Octavia Wealth Advisors

Please join us in welcoming Noah Stomberg to the Octavia team! Noah serves as a wealth advisor in our Los Angeles office, specializing in financial planning for the education and entertainment sectors. His dedication to fostering lasting client relationships and innovative problem-solving skills make him a fantastic addition to our team. Get to know Noah and learn more about his experience: https://lnkd.in/gQHZJ3xS Welcome aboard, Noah! #happyoffice #officelife #officeteam #losangeles _____ Octavia Wealth Advisors, LLC is a Registered Investment Advisor. Please visit our website for important disclosures: https://lnkd.in/eUkuRm-t

Today we’d like to highlight one of our delightful new hires, April Esparza! She serves as an executive assistant in our San Diego office and believes in creating exceptional client experiences. By building strong relationships based on trust and understanding, April plays a key role in creating a positive workplace culture for everyone. Learn a little more about her experience and hobbies: https://lnkd.in/gdbn5EqE Welcome to the Octavia team, April! #happyoffice #officelife #officeteam #sandiego _____ Octavia Wealth Advisors, LLC is a Registered Investment Advisor. Please visit our website?for important disclosures: https://lnkd.in/eUkuRm-t

Over the years, Octavia Wealth Advisors has helped many investors navigate their way through various life stages and achieve their financial goals. An important part of that journey has been sharing ways to prevent, or recover from, mistakes that could get in the way of their success. Diligence is key to financial stability, and although every investor is different, there are a few missteps we see more frequently than others. Here are five common mistakes we’ve seen investors make when managing their money and how you might be able to avoid them. _____ Octavia Wealth Advisors, LLC is a Registered Investment Advisor. Please visit our website?for important disclosures: https://lnkd.in/eUkuRm-t

Wishing a very happy and healthy Mother's Day to the caregiving women in our lives, including all the multi-tasking working moms, soon-to-be moms, single moms, and those with angel babies. ?? #happymothersday #mothersday #mothersday2024 _____ Octavia Wealth Advisors, LLC is a Registered Investment Advisor. Please visit our website?for important disclosures: https://lnkd.in/eUkuRm-t

The average woman in the U.S. is likely to live a long life—about six years longer than a man—so preparing for the many years ahead can be critical. Yet, studies show that women often lag behind men when it comes to planning for retirement. This is especially true of women in the baby boom generation, who now range in age from 59 to 77. But younger women also face challenges when it comes to achieving financial security. Women have the motivation, the ability and, increasingly, the opportunity to overcome the obstacles that historically have put their financial security at risk. Our blog details the barriers women are facing + what they can do to improve the chances of achieving lasting retirement success ?? https://bit.ly/44fzmsz _____ Octavia Wealth Advisors, LLC is a Registered Investment Advisor. Please visit our website?for important disclosures: https://bit.ly/3CWjxdJ

Wishing a healthy and joyous #Passover to all of our loved ones and clients who celebrate the season. ?? _____ Octavia Wealth Advisors, LLC is a Registered Investment Advisor. Please visit our website?for important disclosures: https://lnkd.in/eUkuRm-t

Spring has sprung! It's the perfect time to freshen up your finances and clean away the cobwebs of winter woes. Don't miss this checklist of 12 activities that may help water your money tree and plant the seeds of new growth. ? Refresh your budget, accounting for any income changes since January ? Tidy up your investment portfolio for best potential tax-efficiency ? Declutter your debt + create a debt payoff plan ? Prune your paperwork + digitize ? Clean up your credit score and credit report ? Cut wasteful spending on unused memberships and subscriptions ? Feed your emergency fund and retirement accounts ? Enrich your savings in a high-yield savings account ? Groom your summer spending for any planned vacations ? Take inventory of your insurance coverage, keeping only what you need ? Cultivate the beneficiaries of your retirement account(s) ...and, finally, grow your financial wellness with both fresh and evergreen insights from our Octavia experts: https://bit.ly/3PRNy56 (Source: Forbes) _____ Octavia Wealth Advisors, LLC is a Registered Investment Advisor. Please visit our website?for important disclosures: https://bit.ly/3CWjxdJ

It's America Saves Week! ?? There's no better time to check in with your retirement savings progress. Depending on your age, you may want an evolving strategy when it comes to saving and investing. You can use the following checkpoints as a guide for your retirement savings journey in your 30s, 40s, 50s, and 60s. If all this planning seems like overload, a great option may be checking in with a trusted advisor to help balance your income, goals, and priorities. Your pathway to an ideal retirement starts with personalized guidance and we pride ourselves on helping you retire with meaning and purpose: https://lnkd.in/eVFrfPC4 (Source: Bankrate) _____ Octavia Wealth Advisors, LLC is a Registered Investment Advisor. Please visit our website?for important disclosures: https://lnkd.in/eUkuRm-t

You're not born with financial literacy, it has to be learned. If financial conversations were taboo in your household growing up, you may be learning (and un-learning) some money mantras and habits as an adult. You have the POWER to seek financial education, no matter your age or income status. We're fierce advocates for hard-working individuals like you owning their money power and making financially literate decisions to reach long-term life goals. If you have a big life change coming up (new baby, new home, new job, new marriage), here are five reasons why Octavia wants to be on your side: https://lnkd.in/d-if2Za (Source: Investopedia) _____ Octavia Wealth Advisors, LLC is a Registered Investment Advisor. Please visit our website?for important disclosures: https://lnkd.in/eUkuRm-t

Historically, financial matters have been viewed through a gendered lens. The messaging that women are less experienced and capable when it comes to investing perpetuates the cycle. But you are empowered to break that cycle and stand in your financial freedom. Just getting started? Look over this 7-step investing guide. Ready to take it to the next level? Schedule a complimentary chat with one of our trusted Octavia advisors who can design a customized portfolio that aligns with your financial goals: https://bit.ly/3E2lzt2 #genderinvestinggap #womenwhoinvest #womensfinances (Source: Forbes) _____ Octavia Wealth Advisors, LLC is a Registered Investment Advisor. Please visit our website?for important disclosures: https://bit.ly/3CWjxdJ