John C. Pak

CFP®, RICP®, EA

Otium Advisory Group

Financial Planner

I can work with clients anywhere!

John C. Pak

CFP®, RICP®, EA

Otium Advisory Group

Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - John C. Pak, CFP®, RICP®, EA

Fee-Only Financial Planner located in Los Angeles and Serving Clients Across the Country

John Pak is a Los Angeles, CA fee-only financial planner. Otium Advisory Group provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, John Pak is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

My name is John C. Pak, a Certified Financial Planner™ and founder of Otium Advisory Group. My mission is to share my unique, yet simple brand of financial minimalism with busy professionals who do not have the time to eat a proper lunch, let alone plan out their financial future. I will help you create simple solutions that are devoid of complications and complexities, filtering out unncessary noise.

Aside from my life-long devotion to personal finance, my other passion point is teaching. You can find me presenting retirement courses at CSU OLLI one day to conducting pro-bono workshops at a Los Angeles Public library the next day. I believe…

1) If you are open to the idea of prioritizing, organizing, and purging, you will save time and money.

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.

4) If you believe that taking action is better than creating the perfect plan, you are two steps closer to reaching your goals.

Curious to find out how incorporating ‘Financial Minimalism’ into your plan can help? Take advantage of the complimentary consultation.

I look forward to sharing my vision of how we can get you to the finish line.

John C. Pak is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Cashflow management
  • Tax Planning
  • Estate Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors
  • Generation X, Y

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation
  • Digital Plans

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    John Pak is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    John Pak is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    John Pak is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact John C. Pak

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Office Locations:

  • 12100 Wilshire Blvd, Ste 800
    Los Angeles, CA 90025

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