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Meet the Team of Professionals

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

That’s where my firm comes in.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.

My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.

As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about. For more information about my firm and our services, I would enjoy learning more about your goals and dreams.

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Edward Schuh

Managing Partner

Edward (Eddy) Schuh was born and raised in St. Louis, Missouri where his family instilled traditional Midwest values including working hard and treating everyone as they want to be treated. Upon completing his secondary education, Eddy joined and served in the United States Marine Corps which brought him to Southern California. It was his service in the military that gave him the discipline and motivation to achieve any goal.

After the military, Eddy worked as an engineer while simultaneously studying for his degree in Finance at Southern New Hampshire University. In 2016, his dream of owning his own financial services business came true as he founded Inception Financial Services with business partner Ken Taing, CPA. Together they developed the strategies that set Inception Financial Services apart from traditional institutions.

As a Fiduciary Advisor, the core of Eddy’s belief system is based on the foundation of doing what is in the best interest of the client. “If I do not provide my client the best service and provide a plan that is in his/her best interest, not only am I not doing my job, I wouldn’t be able to sleep well at night!” He not only dedicates his professional work to educating clients of the current pitfalls of traditional retirement planning, but he has provided educational classes for Southern California employers to help their teams understand the best, most impactful ways to save for their future. more...
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Robert Sousa

Strategic Growth

In addition to serving in the Army from 1993-1999, I have spent the last 20 years as an entrepreneur starting and growing businesses. I have learned almost every aspect of growing a business, and have excelled in the area of advertising and marketing.

Despite working with hundreds of business owners, I have learned that no matter how good of a product or service you may have, it will never be profitable if you don't partner with the right people. That is why I have decided to partner with my family to help them grow the legacy of our family financial services company by helping advisors develop, implement and grow new strategies that allow them to serve more people in their communities. more...
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Jessica Markworth

Client Success Champion

Dedicated and technically skilled business professional with a versatile administrative support skill set developed through experience as an office manager, secretary, administrative assistant and office clerk.

Excel in resolving employer challenges with innovative solutions, systems and process improvements proven to increase efficiency, customer satisfaction and the bottom line. more...
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Tim Adams, CPA

Financial Planner/Tax Specialist

In his personal life, Tim is a devoted husband, proud girl dad, and decibel-screaming sports fanatic. In his professional life, he is a CPA, best-selling author, and fiduciary advisor specializing in tax minimization and risk reduction in retirement.

Tim is a frequent speaker for non-profit organizations providing educational classes on everything from basic financial literacy to advanced tax and estate planning.

In his love affair with sports, Tim has always been drawn to the athletes and teams who exceeded expectations. He noticed that the most talented athletes and teams often didn't win. The consistent winners were the ones who worked harder and were better prepared. The winners weren't surprised by what the opponent threw at them. They changed strategies when needed, but the adjustments were done thoughtfully, not haphazardly or recklessly. "It's clear to me that the same principles apply in the financial world as well as the sports world."

"I've been obsessed with winning the game of retirement for my own family for over three decades, so I understand the concern and angst that comes from wondering if it'll all work out or not. My job is to help each family I talk to have the confidence and peace of mind they crave so they can fully enjoy the retirement they've dreamed about for so long." more...

What our clients think

This strategy is so powerful that I now offer it to all of my employees.

- Craig Williamson

I have been working with Advanced Financial for over 20 years and their honesty is unparalleled.

- Miguel Zaldivar

After helping us navigate through the 2000’s, there is no one that I trust more than Advanced Financial.

- Chris Garner

Steve and his team have treated us like family. They have been there for us anytime we’ve needed their help.

- Brian Wong

The annual reviews and ongoing education helped us improve our plan significantly.

- Michael Downer