Scott Malbasa, CFP®, J.D.

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 Cho, CFP®

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 [...]

Erich Gebbie, CFP®, MBA

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 [...]

Wenwen Dong, CFA®, CFP®, MA

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 [...]

Alex Bartos, CFA®, CFP®

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 [...]

Alex Medin, CFP®

Alex partners with clients and their families to develop and execute comprehensive financial plans. Bringing nearly a decade of experience working in the SF Bay Area and Southern California, Alex [...]

Dustin Rue, CFP®, CPWA®

From a young age Dustin had a passion for all things investment. He’s worked as a financial advisor for over 16 years and has been a practicing CFP® certificant since 2018. Dustin enjoys getting [...]

Chance Leiseth, CFP®

As a financial advisor, Chance has over 10 years of experience working with high-net-worth individuals and families. He enjoys partnering with his clients to identify and create a roadmap to [...]

Jessica Roks, CFP®

A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Jessica has over 13 years of experience working with high and ultra-high net worth individuals and families in the areas of investments, [...]

Shannon Bene, CFP®, MBA, ECA

With over 20 years of experience, Shannon is committed to helping his clients and their families implement and maintain strong financial planning, investment management, tax minimization [...]