Ojai Private Wealth Advisors

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Advisors

Advisor photo for Anna Kotula

Anna Kotula

CRPC

Financial Advisor

Visit Anna Kotula's website


Team

Simran Grover

Simran Grover

Client Service Specialist

Margaret Bungard

Margaret Bungard

Client Service Specialist