Elevation Wealth Partners, LLC

Andrew Kirchner is a financial advisor at Elevation Wealth Partners, LLC in Walnut Creek, CA, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at ZRC Wealth Management, Assetmark Financial, Envestnet, and FDx Advisors. Elevation Wealth Partners serves individuals, families, trusts, pension and profit-sharing plans, and small businesses with fee-only investment advisory, discretionary portfolio management, and comprehensive financial planning. The firm emphasizes an allocation-driven investment approach based on efficient-market principles, using diversified, low-cost mutual fund and ETF portfolios, and integrates tax and accounting services through an affiliated CPA practice.

Devin Hanson is a CFP® professional with 10 years of industry experience, currently serving at Elevation Wealth Partners, LLC. His prior roles include positions at Wealth Enhancement Brokerage Services, Wealth Enhancement Advisory Services, Financial Advocates Investment Management, and LPL Financial, LLC. Elevation Wealth Partners serves individuals, families, trusts, pension and profit-sharing plans, and small businesses with fee-only investment advisory, discretionary portfolio management, and comprehensive financial planning. The firm’s investment approach emphasizes diversified, low-cost institutional mutual fund and ETF portfolios based on efficient-market principles, with integrated tax and accounting services through an affiliated CPA practice.

Ryan Kosakura is a CFA® charterholder with 11 years of industry experience. He is currently a financial advisor at Elevation Wealth Partners, LLC and has been with ZRC Wealth Management since 2014. Elevation Wealth Partners serves individuals, families, trusts, pension and profit-sharing plans, and small businesses with fee-only investment advisory, discretionary portfolio management, and comprehensive financial planning. The firm employs an allocation-driven investment approach based on efficient-market principles, emphasizing diversified, low-cost mutual funds and ETFs, and integrates tax and accounting services through affiliated specialists.

Barry Mendelson is a CFP® professional with 14 years of industry experience, currently serving at Elevation Wealth Partners, LLC. He has been with Zrc Wealth Management since 2014. Elevation Wealth Partners serves individuals, families, trusts, pension and profit-sharing plans, and small businesses with fee-only investment advisory, discretionary portfolio management, and comprehensive financial planning. The firm employs an allocation-driven, efficient-market approach using diversified, low-cost mutual funds and ETFs, and integrates tax and accounting services through affiliated specialists.

Samara Hanson Velloo is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at Global Retirement Partners, LLC and LPL Financial. Samara's background also includes experience with the Blasingame Family and Sonoma State University. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Stephen Block is a CFA® charterholder with 20 years of industry experience. He is currently with Elevation Wealth Partners, LLC, where he has worked since 2023, following an 18-year tenure at Phocas Financial. Elevation Wealth Partners serves individuals, families, trusts, pension and profit-sharing plans, and small businesses with fee-only investment advisory, discretionary portfolio management, and comprehensive financial planning. The firm’s investment approach is allocation-driven and based on efficient-market principles, focusing on diversified, low-cost mutual fund and ETF portfolios with regular monitoring and rebalancing.