How much should I keep in savings?
I’ll help you think through your near-term needs and longer-term goals to understand where saving ends and investing might begin.
AIM × FIRE / YOUR LIFE. YOUR TERMS.
Aim for
financial
independence.
I manage your investments, with two personal reviews each year to connect your portfolio to what matters—and a life with more choice.
Book a free conversationA conversation is a good place to start.
FIRE
Financial Independence, Retire Early.Freedom to choose what comes next.
BUILT AROUND YOUR HORIZON01 — THE PATH FORWARD
IS THIS FOR YOU?
Building your career.
Figuring out your money.
You’ve invested in your education and career. Now you’re earning more—and wondering how to make the most of it.
I work with professionals in their 20s and 30s who want a clearer starting point for saving, investing, and building more choice into their future.
No investing experience required.01 / QUESTIONS I CAN HELP WITH
Start with
your questions.
You don’t have to figure it all out at once. Tell me what’s on your mind, and I’ll help you find a starting point.
Where do I start with investing?
I’ll walk you through the basics—accounts, funds, and risk—in plain English, with space to ask every question.
Am I making the most of my 401(k)?
I’ll help you make sense of your workplace retirement options, including contributions, employer matching, and investment choices.
02 / HOW I CAN HELP
Your portfolio.
Ongoing attention.
I manage your investments on an ongoing basis, with two personal reviews each year to discuss your portfolio and your goals.
Start with a free conversationInvestment management
I manage your investment portfolio as an ongoing service, so you have someone to turn to about your investments.
Two personal reviews each year
Twice a year, I review your portfolio with you, talk through your questions, and discuss changes in your goals or circumstances. Your scheduled meetings are separate from my ongoing portfolio management.
A SIMPLE ANNUAL FEE
1%per year
Of the investments I manage for you, billed quarterly. Investment management and your two personal reviews are included, with no separate meeting fee.
For example, a $25,000 portfolio at an unchanged value would cost $250 per year, or $62.50 per quarter, in advisory fees.
Underlying fund expenses and any applicable brokerage or account charges are separate.
03 / YOUR FIRST CONVERSATION
Let’s start
with you.
A chance to tell me about your goals, ask questions, and see whether working together feels right.
- Time
- 30 minutes
- Cost
- Free
- Format
- In person or by phone
Start with your story.
I’ll listen to what prompted you to reach out, what matters most, and what you’d like to accomplish.
Put the pieces together.
I’ll help you sort through your priorities and identify the financial questions you’d like to explore in more depth.
Find your next step.
I’ll explain how I work and what a potential engagement would involve, so you can decide whether it feels like a fit.
04 / MEET ADAN
A real person.
A clear conversation.
You don’t need the right terminology.
Just a place to start.
Adan Salcedo, CFA, CPA
UCLA graduate Harvard MBA
- CFA charterholderChartered Financial Analyst
- CPACertified Public Accountant
Hi, I’m Adan. I’ve worked in accounting at EY, mergers and acquisitions at BDO, and strategy consulting at Boston Consulting Group.
I graduated with Latin honors in Business Economics from UCLA and earned my MBA at Harvard Business School. My aim is to make financial conversations approachable and connect your money decisions to the life you want to build.
Whether you’re new to investing or unsure what to ask first, you’re welcome to start with the basics.
Have a conversation with meA FEW THINGS TO KNOW
Let’s make the
first step simple.
How do I book an appointment?
Use the booking button below to email me. Your first conversation is free and lasts 30 minutes, in person or by phone. Share what you’d like to discuss, your preferred format, and a few times that work for you. I’ll confirm the time and, for an in-person meeting, the location by email.
What should I bring to a first conversation?
Bring your questions and a sense of your goals. You don’t need to have everything organized before reaching out. Please avoid sending account numbers or sensitive financial documents by email.
How much does investment management cost?
My advisory fee is 1% per year of the investments I manage for you, billed quarterly. That includes ongoing investment management and two personal reviews each year, with no separate meeting fee. Underlying fund expenses and any applicable brokerage or account charges are separate. I’ll explain the fees before you decide to work with me. Your initial 30-minute conversation is free.
BUILD TOWARD MORE CHOICE
Your future.
On your terms.
Start with a free, 30-minute conversation, in person or by phone. Tell me what’s on your mind, your preferred format, and a few times that work for you.
Email to book your free conversation Adansalcedo90@gmail.comOpens your email app. Time and meeting details confirmed by email.