Sathya has been a consistent pillar of sound judgment and an advocate for her clients’ success. Her guiding principle in life and as a wealth management advisor, is to imbue her love for life and all of its plentiful opportunities that are attainable and within reach when you not only have a plan but take concerted action to make it one’s reality. 

Sathya is more than a wealth advisor, she is her clients’ financial beacon, consistently offering an informed perspective so they can craft and implement an effective investment strategy that is suited to their specific needs and desires. Sathya understands the many complex financial decisions her clients may face, as well as the intricacies of their portfolios and investment markets, and ensures her clients are cared for today and in the future.  

The name “Sathya” is derived from the Sanskrit word for truth. Sathya is more than just a name for her, it is her guiding force and her predominant attribute – immersing herself into the truth of her clients and their needs, concerns and goals, enabling her to guide them as they navigate their financial decisions. She comes from very humble beginnings and knows first-hand what it means to change your reality and financial circumstance. She was born in a refugee camp in Thailand, where her family fled from the Cambodian genocide. Her life experience is what propelled her to choose wealth management and support her clients to create a life that is prosperous in more ways than just financially.

Sathya is married to Landon, CEO of a high-end wine company, Hundred Acre Wines. She is the mother to her 17-year-old daughter, Milana. Sathya is an active participant in her community, provides mentoring and is involved in several charitable organizations: Rotary Club of Long Beach – a service organization that helps resolve local and international human and environmental issues, MemorialCare Health System – a nonprofit integrated health system that includes leading hospitals and health centers throughout Orange and Los Angeles Counties, and Miracle for Kids that provides financial support and housing to families with terminal and critically ill children.

Sathya is a CERTIFIED FINANCIAL PLANNER™, a Chartered SRI Counselor^®  (CSRIC^®), a Certified Divorce Financial Analyst^®   and an Accredited Investment Fiduciary^®, She holds an MBA from USC Marshall School of Business. Her dedication to her clients and her financial services firm was recognized and honored in the 2024 Forbes Top Women Wealth Advisors Best-In-State* list.

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*Sathya received this award in 2024. The Forbes Best-in-State Top Women Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.