My wife and I run our financial planning practice, Grounded Wealth Advisors LLC, focused on helping families build both personal and generational wealth.

I specialize in helping educators, public employees, and non profits make the most out of the money they work so hard to earn. 

Oftentimes, these incredibly important people are overlooked by the financial planning industry. My goal is to reverse this trend and help the people that contribute so much to our community achieve the financial prosperity they deserve.

I'm Brandon Chhan, a Wealth Manager at Cetera Investors. With a degree from the University of California, Riverside, I bring a personalized approach to financial planning and investment strategies, helping clients pursue their unique goals. Outside of work, I enjoy exploring new restaurants, traveling for free with the help of credit card points, and pursuing photography. Committed to excellence, I empower clients to make informed financial decisions, providing the guidance they need to navigate the complexities of wealth management.

My name is Max and I am a Client Services Assistant with Cetera Investors. I grew up in Covina, California and obtained my degree In Business Administration with a focus in Finance and Management from the University of La Verne. My favorite part about working with our financial planning team is creating a relationship with clients so that they feel comfortable coming to the team for help in their financial journey. Outside of the office I enjoy cars, being in the gym, and playing soccer.

My husband, Alex, and I have the privilege of running our financial planning practice, Grounded Wealth Advisors LLC, that focuses on helping families build lasting wealth.

As a Certified Financial Planner, I specialize in supporting women through major life transitions so they can make clear, confident decisions with their money. That work is personal to me because I come from a line of strong women who took big risks without much guidance. My grandmother immigrated from the Philippines alone to create opportunity for her family, and her courage shaped the life we have today.

I love getting to be a steady, trusted partner for women navigating their own pivotal seasons.

A big part of my life that informs my work with clients is my role as a mom to my 2 year old daughter, Frankie, and our soon to be newborn!

My name is Dianna and I am a Client Services Associate with Grounded Wealth Advisors. I grew up in New Jersey and moved to California in 2019. With a bachelor’s in acting, a master’s in public administration and leadership experience across the arts, non-profit, and financial services, I bring a broad range of service-oriented experience and a creative approach to finding solutions. I am currently pursuing CFP® certification and completing the required coursework through a CFP Board–Registered program. I am also a member of SAG-AFTRA and AEA.