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

Advisor photo for Austin Arata

Austin Arata

MBA

Financial Advisor

Kinecta Wealth Management
Visit Austin Arata's website
Advisor photo for Casi DiLeva

Casi DiLeva

CRPC

Financial Advisor

Wealth Advisor
Kinecta Wealth Management
Visit Casi DiLeva's website
Advisor photo for Darin McLeish

Darin McLeish

AAMS®

Financial Advisor

Kinecta Wealth Management
Visit Darin McLeish's website
Advisor photo for Edwin Yi

Edwin Yi

MBA

Financial Advisor

Kinecta Wealth Management
Visit Edwin Yi's website
Advisor photo for Eric Schwartz

Eric Schwartz

Financial Advisor

Wealth Advisor
Kinecta Wealth Management
Visit Eric Schwartz's website
Advisor photo for Eric Johnson

Eric Johnson

Financial Advisor

Kinecta Wealth Management
Visit Eric Johnson's website
Advisor photo for Frank Azizi

Frank Azizi

APMA®, CRPC

Financial Advisor

Kinecta Wealth Management
Visit Frank Azizi's website
Advisor photo for Henry Narvaez

Henry Narvaez

Financial Advisor

Kinecta Wealth Management
Visit Henry Narvaez's website
Advisor photo for Justin Fleming

Justin Fleming

Financial Advisor

Kinecta Wealth Management
Visit Justin Fleming's website
Advisor photo for Kyle Cryer

Kyle Cryer

APMA®

Financial Advisor

Kinecta Wealth Management
Visit Kyle Cryer's website
Advisor photo for Rita Labeta

Rita Labeta

Financial Advisor

Kinecta Wealth Management
Visit Rita Labeta's website
Advisor photo for Sami Marie Harper

Sami Marie Harper

Financial Advisor

Kinecta Wealth Management
Visit Sami Marie Harper's website
Advisor photo for Sean Patikas-Hunter

Sean Patikas-Hunter

Financial Advisor

Wealth Advisor
Kinecta Wealth Management
Visit Sean Patikas-Hunter's website
Advisor photo for Sean Tompkins

Sean Tompkins

Financial Advisor

Kinecta Wealth Management
Visit Sean Tompkins's website
Advisor photo for Steve Lee

Steve Lee

Financial Advisor

Kinecta Wealth Management
Visit Steve Lee's website
Advisor photo for Taylor Cryer

Taylor Cryer

Financial Advisor

Kinecta Wealth Management
Visit Taylor Cryer's website
Advisor photo for Todd Augustine

Todd Augustine

Financial Advisor

Kinecta Wealth Management
Visit Todd Augustine's website


Our team

Donna McNeely

Donna McNeely

President

Greg Elia

Greg Elia

Senior Operations Leader,

Registered Principal Delegate
Whitney O'Quinn

Whitney O'Quinn

Regional Manager,

Financial Planning Manager