What do you help clients with?

We provide complete, integrated wealth management: cost analysis, financial planning, investment management, tax strategy, insurance review, retirement transition, career and business transitions, estate planning, and legacy planning.

What does working together actually look like?

It begins with a conversation to understand your life: your goals, your obstacles, and what you want your wealth to make possible. From there we build one interconnected plan and walk beside you as your guide through the ups and downs of your life.

Am I a good fit to work with you?

The people we serve share one thing: their financial lives have grown complex enough that the decisions now carry real weight. We work with professionals, business owners, families building and protecting wealth across generations, and those approaching or already living in retirement. If you are facing a meaningful decision around your wealth and want answers and clarity, you are a great fit.

How are you compensated?

As an independent fiduciary, we are compensated directly by you, never through commissions, product sales, or quiet costs buried inside your portfolio. You will know exactly what you pay and what it covers, agreed up front, so there are never any surprises.

Where is my money held?

Your money is held in your own account at one of two large, independent custodians, Charles Schwab or Pershing, a BNY Mellon company, where it is safeguarded and reported by their institutional infrastructure. We are permitted only to advise and manage it on your behalf, never to take possession, so you keep full ownership and direct visibility at all times.

Who we are | Cosmos Wealth.

Your life is your
cosmos.

Your financial life is not a collection of separate accounts and strategies. Your income, investments, taxes, retirement, and legacy make up one connected whole, so a decision in one changes what's possible in another. That is what a financial plan should actually cover.

Our purpose is to understand how it all connects for you, then align every part around the life you want to live.

We founded this firm on that very conviction, because serious wealth is not about how much you own, but about how you can live your best life, into and through retirement.

The people behind your plan.

The heart and soul of our operations.

Abigail brings over a decade in wealth management and a gift for making financial planning feel approachable. She pairs a careful read of the markets with plans built around each client, and holds her Series 7 and Series 66 licenses.

Abigail Chao

Paraplanner.

Adriana keeps the day to day running smoothly, from client communications to project management. Her focus is the operational detail that keeps every client well cared for. She holds a degree in communications.

Adriana Guss

Client relationship manager.

Amanda leads operations, keeping the moving parts of the firm coordinated so nothing falls through the cracks. Her work behind the scenes is what lets the client experience stay seamless.

Amanda Aragona

Director of operations.

Bob guides wealth management and planning for individuals, families, and business owners, with a fiduciary, relationship first approach. His work spans tax strategy and multi generational planning, drawing on experience across investing, real estate, lending, and business. He is a UCLA graduate and an active mentor.

Bob Robinson

Managing director and advisor.

Daniel sets the firm's direction and stays hands on with client strategy. Before founding the firm he advised clients at Investment Placement Group and Barclays. He holds a degree in international affairs and economics, a master's in finance, and his Series 7 and Series 65 licenses.

Daniel Mauser

Co-founder and advisor.

Jeremy co-founded the firm and leads financial planning across every part of a client's life. He holds an MBA and brings a planner's discipline to each relationship.

Jeremy Keating

Co-founder and advisor.

Mandy manages client relationships and keeps every interaction attentive and responsive. She is often the friendly first point of contact, making sure clients always feel looked after.

Mandy Stone

Client relationship manager.

Victor is the microeconomist behind the thinking that informs how we invest. He founded La Jolla Economics and previously served as chief investment officer and director of research at Calport Asset Management, and as a professor at USC. He holds a PhD in economics from the University of Chicago and a degree in civil engineering from MIT, and is a widely published author.

Victor Canto

Chief economist and global strategist.

Zachary leads brand and marketing at Cosmos, focused on making sure the firm communicates with the same clarity and care it brings to every plan. From the firm's message to the education and content clients rely on, his work exists to keep every client informed, empowered, and connected at every step.

Zachary Barreto

Marketing manager.