David Tassone, MBA, CFP®

Principal and Chief Executive Officer

My mission is to bring my clients peace of mind to make their hard financial decisions easy.

David's Story

David possesses a wealth of experience spanning nearly a decade in the financial services sector, commencing his career at KPMG. He graduated from Loyola Marymount University (LMU) Magna Cum Laude, with a Bachelor of Business Administration in Finance and a Bachelor of Arts in Economics. Further underscoring his commitment to academia and leadership, David served as LMU’s student body president during his senior year.

His credentials extend to the esteemed Certified Financial Planner® designation, earned upon successful completion of his studies at UCLA. Since obtaining this credential, David has assumed the role of President for the Financial Planning Association – Los Angeles and he sits on the UCLA Personal Financial Planning Board for continued education of future CFP®s in Los Angeles, demonstrating a dedication to advancing the field of financial planning.

David continued to refine his expertise by earning an MBA with an emphasis in portfolio management from the University of Southern California (USC). This culmination of academic and professional achievements positions David as a seasoned professional with a comprehensive understanding of financial strategy.

In his free time, David enjoys being outdoors pretending to be a triathlete - running, swimming, and biking all over Los Angeles. On the weekends, he and his wife spend time with their daughter, family, and friends.

Leighann Miko, CFP®

Avise Co-Founder and Co-CEO

Leighann's Story

Leighann Miko, CFP® is co-founder of Avise Financial, the industry’s only RIA cooperative platform where advisors own their business, not the other way around.

Leighann grew up in a household that faced constant financial volatility, which led to her forming her first plan: she was going to go to college and create for herself a more secure life. It was during her time at California State University, Northridge that Leighann was exposed to the world of personal financial planning while working for a local independent RIA. It was a job that led to a calling.

With a desire to help others create the financially secure life she never thought she’d have; Leighann recognizes the value of financial stability. Knowing what it’s like to be underestimated herself, her mission became clear: to balance the financial playing field for all.

Financially, everyone’s needs are singular. We’re all dealing with a different past and facing our own uncertain futures. There is no one-size-fits-all way to success however you measure it, be it with money, independence, or happiness. So, in an ever-changing world, Leighann offers this much certainty: everyone can have independence. Everyone can be treated fairly. And no one has to do it alone. Together, we can change the landscape.

Katrina Soelter, CFP®

Avise Co-Founder and Chief Compliance Officer

Katrina's Story

Katrina Soelter, CFP® is co-founder of Avise Financial, the first and only RIA Co-Op Platform that puts advisors back in the owner’s seat.

Katrina grew up with a mother who worked and a father who stayed home. When deciding her life path, she knew she wanted to follow in her mom’s footsteps – finding work she loved that made a difference in the world, building a family, and creating the balance to enjoy both.

A graduate of UC Berkeley, she first discovered the power of financial planning during an elective course her senior year. Paired with the flexibility and control inherent in running a business, it felt like the answer to her vision for her life. However, she soon saw that balance often wasn’t possible while working inside traditional business models.

This personal experience sparked her drive to start Avise. As an advisor and mother, she is passionate about creating opportunities for financial fulfillment for advisors and individuals. She believes every family deserves access to the power of planning. When advisors have intentional ownership over their practice and their lives, their work with clients deepens and flourishes. Avise was born to make that possible.