committed to helping you build a sustainable financial plan.
We serve our clients with unwavering integrity, to ensure their financial success. We are a Registered Investment Advisory (RIA) firm held to a fiduciary standard to always act in the best interest of our clients. As an RIA, we are registered and regulated by the Securities and Exchange Commission (SEC). We partner with our clients and their other professional advisors (CPA’s, attorneys) to help them achieve their financial objectives.
Randy Hamilton
founder & chief INVESTMENT OFFICER
Randy has been managing investment portfolios for musicians, artists, professional athletes, and high net worth individuals for over 30 years. He began his career at Merrill Lynch in Cleveland, Ohio in 1992. Disillusioned with the financial industry model that values products over people, in 2017, Randy founded Hamilton Wealth, a client-centric firm that seeks to redefine what a financial advisory firm should be. Randy is on a mission to get clients to focus on what we can control: risk, fees, spending, and taxes. When he is not working, Randy enjoys reading, live music with his wife, Kelly, and spending time at the beach with their sons, Jude and James Bowie.
jerry newman
CERTIFIED FINANCIAL PLANNER (CFP)
Jerry is the director of comprehensive planning at Hamilton Wealth. He received his degree in finance from the University of South Florida and began his career at Merrill Lynch. To fully address our clients’ growing concerns pertaining to longevity (outliving their money) Jerry attained the CERTIFIED FINANCIAL PLANNER (CFP) certification, the most recognized planning credentials in our industry. Jerry develops goals based, personalized financial plans, utilizing his expertise in asset management, insurance, retirement income planning, long term care, education funding, philanthropy and wealth transfer. Out of the office Jerry enjoys running and spending time with his wife, Heather, their son, Cole and daughter Avery.
barbara lopez
DIRECTOR OF CLIENT SERVICES
As the Director of Client Services at Hamilton Wealth, Barbara provides a level of service that far exceeds our client’s expectations. She’s been in the financial services industry for 17 years, beginning her career in 2002. Barbara attained her securities license in 2007. She graduated from California State University Northridge with her Bachelor’s Degree in Business Management. Barbara enjoys volleyball and spending time with her husband, Eddie, and their two sons, Ethan and Landon.
Valentino Fehlmann
Certified Financial Planner (CFP)
Val specializes in investment portfolio management, holistic financial planning, and divorce financial analysis. Val earned his Bachelors of Science in Business Administration from the University of Southern California with a concentration in Finance and Global Business Strategy. Val’s global background gave him a unique perspective on the world and finance, having spent time in Switzerland on his father’s side, the Philippines on his mother’s side, and Hawaii for most of his childhood. His father introduced him to investing at an early age and since then you will rarely find him without investment reading material in his hands. Val further diversified not only his portfolio but his cultural lineage as well when he married his wife Purbi – a celebrated comedic actress from India. Thankfully Purbi and their son Cayden provide the much needed entertainment in Val’s life. Val loves traveling, reading and spending time with his close friends and family.