  • Bachelors Degree, Business Economics, UC Santa Barbara
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CJ Jack

CJ Jack

Client Concierge,

Event Planner

Qualifications

  • B.A. Business Administration, California State University, Fullerton
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Taylor Dolenga

Taylor Dolenga

Operations Specialist