Liberty Wealth Management, LLC

Lucas Mc Nulty is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 designation. He has been with Liberty Wealth Management since 2022, with intermittent periods of employment at the firm and prior experience including work at Tilden Golf Course and the University of California Los Angeles. Liberty Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and other business entities. The firm focuses on long-term, asset-allocation driven portfolios guided by modern portfolio theory and uses institutional mutual-fund share classes, third-party manager referrals, and access to private-market investments and alternative strategies.

David Hollander is a financial advisor with Liberty Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He is also the owner and managing partner of Hollander & Hollander, PC, a law firm specializing in estate planning, litigation, elder law, and tax planning. Outside of his advisory and legal work, he serves on the finance committee of the Julia Morgan School and is involved as an owner and board member of a private racecar club. Liberty Wealth Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and other business entities. The firm emphasizes long-term, asset-allocation driven portfolios supported by quantitative and fundamental analysis, and offers access to institutional mutual funds, third-party managers, and private-market investments. It operates within a family of affiliated businesses that includes legal, tax, and real estate services, and manages alternative asset investments through affiliated entities.

Candace Hamilton is a financial advisor at Liberty Wealth Management, LLC with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Foreside Fund Services, LLC and Champlain Investment Partners, LLC. Liberty Wealth Management, LLC is an SEC-registered investment adviser that provides investment management, financial planning, ERISA retirement and employee benefit plan services, 529 college planning, and third-party manager referrals. The firm serves a range of clients including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and other business entities, employing a long-term, asset-allocation driven investment approach supported by quantitative and fundamental analysis.

Kameron Jackson is a Series 65-licensed financial advisor at Liberty Wealth Management, LLC with three years of industry experience. Prior to joining Liberty Wealth Management, he worked at The Utility Reform Network in 2022. Outside of his advisory role, Kameron is an insurance agent with Lifetime Planning Marketing, Inc., where he focuses on insurance and annuities, and he is involved in private investment through SL8 Investments, LLC. Liberty Wealth Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and other business entities. The firm emphasizes long-term, asset-allocation driven portfolios supported by quantitative and fundamental screening, offering access to institutional mutual funds, third-party managers, and private-market investments.

Jared Wegrzyn is a financial advisor at Liberty Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at firms including Creative Planning, LLC and Heyman Investment Group. Outside of his advisory role, Jared is also an insurance agent with Lifetime Planning Marketing, Inc. Liberty Wealth Management, LLC is an SEC-registered adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm focuses on long-term, asset-allocation driven portfolios supported by quantitative and fundamental analysis and offers access to private-market investments and alternative strategies.

David Hedger is a financial advisor with Liberty Wealth Management, LLC in Roseville, CA, holding the CFP® and ChFC® designations and possessing 36 years of industry experience. His career includes roles at AE Financial Services, LLC, Liberty Group, LLC, and Granite Bay Asset Management Group. Outside of advising, he is involved in providing health insurance and insurance products through Lifetime Planning Marketing, Inc. Liberty Wealth Management, LLC is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and other business entities. The firm emphasizes long-term, asset-allocation driven portfolios supported by quantitative and fundamental analysis and offers access to institutional mutual funds, third-party managers, and alternative investments.

David Gillimore is a financial advisor with Liberty Wealth Management, LLC, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Emerson Equity LLC, Keller Williams Realty, and Bennion Deville Homes. He is also involved as an insurance agent with Lifetime Planning Marketing, Inc. Liberty Wealth Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and other entities. The firm focuses on long-term, asset-allocation driven portfolios supported by quantitative and fundamental analysis and offers access to institutional share classes, third-party managers, and alternative investments.

Michael Hullen is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Personal Financial Specialist (PFS™) with 31 years of industry experience. He is currently associated with Liberty Wealth Management, LLC and AE Financial Services, LLC. Outside of his advisory role, he owns and operates Hullen Accountancy LLP, a CPA firm specializing in tax planning and preparation. Liberty Wealth Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and other business entities. The firm emphasizes long-term, asset-allocation driven portfolios supported by quantitative and fundamental screening, and it offers access to institutional mutual funds, third-party managers, and private-market investments.

Matthew Del Junco is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Liberty Wealth Management since 2018 and has been involved with Lifetime Planning and Marketing, Inc. since 2014, where he serves as an insurance agent offering insurance and annuity products. Liberty Wealth Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and other business entities. The firm emphasizes long-term, asset-allocation driven portfolios informed by modern portfolio theory and employs a variety of investment strategies including the use of institutional mutual-fund share classes, third-party manager referrals, and access to private-market investments and alternative strategies.

Adam Mc Nulty is a CFP® professional with 37 years of industry experience, currently serving as an advisor at Liberty Wealth Management, LLC. He has previously worked at AE Financial Services, LLC and has been involved with Lifetime Planning Marketing, Inc. since 2004. Outside of his advisory work, he is the founder and president of East Bay Flag Football, a nonprofit youth flag football organization. Liberty Wealth Management, LLC is an SEC-registered investment adviser that provides a range of services including discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm serves individuals, high-net-worth clients, trusts, estates, and various business entities, employing a long-term, asset-allocation investment approach supported by quantitative and fundamental analysis.

Jordan Johal is a financial advisor at Liberty Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Bank of England from 2015 to 2017. Outside of advising, Johal is a co-owner of Golden State Auto Group, a non-investment-related auto wholesaler. Liberty Wealth Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation driven investment approach supported by quantitative and fundamental screening and offers access to private-market investments and alternative strategies.

Kenneth Henson is a CFP®-designated financial advisor with 11 years of industry experience, currently with Liberty Wealth Management, LLC in San Francisco. His prior experience includes roles at AE Financial Services, LPL Financial, and The Vanguard Group. He is also associated with Moore Financial Advice, where he provides financial sales and services. Liberty Wealth Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and various business entities. The firm emphasizes long-term, asset-allocation driven portfolios supported by quantitative and fundamental analysis, and offers access to institutional funds, third-party managers, and alternative investments.

Philip Rontell is a financial advisor at Liberty Wealth Management, LLC with a Series 65 designation. He has been with Liberty Wealth Management since 2019 and has held prior roles in real estate and insurance. Outside of his advisory work, he is a licensed referral-only real estate agent with The Agency of Alamo, CA. Liberty Wealth Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and various business entities. The firm focuses on long-term, asset-allocation driven portfolios informed by modern portfolio theory and offers a range of services including financial planning, retirement plan services, and access to private-market investments.

Charles Moore is a financial advisor at Liberty Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AE Financial Services, LLC and Liberty Group, LLC. Outside of his role at Liberty Wealth Management, he owns Moore Financial Advice, a financial sales and services firm based in San Francisco. Liberty Wealth Management is an SEC-registered investment adviser that provides investment management, financial planning, and employee benefit plan services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes long-term, asset-allocation driven portfolios informed by modern portfolio theory and utilizes institutional mutual funds, third-party managers, and alternative investments.

Daniel Ross is a CFP® with 27 years of industry experience, currently serving as an advisor at Liberty Wealth Management, LLC. He has worked with several firms including AE Financial Services, LLC, Liberty Group, LLC, and Granite Bay Asset Management. Ross is also the president of Dan Ross CPA APC, a CPA firm providing tax advice and accounting services to individuals and businesses. Liberty Wealth Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and various business entities. The firm offers discretionary and non-discretionary investment management, financial planning, retirement and employee benefit plan services, and access to third-party managers and alternative investments, employing a long-term, asset-allocation driven approach informed by modern portfolio theory.