The Team

Kairos Wealth Partners
If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

Michael S Anton

Michael S Anton

Private Wealth Advisor

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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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Bill Barry

Bill Barry

Private Wealth Advisor

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Designations

MBA, CKA®

Top Areas of Focus

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

Education

B.S., Business/Finance, 1980, University of Southern California, MBA, 1988, California State University, Northridge
CA Insurance #0777390

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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

Maria Tagliaferri

Maria Tagliaferri

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

Financial Advisor

Our Staff

Donna Nilson

Client Relationship Manager

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Roles & Responsibilities

  • Notary Public

Jayne Farb

Business Development Manager

Ryan McNicholas

Financial Planning Analyst

Donnell Leitner

Administrative Assistant

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Roles & Responsibilities

  • Notary Public