Alicia Martinez

Executive Assistant

After spending time abroad in college, I graduated with the intention to learn more about and connect with the world around me. Fascinated with the beauty in diversity, I moved to Spain and made it a goal to touch down in as many countries as possible. Throughout my experiences traveling and living abroad, I built an appreciation for interconnectedness and the responsibility each one of us has to be kind, understanding, and accepting in order to help shape a better future.

It has been 10 years since I moved back to the states, and I have been fortunate to continue having opportunities to connect and support others on their own unique journeys such as working at a non-profit helping youth obtain access to important resources, working at a health clinic, following an entrepreneurial path in the health food industry, and coaching youth soccer. I continue to find fulfillment in helping others achieve their goals, and this is what I get to do at Five Oceans as well.

I recently started a family of my own, which has re-energized me to evaluate and prioritize what truly adds value to my life. Of course, this includes spending as much time as possible with my family. When I’m not juggling life as a mother and work-from-home assistant, I am usually on the soccer fields coaching, in the kitchen cooking nourishing meals for friends and family, or on the beach in San Diego trying to organize a game of volleyball.

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.

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.

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.