John C. Pak| CFP®, RICP®
Otium Advisory Group
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Los Angeles, CA 90025
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
John Pak is a Los Angeles, CA Fee-Only Financial Planner serving Los Angeles and all surrounding areas. Otium Advisory Group specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. John Pak is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
My name is John C Pak, a Certified Financial Planner™ and founder of Otium Advisory Group. My mission is not only to share my unique, yet simple brand of financial minimalism with busy Gen X professionals who do not have the time to eat a proper lunch, let alone manage their personal finances, but also to help create, organize, simplify, and manage a plan guiding them towards fiscal comfort and freedom.
I understand what busy professionals go through. My wife, Jenny, and I have been working in our respective industries for the past 18 years. I started my career back in 1999 working in the banking industry and worked in all capacities under the finance umbrella – private banker, equity/bond trader, portfolio researcher, investment consultant, retirement advisor, and now a financial planner. It has been a few years since I’ve left behind the corporate setting, but my wife who started her career about the same time working in the marketing industry, now VP at a major advertising firm, still works 60 hours a week leaving little time to focus on anything else.
Aside from my life-long devotion to personal finance, my other passion point is teaching. You can find me presenting a retirement course at Fullerton College one day to conducting pro-bono workshops at a Los Angeles Public library the next day. I believe…
1) If I can teach clients how to clearly define their financial goals/concerns and educate them on the available solutions, the probability of you implementing and executing the plan is much higher.
2) If you change the way you see things, you will change the way you do things.
3) If you find someone to go along with you on your financial journey, you will have more success.
Curious to find out how I incorporate ‘Financial Minimalism’ into your plan? Take advantage of the complimentary consultation.
I look forward to sharing my vision of how we can get you to the finish line.
Otium Advisory Group is a fee only, comprehensive, financial planning firm based in Los Angeles, California. We help busy professionals create, organize, simplify, and execute plans guiding you towards fiscal comfort and freedom. We believe that personal finance does not need to be complex; you can make it as simple as you want it to be.