Dedicated to providing the education, tools and guidance needed to solve life’s enduring financial challenges!
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We are a full-service Wealth Management firm with over 20 years of experience at leading financial institutions.
We have been recognized as a Bruin 100 Business with our commitment to continue the UCLA mission of improving our global society.
We help clients achieve financial goals through tax-efficient, customized investment solutions. Our independence allows us to provide fiduciary advice without the constraints of a single firm's platform.
- Asset Management
- Full service, multi-generation financial planning
- Option trading/hedging strategies
- Portfolio tax planning
- Foundation management
- Designing and managing Estate Planning Trusts (GRATs, CRUTs, CRATs and CLATs)
Our firm values education and continuous improvement. We provide private tutoring to individuals and groups looking to enhance their investment and financial acumen. We customize educational tools to accelerate personal growth.
- Financial Planning
- Tax Management
We teach finance at UCLA and lead the Student Investment Fund at UCLA Anderson. Our involvement gives us access to the intellectual capital of UCLA faculty, key alumni, and the leaders of tomorrow.
- Introduction to Business &
- Personal Financial Health
- Student Investment Fund (SIF)
Commitment to Education
We live in an ever-changing financial world. Just when we think we understand the game, the rules change. While core principles remain the same, we must adapt as the rules shift. Atala Financial is dedicated to providing the education, tools and guidance needed to solve life’s enduring financial challenges!
Shawn is a Certified Private Wealth Advisor® with nearly 20 years of experience, working at RBC Wealth Management, Morgan Stanley & UBS Financial Services.
Shawn is also a professor at The Anderson School of Management at UCLA, teaching Personal Finance. Shawn is also an advisor to the Student Investment Fund at UCLA, helping elite students manage a portion of the UCLA foundation.
MBA, CFA, CAIA, CIO
Douglas is the Chief Investment Officer of Atala. He is also the portfolio manager of Emerald Necklace Investments, an equity hedge fund.
Previously, Doug evaluated investment opportunities on behalf of over $20 billion in aggregate endowment funds. Doug holds an M.B.A. from UCLA, where he generated the highest returns of all time for the Student Investment Fund.