Kaela Anne Alba

Employer firm

Triagen Wealth Management LLC CRD 308457

$535M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• ASSET ALLOCATION SERVICES, ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2022 → Present
  Triagen Wealth Management Llc
  Calabasas, CA
• 09/2016 → 05/2017
  Taco Bell
  Modesto, CA
• 05/2017 → 09/2018
  Perko's Cafe
  Salida, CA
• 01/2018 → 09/2020
  Jimmy John's
  Modesto, CA
• 01/2019 → 06/2021
  Oregon State University
  Corvallis, OR
• 06/2021 → 03/2022
  Keybank
  Albany, OR
• 09/2018 → 03/2022
  Oregon State University
  Corvallis, OR
• 04/2014 → 09/2016
  Full Time Student
  Modesto, CA

Other Businesses

10/2015 Independent Licensed Insurance Agent; Investment Related; California; Accident & Health of Sickness, Life

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-23

Designations

• Certified Financial Planner

Other Names

• Kaela Kaela Knutson-Huffman