At MDRN Wealth, we believe financial planning should be more than just managing investments. As a fee-only, fiduciary wealth management firm based in Los Angeles, CA, serving clients nationwide, we specialize in early retirement planning — helping professionals and business owners retire years before the traditional retirement age with confidence.
Our Focus: Early Retirement Planning
If you don’t want to wait until 65 to retire, or you’d like to make work optional well before the traditional retirement age, that is our specialty. We guide clients toward financial independence by integrating proactive tax planning, retirement income strategies, and disciplined investment management. Our mission is simple: help you retire early and enjoy more freedom, sooner.
Beyond Retirement
While early retirement is at the core of our planning, we deliver a holistic wealth management experience. Our services include estate and trust planning, equity compensation strategies, business advisory, risk management, and alternative investments. Every element of your wealth is aligned to support your long-term goals.
Why Clients Choose Us
Founder & Lead Wealth Advisor
I specialize in early retirement planning — helping professionals and business owners who don’t want to wait until 65 to retire. My work centers on designing strategies to make work optional years earlier through proactive tax planning, retirement income design, and disciplined investment management.
My passion for this work is personal. As the son of an immigrant mother from Mexico who worked tirelessly to provide for our family, I saw firsthand how hard work doesn’t always translate into the retirement someone deserves. Too often, the gap is simply a lack of access to quality planning and guidance. That experience fuels my mission today: to help others avoid that same outcome by building a clear, intentional path to financial freedom.
Originally from San Diego, I’m now married and call Los Angeles home. At MDRN Wealth, our mission is simple: to help clients retire early, maximize their wealth, and enjoy more life, sooner.
Client Service Associate
Janessa is a dedicated Client Service Associate at MDRN Wealth, bringing a strong background in operational efficiency and client service. Her career began in the United States Army as a Fire Control Specialist, where she developed expertise in technology, process management, and attention to detail—skills she now applies to delivering seamless support to MDRN Wealth’s clients.
The next frontier of investment and wealth management is here. We are here to guide you through it, every step of the way.
