805.886.6126

805.886.6126

805.886.6126

Who We Are

Our team brings decades of experience in Banking, Business, Real Estate, and more.

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Our Core Team

James Earwicker, MBA

Senior Partner

Capital Structure & Budgeting | Mortgage | Management | Financial Analysis | Lending |
Sales Analysis

james@wealthadvocacy.com
1 (619) 952-2427

Kevin Kearns

Partner

Strategic Selling | Online Marketing Sales Management & Training 
Data Analytics |
Start-ups

kevin@wealthadvocacy.com
1 (619) 748-1141

Brian Cording

Senior Consultant

Treasury Mgmt | Investor RE Analysis | Middle Market Banking Cash Flow | Commercial Real Estate Lending

brian@wealthadvocacy.com
1 (619) 920-5300

Eran Sinai, JD, MTax

Senior Partner

Legal Matters | Small Business Planning Consumer Protection | Credit Analysis Identity & Reputation Management

eran@wealthadvocacy.com
1 (619) 955-3930

Patrick R. Powaser, PhD

Consultant

Executive Coaching & Assessment | Leadership Development & Impact on Business Results | Business Transformation | Organization Culture

info@hoohana.com

John Ruffin, PhD

Senior Partner

Organization Development | Team Building | Executive Coach | Culture Architecture | Leadership | Founder Transition

john@wealthadvocacy.com
1 (805) 729-1664

sofia@wealthadvocacy.com
1 (636) 212-4851

Jody Guada, CIPS, SFR

Partner

Real Estate | Certified Probate & Trust Specialist | Certified International Property Specialist | Marketing | Legal Cannabis Consulting

jody@wealthadvocacy.com
1 (619) 850-5639

Paul Hodapp

Consultant

Payroll | HR Outsourcing | HR Consulting and Support | Benefits Administration

paul@hrsimplistic.com
1 (303) 907-4530

James Earwicker, MBA

Senior Partner

Capital Structure & Budgeting | Mortgage | Management | Financial Analysis | Lending |
Sales Analysis

james@wealthadvocacy.com
1 (619) 952-2427

Eric Kronvall, MBA

Senior Partner

Business Advisor | Sales and Management | Human Resources | Risk Mitigation |
Certified Trust and Fiduciary Advisor

eric@wealthadvocacy.com
1 (805) 886-6126

Jody Guada, CIPS, SFR

Partner

Sales Management | Marketing | Real Estate Business Development | Branding |
Legal Cannabis Consulting

jody@wealthadvocacy.com
1 (619) 850-5639

Kevin Kearns

Partner

Strategic Selling | Online Marketing Sales Management & Training 
Data Analytics |
Start-ups

kevin@wealthadvocacy.com
1 (619) 748-1141

Patrick R. Powaser, PhD

Consultant

Executive Coaching & Assessment | Leadership Development & Impact on Business Results | Business Transformation | Organization Culture

info@hoohana.com

Our experience

We are an independent group of consultants with allegiance to our clients. We focus on specific needs to find personalized and creative solutions. We are here to help guide you and your enterprise.

Testimonials
Trusted Partners

Our Process

An integrated strategic plan is best achieved by considering all facets of your financial picture. Our mission is to create an optimal plan that meets your goals.
We will work with other key professionals such as your accountant, attorney, insurance agent, real estate agent, and anyone else that can help achieve the best result for you.

Our Partners

Capability Statement and How Wealth Advocacy Serves You

Please be advised that Wealth Advocacy renders consulting services which do not constitute and should not be construed as, legal, tax, investment, or accounting advice – all of which should be given only by duly-licensed professionals.

Copyright © 2023 Wealth Advocacy, LLC. – All Rights Reserved. 

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Company

Wealth Advocacy, LLC is not affiliated with any financial planning firm, affiliation or accreditation board and does not hold itself out as providing any legal, tax, financial or other advice. Wealth Advocacy, LLC does not make any recommendation or endorsement as to any advisor, financial planner or other service, product, entity or individual or to any material submitted by third parties or linked to or from this website.