The people accountable for your plan.

Human Wealth is an advisory practice in Irvine, California, founded by advisors with more than sixty years of combined experience. Two of them lead every client relationship, and a team of planners and client experience staff keeps each plan moving between meetings.

Advisors

Our Client Experience Team

  • Shirly ChyanFinancial Paraplanner, FPQP, CPFA
  • Jacolby CrowClient Experience ManagerLinkedIn →
  • Alexa CoonanClient Experience Senior AssociateLinkedIn →
  • Vincent LienClient Experience AssociateLinkedIn →
  • Malaysia LisbonAdvisor Support Coordinator

Our Partners

  • Farther FinanceWe partner with Farther Finance as our Registered Investment Advisory (RIA). Farther provides our industry-leading technology, regulatory compliance, and back-office operations. This infrastructure allows us to focus entirely on what matters most: you and your financial strategy.

Our values

  1. Humans first

    We prioritize people in all we do, serving clients, communities, and our team with passion, precision, and wisdom.

  2. Innovate and Lead

    We challenge the status quo, innovate, and pioneer new solutions to support evolving needs, always striving for excellence in everything we do.

  3. Prioritize Wellness and Wellbeing

    We strive to create environments and opportunities for humans to be their healthiest and most fulfilled selves so they can live at their highest capacity.

  4. Embrace Transition

    We embrace change, using it to evolve our business and serve future generations proactively with care, empathy, and compassion.

  5. Ground in research and data

    We invest in research and data for informed decisions, aligning subjective and objective information to create meaningful, impactful solutions.

Start with a conversation.

Tell us what is changing in your family. We listen first, and tell you plainly whether we are the right office for it.

Our methodology