Your Trusted Team
Acacia Wealth Advisors is comprised of experienced financial services professionals with a diverse set of strengths, specialties and perspectives. With more than 60 years of combined experience, our team is founded upon principles of trust, financial stewardship and excellence in client service.
Prior to Acacia Wealth Advisors and HighTower, Meloni was a tax partner in Ernst & Young’s Los Angeles office, where she served as the Pacific Southwest area director of Personal Financial Counseling.
Meloni earned her Master of Business Administration degree in Finance from the University of Missouri St. Louis, and Bachelor of Arts degree from the College of William and Mary. She is a Certified Public Accountant (CPA), and holds the Personal Financial Specialist™ (PFS™) and Certified Investment Analyst® (CIMA®) designations.
Meloni has been a long-time board member of the American Red Cross of the Greater Los Angeles region and is a founding member of the LA chapter’s Tiffany Circle Society for women in philanthropy. She is the former Chair of the Investment Committee for the American Institute of Certified Public Accountants (AICPA). Meloni serves on the board of the California Community Foundation, chairing the Audit Committee and serving as a member of the Investment and Program Committees. She is on the cabinet of Women United for the United Way of Greater Los Angeles, and is a member of the Board of Trustees for the Japanese American National Museum in Los Angeles
After her tenure at Ernst & Young and prior to Acacia Wealth Advisors and HighTower, Alev was the West Regional Director of Wealth Management Consulting at one of the largest financial institutions in the country.
Alev earned her Master degree in Business and Taxation from Golden Gate University, and her undergraduate degree is from the University of California Los Angeles. She is a Certified Public Accountant (CPA), and holds the Personal Financial Specialist™ (PFS™) and Certified Investment Analyst® (CIMA®) designations.
As an active member of the community, Alev serves as the Treasurer on the Board of Trustees for Los Angeles Ronald McDonald House. She is also a member of National Association of Women Business Owners – Los Angeles (NAWBO-LA) and the Ernst & Young Alumni Advisory Council.. Her other professional affiliations include memberships in Investment Management Consultants Association (IMCA), the American Institute of Certified Public Accountants (AICPA) and California Society of CPAs.
She has worked for prominent investment firms such as Brandes Investment Partners, Roger Engemann & Associates and Ernst & Young’s Investment Advisory Services practice. Prior to joining Acacia, Amy was a Senior Manager with Stone Carlie Wealth Advisors in St. Louis, Missouri.
Amy is an active member of the Los Angeles chapter of Financial Planning Association, where she volunteers her time as a speaker and advisor during the annual philanthropic event offered to the public, Financial Planning Day. She is also a member of the CFA Institute, CFA Society of Los Angeles, and Provisors, a professional networking organization.
Amy received a B.S. in Business Administration (Financial Services) from San Diego State University. She holds Chartered Financial Analyst (CFA), Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst (CIMA) designations.
Joe Rosol joined Acacia Wealth Advisors in 2007 and serves Acacia’s clientele in the areas of financial planning, asset allocation, and portfolio and investment strategies, including trade execution, asset transfers, and portfolio rebalancing. He has been working in the investment consulting industry for 10+ years.
Joe completed the Personal Financial Planning Certificate program though UCLA Extension and obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2015. He received a Bachelor of Science in Environmental Science from Bowling Green State University in 2005.
Joe serves on the board of directors for the Financial Planning Association-Los Angeles chapter and is a member of the HighTower Field Professionals Council.
Jason Nagaia joined Acacia Wealth Advisors in 2015 and currently serves as an Associate, specializing in marketing communications, pipeline and CRM management, and client service. He prides himself on delivering impeccable service to Acacia’s existing clientele and implementing a great work environment.
Jason has over 15 years of experience centered in managing a variety of business operations including Marketing and Project Management.
Jason is an active member of the Financial Services Industry Exchange, Los Angeles LGBT Young Professionals Council and the Los Angeles Gay & Lesbian Chamber of Commerce.
Jason earned his Bachelor of Science in Business Administration from San Francisco State University in 2010.