Jacob Tujian founded this firm on the belief that financial planning should be personal. Together with his sons, Arsen and Alec, the team integrates investment strategy, tax planning, estate planning, and charitable giving into one cohesive plan built around your goals and your legacy.
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 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 is the Director of Practice Management 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 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.
Mary Wood has been a Client Service Associate since 2021, supporting clients and advisors with account servicing, paperwork, and operational needs. She is passionate about delivering exceptional client service, building strong relationships, and ensuring every detail is handled with care. Her organization, reliability, and commitment to client satisfaction make her a valued member of the team.
After living in six different states, Mary settled in Vestavia Hills, AL, in 2014. She is a graduate of East Tennessee State University and enjoys spending time outdoors, foraging, and exploring new cities with her two sons and dog.
Rick Wedell serves as Chief Investment Officer at RFG Advisory, where he oversees multi-asset portfolio management and provides guidance on asset allocation and portfolio construction. He also leads the continued development of Bluemonte, RFG’s investment platform, with a focus on disciplined analysis and a consistent investment process.
Before joining RFG Advisory in 2016, Rick spent 12 years at Bain Capital Credit, where he advanced to Executive Vice President and Head of Fixed Income Consumer Investments. He holds an MBA from the Stanford Graduate School of Business and a B.A. in Applied Mathematics and Economics from Harvard University.
Patrick Sittner is Senior Director of Portfolio Strategy at Bluemonte Investment Management, where he works with advisors on portfolio construction, market analysis, proposal development, and customized investment strategies. His background includes broad experience across asset classes and a long track record of supporting advisors with investment portfolio design and analysis.
Patrick brings more than 20 years of experience in investments and capital markets. Before joining Bluemonte in 2024, he served as Director of Portfolio Strategy at Carson Group and previously held roles in bank wealth management, retirement plan oversight, and capital markets. He earned a bachelor’s degree in Finance from the University of Nebraska Lincoln and dual master’s degrees from Creighton University.
Gibson Bosworth is Senior Director of Advisor Marketing Strategy at RFG Advisory, where he works with independent financial advisors to develop marketing programs that reflect their brand, voice, and target audience. He leads efforts across website development, content creation, brand strategy, and marketing technology to help advisors strengthen their presence and communicate more clearly with clients and prospects.
Gibson joined RFG Advisory as a Transition Specialist and Financial Advisor Assistant and has held several roles across the firm, including social media and content strategy and Creative Director, before stepping into marketing leadership. He earned a Bachelor of Economics and Marketing from The University of Alabama and holds a Series 65 registration. He is based in Birmingham, Alabama.
Tammy Thach is a Marketing Specialist at RFG Advisory. She helps financial advisors translate their business goals into effective marketing strategies. Her work focuses on strategic planning, marketing technology support, and digital best practices, helping advisors build effective marketing programs.
Tammy earned her bachelor’s degree in Marketing and Management from the University of Houston and is based in Houston, Texas.
Sean Tipton is a Practice Development Strategist at RFG Advisory. His work focuses on helping financial advisors optimize their practices through technology, automation, and improved operational workflows.
His role aligns with RFG Advisory’s broader practice development efforts, supporting advisory teams as they work to improve efficiency, technology adoption, and execution across their businesses.
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.
Address: 825 Colorado Boulevard, Suite 201, Los Angeles, California, 90041
Email: jacob@rfgadvisory.com
Phone: (626) 243-1317
All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy, Private Client Services Form CRS.
The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.
Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.
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