Ms. Ordona provides comprehensive financial planning and coaching with a focus on retirement life planning, and investment management. As a CERTIFIED FINANCIAL PLANNER™ professional she completed extensive training and continuing education in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct. Additionally, she has training in financial coaching from Sage Financial Solutions. Prior to entering the financial advising and planning profession, Ms. Ordona worked in the non-profit sector in the Arts, including Development for SFMOMA, and Educational Research administration. She has a BA degree in Philosophy from UC Berkeley.
Founded on the principle that everyone has the right to achieve their financial goals, Vestnomics Wealth Management, LLC offers personal financial planning, investment management, and other wealth management services on a fee only basis. We work with families, individuals and small businesses primarily in the Bay Area
Russ Blahetka, D.B.A., CFP®
Financial Advisor- Managing Director
Dr. Blahetka is the founder of Vestnomics Wealth Management, LLC. He started his financial planning career in 2002 with Waddell & Reed where he served as a Financial Advisor and District Manager. He also provided compliance guidance in an office of 30 advisors. When not working with his clients to help them achieve their goals, Dr. Blahetka is an instructor at the UC Santa Cruz Extension where he teaches in the CFP® and CPA programs. He is a current member and past chair of the Academy of Finance Advisory Board at Independence High School in San Jose, CA.