Steve Dark, Founding Partner of One Wealth Partners Financial & Insurance Solutions and Dark Financial & Insurance Services, asks his clients the hard questions about their financial planning. He understands how complicated the financial lives of wealthy individuals are and wants to make sure they understand, too. Steve challenges his clients to discover what is most important in their lives and to take the necessary steps to implement appropriate financial protection for themselves, their families, and their businesses. He encourages them to think about how their priorities could change over the years and to create plans that can respond to their changing needs.
Steve’s services as a financial professional are especially valuable to corporate executives, business owners, high-income and high-net-worth professionals, individuals, and their families. After 20 successful years in the financial services industry, Steve has the knowledge and experience to help his clients protect what they’ve worked for, enjoy a comfortable retirement, and leave the legacy they choose for their heirs and community. Helping his clients with estate planning is especially important to Steve and he works closely with select trust attorneys who specialize in the type of complex wealth transfer strategies many of his clients require.
A graduate of Arizona State University, Steve began his career in financial services in 1996 and quickly earned national recognition among the company’s highest-level producers. Steve has qualified for the industry’s prestigious Million Dollar Round Table in every year since 1996 and Top of the Table since 1997. He is dedicated to providing his clients with the specialized service they expect and deserve.
Steve resides in Westlake Village with his wife, Kristin, and their sons Zane, Ethan, Noah, and Will. He’s an active dad and a coach and enjoys running and cycling to keep in shape – he’s an Ironman Triathlon finisher, which is very useful for keeping up with four sports-minded teenagers! Steve is an active presence in his local community and expects to be there to provide for his family and help his clients plan for generations to come.
As a Founding Partner of One Wealth Partners Financial and Insurance Solutions, Ed Wirtz works with successful individuals, business owners and families on comprehensive wealth management strategies to help them grow, protect, preserve and transfer their assets. Ed’s entrepreneurial skills and background, combined with his goal to help his clients help themselves, serve him well as a trusted advisor to his clients in both their business and personal financial lives. With this approach, he makes sure that everything is covered in the planning process and nothing in his clients’ financial lives is left to chance.
After graduating from the University of Southern California where he earned a BS in Business Administration with an emphasis in Entrepreneurial Studies, Ed was recruited by Northwestern Mutual in 1990. He was immediately successful, utilizing a comprehensive financial planning process to help his clients be prepared for any number of possibilities in their financial futures.
Along with his personal planning work for individuals and families, Ed began working with business owners early in his career. He handled a range of business protection issues, helping with everything from buy-sell agreements and key person insurance to business succession and estate tax planning. Today, along with owners of closely-held businesses, Ed’s clients include many entrepreneurial thinkers like himself such as investment banking and private equity professionals, attorneys and many other successful individuals.
Ed challenges his clients to strive for the goals most important to them and, while coaching them through financial decision making, encourages them to enjoy the ride along the way. “I get energized meeting with clients, hearing their stories and helping them move toward financial success,” Ed says. “When they follow the strategies we’ve designed and succeed, I’m always excited to see them reach – or exceed – their goals.”
Ed is involved with charitable organizations in the community as an active supporter of Children’s Hospital of Los Angeles and a major donor to the Peninsula Education Foundation in Palos Verdes. He is also a member of USC’s Scholarship Club. Ed resides in Rolling Hills Estates with his wife, Della, and their two children. He enjoys basketball, golf, skiing, traveling and spending time with family and friends.
FINANCIAL ANALYST TEAM
Laura Gruendler is Director of Financial Planning and has been in the financial services industry since 1998. Her focus is working with financial advisors and their clients to design comprehensive financial planning strategies to meet each client’s unique goals.
Laura graduated with a Bachelor of Business Administration from the University of Wisconsin. She holds a Life & Health license, Series 7 and 63 registrations and has earned the CLU, ChFC and CFP designations. In her free time, Laura enjoys cooking, traveling and enjoying the Southern California outdoors.
CLIENT SERVICE TEAM
Evelyn Medina, Insurance Services Specialist, makes the process of obtaining new insurance coverage as easy as possible for the firm’s clients. She guides them every step of the way, from obtaining required paperwork and medical information to establishing and keeping detailed records of clients’ policies, with regular status updates along the way. Evelyn is efficient and accurate; she makes sure the process is smooth and keeps clients updated and engaged throughout.
Evelyn has earned an Associate’s degree from Long Beach City College and holds her Life & Health license. She brings over eight years of underwriting experience in financial services where her knowledge and experience are a great addition to the firm.
A Southern California native, Evelyn loves the outdoors and is an avid hiker of the Santa Monica Mountains with her fiancée, accompanied by her dogs. She’s also a photography buff who enjoys documenting the spectacular local scenery.
Rochelle Luna is the head of client services and executive associate for Ed Wirtz. She graduated with a Bachelors of Business Administration and a major in Management in the Philippines. Rochelle pursued her Masters and Juris Doctorate in California, and Human Rights studies in France. She is an active Rotarian and is passionate in yoga, music, art and humanitarian works.