Octavia Wealth Advisors

We’re excited to welcome Joe Hoefer as Octavia’s new Chief Investment Officer!

Joe leads our investment strategy with a disciplined, research-driven approach, overseeing portfolio construction, risk management, and investment governance to help clients make confident long-term decisions.

With deep institutional experience, including senior roles at Barings, Wells Fargo, and Wachovia, Joe brings thoughtful insight and clarity to everything he does.

Get to know Joe and learn more about his journey:
https://octaviawa.com/team/joseph-hoefer/

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Octavia Wealth Advisors, LLC is a Registered Investment Advisor. Please visit our website for important disclosures: https://bit.ly/octaviadisclosures

Meet Erika Joan Lotz, the newest Wealth Advisor at our San Diego office!

Erika thrives on forging genuine connections with each client and guiding them toward their goals. Whether it’s setting up a college fund, planning for retirement, crafting an estate plan, or tackling complex tax decisions, Erika is committed to delivering high touch, personalized service every step of the way.

With a decade of financial industry experience, she brings a robust mix of technical expertise and client care to the Octavia team.

Get to know Erika and learn more about her journey and passions:
https://octaviawa.com/team/erika-joan-lotz/

Welcome to the Octavia team, Erika!

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Octavia Wealth Advisors, LLC is a Registered Investment Advisor. Please visit our website for important disclosures: https://bit.ly/octaviadisclosures

Please join us in welcoming Noah Stomberg to the Octavia team!

Noah serves as a wealth advisor in our Los Angeles office, specializing in financial planning for the education and entertainment sectors. His dedication to fostering lasting client relationships and innovative problem-solving skills make him a fantastic addition to our team.

Get to know Noah and learn more about his experience: https://octaviawa.com/team/noah-stomberg/

Welcome aboard, Noah!

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Octavia Wealth Advisors, LLC is a Registered Investment Advisor. Please visit our website for important disclosures: https://bit.ly/octaviadisclosures

Today we’d like to highlight one of our delightful new hires, April Esparza! She serves as an executive assistant in our San Diego office and believes in creating exceptional client experiences.

By building strong relationships based on trust and understanding, April plays a key role in creating a positive workplace culture for everyone.

Learn a little more about her experience and hobbies: https://octaviawa.com/team/april-esparza/

Welcome to the Octavia team, April!

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Octavia Wealth Advisors, LLC is a Registered Investment Advisor. Please visit our website for important disclosures: https://bit.ly/octaviadisclosures

Over the years, Octavia Wealth Advisors has helped many investors navigate their way through various life stages and achieve their financial goals. An important part of that journey has been sharing ways to prevent, or recover from, mistakes that could get in the way of their success.

Diligence is key to financial stability, and although every investor is different, there are a few missteps we see more frequently than others.

Here are five common mistakes we’ve seen investors make when managing their money and how you might be able to avoid them.

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Octavia Wealth Advisors, LLC is a Registered Investment Advisor. Please visit our website for important disclosures: https://bit.ly/octaviadisclosures

Wishing a very happy and healthy Mother's Day to the caregiving women in our lives, including all the multi-tasking working moms, soon-to-be moms, single moms, and those with angel babies. 💙

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Octavia Wealth Advisors, LLC is a Registered Investment Advisor. Please visit our website for important disclosures: https://bit.ly/octaviadisclosures

The average woman in the U.S. is likely to live a long life—about six years longer than a man—so preparing for the many years ahead can be critical. Yet, studies show that women often lag behind men when it comes to planning for retirement.

This is especially true of women in the baby boom generation, who now range in age from 59 to 77. But younger women also face challenges when it comes to achieving financial security.

Women have the motivation, the ability and, increasingly, the opportunity to overcome the obstacles that historically have put their financial security at risk. Our blog details the barriers women are facing + what they can do to improve the chances of achieving lasting retirement success ➡️ https://bit.ly/44fzmsz

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Octavia Wealth Advisors, LLC is a Registered Investment Advisor. Please visit our website for important disclosures: https://bit.ly/3CWjxdJ

What Women Can Do to Achieve a More Secure Retirement The average woman in the U.S. is likely to live a long life—about six years longer than a man—so preparing for the many years ahead can be critical. Yet, studies show that women often lag behind men when it comes to planning for retirement. This is especially true of women in the baby boom gener...

Wishing a healthy and joyous Passover to all of our loved ones and clients who celebrate the season. 💙

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Octavia Wealth Advisors, LLC is a Registered Investment Advisor. Please visit our website for important disclosures: https://bit.ly/octaviadisclosures

Spring has sprung! It's the perfect time to freshen up your finances and clean away the cobwebs of winter woes. Don't miss this checklist of 12 activities that may help water your money tree and plant the seeds of new growth.

✅ Refresh your budget, accounting for any income changes since January
✅ Tidy up your investment portfolio for best potential tax-efficiency
✅ Declutter your debt + create a debt payoff plan
✅ Prune your paperwork + digitize
✅ Clean up your credit score and credit report
✅ Cut wasteful spending on unused memberships and subscriptions
✅ Feed your emergency fund and retirement accounts
✅ Enrich your savings in a high-yield savings account
✅ Groom your summer spending for any planned vacations
✅ Take inventory of your insurance coverage, keeping only what you need
✅ Cultivate the beneficiaries of your retirement account(s)

..and, finally, grow your financial wellness with both fresh and evergreen insights from our Octavia experts: https://bit.ly/3PRNy56

(Source: Forbes)

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Octavia Wealth Advisors, LLC is a Registered Investment Advisor. Please visit our website for important disclosures: https://bit.ly/3CWjxdJ

It's America Saves Week! 🙌

There's no better time to check in with your retirement savings progress. Depending on your age, you may want an evolving strategy when it comes to saving and investing.

You can use the following checkpoints as a guide for your retirement savings journey in your 30s, 40s, 50s, and 60s.

If all this planning seems like overload, a great option may be checking in with a trusted advisor to help balance your income, goals, and priorities. Your pathway to an ideal retirement starts with personalized guidance and we pride ourselves on helping you retire with meaning and purpose: https://bit.ly/octaviaretirement

(Source: Bankrate)

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Octavia Wealth Advisors, LLC is a Registered Investment Advisor. Please visit our website for important disclosures: https://bit.ly/octaviadisclosures