About Us

As wealth managers and financial planners, we know what it takes to get you from where you are now to where you want to be, and we’ll walk beside you every step of the way.

We strive to improve the lives of our clients by guiding them through today’s financial complexities and enabling them to make smart decisions.

Profectus Financial acknowledges your uniqueness by taking necessary steps towards designing a plan tailored specifically to you and your financial needs.

OUR CLIENTS AT A GLANCE

80%
Are Business Owners
$12 Mil
Average Gross
Revenue
$700k
Average Net Income
$300k
Average Yearly Tax
Savings Per Business

Meet Our Partners

Aleksander Dyo
Aleks is a serial entrepreneur and active investor with a specialty in working with business owners.
Kelly Woo
Kelly is a Certified Financial Plannerâ„¢ who was featured in MDRT magazine for her outstanding success in financial services.

As Seen In

Forbes-300x200
AdvisoryHQ
KSCINews
Naifa
RoundTheTable
ThinkAdvisor

Blog

WORK WITH US

[contact-form-7 id="25745" title="HNW Lead Gen Form"]



[contact-form-7 id="25738" title="BO Lead Gen Form"]