About Trovena Investment Advisors
Trovena Investment Advisors is owned by the original members of Capital Financial Advisors, L.L.C. and the owner of Leonard Wealth Management, Inc. The parent firms Capital Financial Advisors, LLC and Leonard Wealth Management, Inc. were founded as fee-only, fiduciary financial advisory firms serving high net worth clients. In large part due the firms’ successes and reputation in their communities, Trovena Investment Advisors was created to serve the demand for the institutional investment strategy offered to the clients of Capital Financial Advisors and Leonard Wealth Management.
Trovena Investment Advisors uses the same academically sound investment principles and access to the same exclusive institutional money managers used with the founding firms’ multi-million dollar clients, but is better suited to clients with a net worth less than $3,000,000. Trovena Investment Advisors clients still enjoy the low fee, conflict free fiduciary investment advisory services, but without the comprehensive wealth management services offered by its parent wealth management firms.
Christopher P. Van Slyke, CFP®
Christopher P. Van Slyke is a partner and co-founder of Trovena Investment Advisors, an investment advisor firm that offers a unique and effective investment strategy to select clients.
Christopher has been active in the financial community of Southern California and Texas since 1992 when he began his career in financial services at Trust Company of the West (TCW) in Los Angeles. Since 1996, Mr. Van Slyke has been an independent wealth manager and entrepreneur. Mr. Van Slyke is a past member of the board of directors of The Financial Planning Association (FPA) of San Diego and Los Angeles as well as the western region board of directors for the National Association of Personal Financial Advisors. He currently serves as an incoming board member for the Austin FPA.
A Certified Financial Planner (CFP®) practitioner, Mr. Van Slyke also holds a BA in Finance from the The University of Texas at Austin as well as an MBA from the The University of Southern California.
He has been quoted or published in The Wall Street Journal, The San Diego Union Tribune, Financial Planning, Smart Money, Financial Advisor, Boomer Market Advisor, MSN Money, Wealth and Retirement Planner, thestreet.com, Bloomberg Wealth Manager, the Del Mar Times, Money Magazine, and MorningstarAdvisor.com. Visit our Media Center to see Mr. Van Slyke in the news.
As an avid golfer, Christopher enjoys playing at Morgan Run in Rancho Santa Fe and Barton Creek Club in Austin. He also enjoys dancing with his wife, a professional ballroom dancer, and attending college football games.
Speaking Engagements: Vistage, Rotary, CALPERS, TDAmeritrade, Tiger 21.
Scott A. Leonard, CFP®
Scott A. Leonard is a founding member of Trovena Investment Advisors and a member of the investment committee. He is also the founder and owner of Leonard Wealth Management Inc., established in 1996, with the purpose of providing an all-inclusive wealth management firm. Leonard Wealth Management focuses on combining the major disciplines of planning and investments in a fiduciary, fee-only environment. Their standard of excellence was recognized in 2001, with Leonard Wealth Management ranked 43rd in the nation by Bloomberg Wealth Manager’s 2001 survey of top wealth management firms. It was the only firm located in Southern California to be in the top 50.
Mr. Leonard is a Certified Financial Planner (CFP®). He is an instructor at UCLA Extension, teaching courses in the financial planning certificate program. He is also an instructor and Dean of the School of Investments for NAPFA University. He is a national speaker on investment and wealth management issues. Mr. Leonard is a frequently published author, specializing in advanced investment theory, and has been the featured financial planner for the Los Angeles Times weekly “Money Make-Over” column. Some of his television and radio appearances include:
NBC Nightly News Extra
National Public Radio’s Market Watch Program
KCAL 9 News
Widely recognized among the business media as an industry expert, his analysis and opinions on advanced wealth management issues are frequently featured in national publications, including:
The Wall Street Journal
USA Today
Money Magazine
Kiplinger’s Personal Finance
Mr. Leonard assumes a leadership role within the financial planning and wealth management profession, holding numerous board positions with esteemed associations, including:
Past president and chair of the Financial Planning Association, Los Angeles Chapter
Various board positions with the National Association of Personal Financial Advisors
Multiple positions on national committees dealing with ethics and professionalism in the financial services industry.
Mr. Leonard graduated from the University of California, Los Angeles (UCLA), in 1990 with a Bachelor of Science degree in Economics. His CFP credential was earned in 1994 and his CEA certificate in 2002.
Eric Toya, CFP®
Eric S. Toya is a Vice President and CERTIFIED FINANCIAL PLANNER™ practitioner with Trovena, LLC. His career in financial services began more than fifteen years ago, with experience at banking, insurance and investment management firms. Mr. Toya accompanies his diversified financial background with an expertise in portfolio management, estate planning, tax strategies, and charitable gift planning.
