Think wealth management is a velvet rope for the ultra rich? We brought on Alfonso Aduna, founder of Aduna Capital, to show how thoughtful advice can start at $50 a month and still change a family’s future. From LA to Orange County, Alfonso blends straightforward planning with a fiduciary promise: client interests first, every time. He shares how comprehensive wealth management connects budgeting, risk, taxes, and goals, and why modern assets like cryptocurrency can live alongside traditional markets when they fit a client’s profile.
We dig into the origin story, from insurance in 2014 to launching Aduna Capital after selling his agency in 2023, and we explore the myth that professional guidance requires deep pockets. Alfonso outlines what “fiduciary” really means in practice, how fees stay transparent and approachable, and how clear, repeatable habits outpace one-off stock picks. He walks through strategies that help ordinary investors stay calm through market swings: small automated deposits, diversified portfolios, rebalancing, and measured exposure to new asset classes when appropriate.
Referrals have fueled the firm’s growth, a sign that clients feel seen and supported. Beyond returns, the conversation centers on purpose: designing money around life, not life around money. Alfonso talks family time, games, and the freedom that comes when a plan reduces financial noise. Whether you’re starting with $50 or scaling to $2,000 monthly, you’ll leave with a roadmap for building a durable legacy and more time for what matters most.
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