An experienced advisor can help you design a customized financial strategy that strives to grow and protect wealth, generate income and leave a legacy for future generations.

At Kinecta Wealth Management, our core philosophy revolves around goal-based financial planning. Our experienced advisors collaborate closely with clients to create customized programs that adapt with your changing needs. Establishing a line of open communication allows us to provide you with access to specialized resources to help pursue your goals.

We are driven by the values of trust, honesty, and integrity, firmly believing values matter in everything we do. You can trust our dedicated team will provide the guidance and support necessary to help you navigate your financial journey with confidence.


Our advisors

Austin Arata

MBA

Financial Advisor

Learn more about Austin Arata Visit Austin Arata's website

Casi DiLeva

CRPC

Financial Advisor

Wealth Advisor
Learn more about Casi DiLeva Visit Casi DiLeva's website

Darin McLeish

AAMS®

Financial Advisor

Learn more about Darin McLeish Visit Darin McLeish's website

Edwin Yi

MBA

Financial Advisor

Learn more about Edwin Yi Visit Edwin Yi's website

Eric Schwartz

Financial Advisor

Wealth Advisor
Learn more about Eric Schwartz Visit Eric Schwartz's website

Frank Azizi

APMA®, CRPC

Financial Advisor

Learn more about Frank Azizi Visit Frank Azizi's website

Donna McNeely

President

Learn more about Donna McNeely


Our team

Frank Rehhaut

Frank Rehhaut

Program Manager,

Vice President of Kinecta Wealth Management
Greg Elia

Greg Elia

Senior Operations Leader,

Registered Principal Delegate
Whitney Bullock

Whitney Bullock

Regional Manager,

Financial Planning Manager