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.

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 Planner™ who was featured in MDRT magazine for her outstanding success in financial services.



Advanced Planning

For more information on advanced planning, click here. 

Articles | Blog

August, 2018

Why You Should Consider Alternative Investments Now

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August, 2018

Why Women and Millennials May Be Falling Behind on Retirement Savings in Comparison to Men

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April, 2017

Do Your Advisor's Priorities Line Up With Your Financial Goals?

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April, 2017

What You Probably Didn't Know About the US Tax Code

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