We are defined by integrity and devotion to our clients and investment partners.
We are passionate, purposeful, and independent .
Why
Silicon Beach Wealth?
We believe in alignment first. Our firm is completely independent, meaning our advice is never compromised by hidden incentives or proprietary products. We actively design strategies that put your interests above all else, providing the absolute objectivity required to protect and grow your wealth.
How We Operate
Transparent Fee
Structure
Our goal is to simplify your life. We look across your entire financial picture and provide advice tailored to your needs. Our clear, straightforward fee structure ensures our interests remain aligned with your long-term success.
Tailored To You
We operate under a strict fiduciary standard. We select investments based on their fit for you.
Agility and Proven Growth
We believe true portfolio strength lies in simplicity and liquidity. Channeling Warren Buffett’s philosophy of investing in durable, public businesses, we utilize cost-effective ETFs and direct equities to outpace long-term inflation. We keep your capital highly mobile – giving you the freedom to compound your wealth without sacrificing the flexibility to access it.
Our Team
JOSE VITELA CFP®
Founder & CEO
Jose Vitela is an advisor, investor, and entrepreneur with over 20 years of wealth management experience. An LA native and UCLA alumnus, his career spans major institutions like Smith Barney, Schwab, and Ameriprise. This extensive background drove him to establish a truly independent, conflict-free fiduciary model tailored to modern wealth creators and business owners.
Deeply invested in the Southern California community, Jose is bilingual in English and Spanish, an active supporter of the local arts scene, and engaged with regional business chambers to back LA’s entrepreneurial ecosystem.
An avid marathon runner, you can often find him training along the Strand in Santa Monica (or chasing after his children), exploring 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 SCHRAM
Senior Associate
Originally a former Division I college tennis player, Ilana holds a BA in Psychology from the University of Colorado Boulder and an MPA from the University of Idaho. She is passionate about supporting organizations dedicated to serving children with developmental disabilities. Outside of work, Ilana enjoys staying active, exploring the many restaurants throughout Los Angeles, and considers herself a true foodie. You can also find Ilana enjoying challah and latkes at her local Chabad or cheering on the Detroit Lions.
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
Associate
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.