Guiding families through complex wealth decisions.

Jacob Tujian founded this firm on the belief that financial planning should be personal. Together with his sons, Alec and Arsen, the team integrates investment strategy, tax planning, estate planning, and charitable giving into one cohesive plan built around your goals and your legacy.

Working with Jacob and his team.

A family built to serve families.​

The Tujian team works with a select group of individuals and families who need more than a standard financial plan. Whether you are managing a complex tax situation, planning for a child with special needs, stewarding significant real estate holdings, or building a charitable legacy, they are equipped to guide you with care and precision.

The goal is not a cookie-cutter solution. It is a structured plan built around your values, your family, and your vision for the future.

Jacob Tujian
Founder & Lead Advisor
Jacob Tujian
Founder & Lead Advisor

Jacob Tujian is the founder and serves as the firm’s lead advisor. With decades of experience working with high-net-worth families, Jacob is known for his thoughtful, comprehensive approach to financial planning.

He specializes in helping clients navigate complex financial landscapes—including tax strategy, estate planning, and charitable giving—while keeping their long-term goals and legacy at the forefront.

Jacob takes pride in building lasting relationships with the families he serves, offering guidance that extends beyond finances to help clients make confident, informed decisions across generations.

Arsen Tujian
Operations and Growth Lead
Arsen Tujian
Operations and Growth Lead

Arsen Tujian is the Operations and Growth Lead at Tujian Financial Services, where he focuses on building and improving the systems that support the firm’s day-to-day operations and long-term growth. He works across CRM, financial planning, and marketing platforms to streamline processes, improve client communication, and help the business run more efficiently. Arsen is also involved in practice management and the rollout of new tools and service offerings.

Arsen graduated from Northwestern University with a degree in Music Composition and Business Institutions.

Alec Tujian
Financial Associate
Alec Tujian
Financial Associate

Alec Tujian is a Financial Associate at Tujian Financial Services, where he supports clients in
developing long-term strategies for investing, education savings, and wholistic financial
planning, while also providing key administrative support. A recent graduate of UCLA, Alec
brings a strong analytical foundation paired with a practical, relationship-driven approach to
wealth management.

He is passionate about simplifying complex financial concepts and designing strategies that
balance growth, flexibility, and tax efficiency. Alec is also deeply committed to community
engagement and volunteerism, with years of experience mentoring youth through educational
programs, scouting initiatives, and Birthright experiences.

Outside of his professional work, Alec is an avid outdoorsman and a lifelong supporter of
Philadelphia sports.

Rick Wedell
Chief Investment Officer
Patrick Sitner
Director of Portfolio Strategy
Kaitlin Torke Grant
Senior Director of Practice Development
Gibson Bosworth
Senior Director of Marketing Strategy
Mandy Tinsley
Senior Director of Client Onboarding
Amanda Callahan
Senior Event Coordinator
Rachel Knight
Executive Assistant

Solutions

Comprehensive Financial Planning

Holistic strategies tailored to each client's full financial picture.

Tax Planning & Strategy

Proactive planning designed to reduce tax burden and improve long-term outcomes.

Estate & Legacy Planning

Coordinating wealth transfer strategies to preserve and protect generational wealth.

Charitable Giving Strategies

Helping clients align their wealth with their values through impactful giving.

Special Needs Planning

Specialized strategies for families with special needs dependents.

Real Estate Portfolio Planning

Dedicated planning for clients with significant real estate holdings.

Planning for every dimension of your financial life.

We bring investment strategy, tax planning, estate planning, and charitable giving together into one cohesive plan. Our focus is on outcomes, not transactions. We build relationships that last across generations.

Location

Address: 825 Colorado Boulevard, Suite 201, Los Angeles, California, 90041

Email: jacob@rfgadvisory.com
Phone: (626) 243-1317