Mr. Toya has completed the CFP™ professional education program from the College for Financial Planning and earned the CFP designation in 2007. He holds a Bachelor’s Degree in Finance and Accounting from the University of Southern California.
Mr. Toya is a member of NAPFA and the Financial Planning Association. Currently, Mr. Toya is a member of the Financial Planning Association, Los Angeles Chapter Board of Directors.
Mr. Toya has been quoted in national publications, including the Los Angeles Times, The Wall Street Journal and Money Magazine.
Anthony G. Ferreira, CFP®
Anthony G. Ferreira is a CERTIFIED FINANCIAL PLANNER™ practitioner with Trovena, LLC. He launched his career after graduating from San Diego State University with a BS in Financial Services. His expertise covers the areas of estate planning, tax efficient investment strategies, retirement planning, portfolio management, risk management, and benefits planning. In addition to his planning portfolio design and trading responsibilities at the firm, Anthony is also the Chief Compliance Officer and is responsible for office management and technology development and deployment.
Anthony is a member of the Financial Planning Association of San Diego and has served on the committee for the Director of Communications.
As a native San Diegan, Anthony has volunteered in community improvement projects such as CAN – Committed Active Neighbors and others. As a professional, he provides exceptional service by delivering unbiased, personalized financial advice and comprehensive plans to clients.
Charles L. Stanley, CFP® ChFC AIF®
Charles Stanley is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant and holds the Accredited Investment Fiduciary® designation. For more than twenty years Mr. Stanley has served retired physicians, business owners, corporate executives, retirees and many widows helping them with their estate planning, tax strategies, risk management, investment selection, business succession, and retirement planning. After twenty years in Christian ministry, Mr. Stanley spent four years as a corporate executive before entering the personal financial planning field.
Mr. Stanley has been involved in the local financial community having served multiple years on the Board of the San Diego Chapter of the Financial Planning Association and is a member of the National Association of Personal Financial Advisors (NAPFA). He is also an active member of the Escondido Rotary Club.
He attended the University of California at Santa Barbara, Friends University and graduated with honors from LIFE Pacific College in San Dimas, CA. He obtained his Chartered Financial Consultant designation from the American College. He has earned the Accredited Investment Fiduciary® (or AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. He has received formal training in investment fiduciary responsibility.
He is a co-author of T.A.S.K. – The Trusted Advisors Survival Kit published by LexisNexis. He is the founder and editor of Capital Markets U.com Magazine – Investor Education for Main Street America. He recently published Forewarned is Forearmed: How to Make an Annuity Purchase (or not) You Will Never Regret. He has been quoted or published in The Journal of Financial Planning, The San Diego Union Tribune, The San Diego Daily Transcript, The American Funeral Director Magazine, The Canadian Funeral Director Magazine, The Bottom Line – Independent Voice for Canada’s Accounting and Financial Professionals, Financial AdvisorPro, The Family Business Advisor, The Christian Businessman Magazine and was a contributing author to How to Manage a Million Dollars . . . or less. He hosted “Senior Money” a radio talk show heard on KCEO AM 1000 and has appeared as an expert witness in both NASD Arbitration and in the San Diego Superior Court. Visit our media center to see Charles Stanley in the news.
Morgan H. Smith Jr. IMBA, CFP®
A native of Coronado, California, Morgan brings 20+ years of experience in leadership positions in finance, business development, and education. He has lived and travelled abroad extensively, cultivating a unique perspective and insight into the interrelationship between investments and successful investors.
Morgan specializes in wealth management for high net worth private clients, charitable organizations, and investment plans requiring a disciplined fiduciary process. Typical clients are not looking for get rich quick schemes but are more concerned about intelligent planning and smart growth with lower risk.
Morgan graduated from the University of San Diego cum laude with a B.A. in Computer Science and was commissioned as an officer in the United States Navy. After receiving his Naval Flight Officer wings, he was based out of NAS Miramar and made numerous deployments with Fighter Squadron Fifty One in the F-14A Tomcat, including combat operations in the Persian Gulf.
As an Assistant Professor of Naval Science at the University of San Diego, he taught engineering and leadership and management to university students and received an International MBA. Morgan also holds the CERTIFIED FINANCIAL PLANNER™ credential.
Morgan has been a frequent speaker to many professional organizations and has appeared on CNBC and Fox Business New Live. He is President of the Mahabodhi Buddhist Charitable Organization, serves on the development board for the Center For Community Solutions, and is a founding member of Strategic Trusted Advisors Roundtable San Diego.