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We are defined by integrity and devotion to our clients and investment partners.
We are passionate, purposeful, and community oriented .

Why
Silicon Beach Wealth?

We believe in diversity first – not just as an investing technique. Our firm is diverse, and we actively seek investments that represent everyone.

WHO WE PARTNER WITH

How We Operate

Flexible Fee
Structure

Our goal is to simplify your life. We look across your entire financial picture and provide the advice you need on the schedule you want.

Completely
Independent

We select investments based on two things: their fit for you and their fit for a thriving community.

We demand that all of our portfolio companies demonstrate commitment to our rigorous investment principles.

Traditional and Alternative
Investments, Working Together

Some investments need to be held long-term to realize their potential.

We take care to balance those strategies against short-term needs, ensuring that you’re prepared for everything life throws at you.

Our Team

JOSE VITELA
Founder & CEO
Advisor, investor and entrepreneur with more than 20 years in the industry. LA native and UCLA Alum. Wealth management experience with Smith Barney, Schwab, Ameriprise, and independent advisory practices.

Passionate about impact investing, diversity + inclusion, and the arts.

You can find me running along the Strand in Santa Monica (often after my children), browsing the latest exhibitions at LACMA, or cheering on the Dodgers.
Julia Fahlen, CPA, CFP®
Advisor and Financial Planning specialist
Originally from Los Angeles, California, Julia is a two-time USC alum and former rowing collegiate scholarship athlete. She has professional experience in financial and tax planning with experience at SEIA and Deloitte Tax LLP. Julia enjoys hiking around the San Gabriel Mountains or biking in Yosemite Valley with her husband and three sons.
ILANA OLEYNIK
Associate
A former Division 1 college tennis player, Ilana holds a BA in Psychology from the University of Colorado Boulder and an MPA from the University of Idaho. Currently, Ilana is pursuing her CFP certification at UCLA Extension. Ilana’s interests include investing in digital technologies and supporting various community groups, particularly those dedicated to serving the needs of children with developmental disabilities. You can find Ilana enjoying sushi in Little Tokyo, challah and latkes at her local Chabad, or cheering on the Detroit Lions. Diversity advocate and volunteer with the Junior League of Los Angeles.
LUCY MOLONEY
Associate
Originally from Midleton, County Cork, Ireland - the birthplace of Jameson whiskey, Lucy Moloney holds a B.A. from University College Cork in Ireland. She has professional experience spanning operations & client relations within pharmaceutical and financial services. A trained professional singer with a diploma in classical voice from the London College of Music, Lucy can be found hiking the Los Leones Trail in the Santa Monica Mountains, attending local art shows, or enjoying a John Legend concert at the Hollywood Bowl.
KIMBERLY RIZO
Intern
A fourth-year Economics student at UCLA from Palmdale, California, Kimberly enjoys exploring different sectors of business and discovering how economic insights can drive real-world impact. As a first-generation college student, Kimberly is passionate about supporting underrepresented communities and creating opportunities for others to thrive. When not studying or networking, you can find Kimberly planning her next adventure or exploring new restaurants in LA.