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Wealth for every wave of life.

Coordinate every aspect of your financial landscape to ensure security and flexibility across the five oceans of your life.

Wealth management has evolved.
Discover your Life Strategy™

Life Strategy™ empowers people to live more intentional lives. It’s designed to increase alignment between your resources (Money + Time + Attention) and what you seek to achieve in life. Our proprietary framework incorporates five key aspects of a person’s life, which we call your Personal Five Oceans.

01

Money

Most financial plans tell you what to do with your money. Ours starts by asking what you want your life to look like. From there, we build a strategy around cash flow, investments, and long-term planning that actually fits.

02

Career

Your career is more than a paycheck. It's identity, energy, and leverage. We align your financial plan with where you're headed professionally so compensation, equity, and transitions all work in your favor.

03

Health

Wealth without your health isn't wealth. We help you plan for healthcare costs, long-term care, insurance coverage, and wellness investments — so your financial strategy protects the asset that makes everything else possible.

04

Relationships

Your financial life doesn't exist in a vacuum. The people you love, the obligations you carry, and the legacy you want to leave all shape what your money needs to do. We help you plan for all of it.

05

Fun

Money is a means, not the destination. We help you plan for the experiences, passions, and moments that make life worth living so your financial strategy leaves room for what you're actually working toward.

Strategy for life,
designed for who you are.

Individuals and Families

Life gets complicated. Careers shift, families grow, and priorities change. We help individuals and families build a financial strategy that keeps up with all of it.

Legacy & Estate Planning

Investment & Allocation

Retirement Planning

Charitable Giving Strategy

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Founders

You've built something real. Now the question is what comes next. We help founders navigate the transition from active ownership to independence so the exit works for your life, not just the deal.

Exit & Liquidity Planning

Sudden Money Strategy

Business Valuation Readiness

Tax Minimization

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C-Suite Executives

Your compensation is more complex than most. Stock options, deferred comp, benefits packages — we help you make sense of it all so your professional success powers the life you're building.

Executive Compensation Strategy

Deferred Compensation Planning

Equity & RSU Management

Concentrated Position Planning

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Meet the team

Chris Girbés

Chris Girbés, CFP®

Co-founder, Advisor, Chairman

Chris works with founders who have built significant wealth and need a partner who understands both the financial complexity and the personal questions that come with it.

Marc Campbell

Marc Campbell, CFP®

Co-Founder, Advisor, CEO

Marc advises senior executives navigating layered compensation structures, helping them build a coordinated strategy around equity, deferred income, and long-term wealth.

Trisa Summers

Trisa Summers, CFP®

President, Partner

Trisa brings a strategic, big-picture vision grounded in deep industry experience to help guide a firm where purpose, culture, and exceptional client experience drive every decision.

Philip Moser

Philip Moser, CFP®

Advisor

Philip brings CFP® expertise and a genuine belief that financial planning should help people live deeper, more meaningful lives — and when he's not working toward that with clients, he's coaching youth sports or cheering on the Memphis Grizzlies.

Alison Campbell MBA, MA, CFT™

Alison Campbell MBA, MA, CFT™

Life Strategist

Ali guides clients through the deeper work around money, values, and relationships to help them gain insight they can direct into intentional action toward living with greater clarity, purpose, and lasting fulfillment.

Spencer Rand

Spencer Rand, CFA®

CCO, Director of Operations, Partner

Spencer brings a rare combination of investment expertise, data analytics, and operational experience that keeps the work behind every client relationship running exactly as it should.

Corey Oakes

Corey Oakes

Associate Advisor

Corey brings a decade of institutional financial services experience and a deep belief that people matter to every client relationship he supports at Five Oceans.

Josie Samson

Josie Samson

Family Office Services

Josie brings eight years of business management experience, including four years directing operations at a family office — and when she's not crunching numbers, she's exploring new restaurants or chasing down a tennis match.

Alicia Martinez

Alicia Martinez

Executive Assistant

Alicia brings a decade of experience supporting people through meaningful transitions — from nonprofits to entrepreneurship — and carries that same commitment to connection and care into every client interaction at Five Oceans.

Leslie Mallman

Leslie Mallman, CFP®

Advisor

Leslie brings over two decades of financial advising experience and a decade of personal healing work to help clients navigate both the practical and emotional dimensions of building a life around what matters most.

Meet the full team