Financial Advisors

As a financial advisor, Jason strongly believes in having a commitment to his clients. Prior to joining Empirical, he worked in roles specializing in investments, trusts and estate planning for [...]

Joyce is a seasoned financial advisor with over 20 years of experience in personal finance and wealth management. She holds the CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial [...]

As an advisor, I strive to maximize my client’s wealth and minimize their worry. With 13 years of industry experience and over 17 years studying finance, I serve as the first resource my clients [...]

As an advisor with nearly a decade of experience, Yisha has worked with individuals across various generations and backgrounds to realize their financial goals through comprehensive planning. [...]

As an Estate Planning Advisor, Conner guides high-net-worth clients in transferring wealth with tax efficiency. He excels in his collaborative role with the advisory team, ensuring clients’ [...]

Scott brings over nine years of experience as a financial advisor, specializing in designing and implementing financial strategies that align with clients’ ambitions and aspirations. His [...]

Luke has 21 years of wealth management experience working with high-net worth clients and institutions.   Prior to Empirical, he worked for a large institutional money management firm where he [...]

As a financial advisor with over 15 years of experience, Charles has a sincere passion for helping clients navigate the complexity of their financial lives. Embracing a thoughtful, comprehensive, [...]

As a Financial Advisor, Erich takes a hands-on approach to implementing clients’ financial goals and strategies with great thoughtfulness. With over 20 years of experience working with [...]

As a financial advisor, Scott enjoys being an integral part of a client’s financial journey. Prior to joining Empirical, he spent 18 years working with individual investors, 401k Plan Sponsors, [...]

Wenwen started her financial planning career about seven years ago after her retirement as a professional dancer. She finds helping people with holistic financial planning to be especially [...]

As a Financial Advisor, Alex applies his skill set to help individuals and their families execute on customized financial plans to meet their goals and objectives. He has been in the investment [...]