Otium Advisory Group
Fee-Only Financial Planner located in Los Angeles and Serving Clients Across the Country
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 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 19 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 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 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.
John Pak is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
John Pak is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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.
John Pak is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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 Pak
12100 Wilshire Blvd, Ste 800
Los Angeles, CA 90025