Professional stewardship delivered with genuine care.
Jeff Fang, CFP
Is the Managing Principal of Aqua Capital Advisors. After seven years as an Assistant Vice President and Wealth Management Advisor at Merrill Lynch, Jeff founded Aqua Capital Advisors to provide truly individualized investment advice and advisory services to individuals and their families. Prior to Merrill Lynch, Jeff was a strategic leader at a number of Silicon Valley companies focused on semiconductor and data infrastructure.
Jeff graduated from the University of Alabama with a BS in Electrical Engineering receiving distinction from Eta Kappa Nu, the Engineering Honors Society. He is a Certified Financial Planner™ certificant. An avid soccer player, Jeff and his wife, a physician at UCLA, are the proud parents of three children.
Joined Aqua Capital Advisors after working at Merrill Lynch Global Wealth Management. Prior to Merrill Lynch, Wendy was part of the international business development group at OffRoad Capital, a financial services firm that provided accredited investors with the opportunity to invest in emerging companies through the company’s innovative private capital marketplace, where she was instrumental in establishing the firm’s joint venture in Asia.
Wendy is fluent in Korean and received her BA from Cornell University. Wendy and her husband are proud parents of two children.
John P. DeFonso, CFA, CPWA®
Has been in the wealth advisory business for over 20 years providing advice, investment management, and planning. John is a Chartered Financial Analyst® charterholder and is also a Certified Private Wealth Advisor® designee. John serves on the Wealth Management Advisory Board and the FinTech Advisory Board for the 2400 member CFA Society of Los Angeles. He is also a member of the Wealth Management League an invitation only, idea sharing, wealth management network. John earned his BS in Economics from the Wharton School of the University of Pennsylvania. He enjoys traveling, having visited 60+ countries, golfing, skiing, and backcountry hiking. He and his wife, a partner at Gibson Dunn and Crutcher, are sometimes proud parents of two usually good children.