Who We Are

Truly Aligned is a concierge family office offering comprehensive financial strategies and fiduciary services.

Co-founders, Erin and Max, are highly skilled financial strategists who take a unique client-centric approach, going beyond the traditional numbers-focused advisory role.

Through their process, clients discover clarity and gain a profound understanding of the bigger picture, enabling them to make informed decisions and take meaningful action steps. By grounding financial decisions in personal values and aspirations, Truly Aligned helps individuals find purpose and meaning in their financial journeys.

Our Core Values

Max Clifford

Max Clifford, CEPA

Wealth Advisor

Listening is at the core of what I do. I focus on truly hearing my clients and understanding your values and goals. Our relationship is not just about financials; it’s a partnership that propels you toward your ideal life.

When dealing with a complex financial situation, the next steps may not be clear. Because of this we’ve designed a specialized process to give you an understanding of the bigger picture, which in turn makes the next financial steps obvious.

I find fulfillment in offering you clarity and confidence when it comes to making financial decisions. Through our collaboration, you’re not just creating a legacy of wealth – you’re imparting wisdom and a better life for your family all while contributing to a better world.

Max Clifford
Erin Cary

Erin Cary

Wealth Advisor

I specialize in working with powerful women who are driven to make a significant impact in our world. My mission is to show you that financial decisions can be both empowering and enjoyable, rather than overwhelming and anxiety-inducing. 

It is common to feel uncertain about which steps are next best to take. When we noticed this pattern, we created a specialized process that enables you to visualize the bigger picture. With this newfound awareness and understanding, your next steps become clear, achievable, and meaningful. 

I absolutely love what I do. Watching my clients live their ideal lives is what fuels my passion and dedication every single day. Together, we will conquer the financial complexities of life, providing you with a sense of security and the freedom to focus on what truly matters most to you. 

Jena Johnson

Jena Johnson

Operations Manager

I take pride in providing exceptional support and ensuring the smooth functioning of our practice. With a passion for organization and a keen eye for detail, I strive to optimize efficiency and create a seamless client experience.

From scheduling appointments and managing calendars to addressing inquiries promptly, I am committed to ensuring our clients feel valued and well taken care of throughout their financial journey.

A well-functioning team is the heart of any successful enterprise. I work closely with Max and Erin and the rest of our team to ensure a collaborative and supportive work environment. Together, we are dedicated to achieving our clients’ financial goals and exceeding your expectations.

Jena Johnson
Jim Worden B&W

James Worden

CFA®, CMT®, CAIA, Chief Investment Officer

With over 22 years of investment experience, Jim is a seasoned advisor with expertise in building and managing multiple advisory platforms, mutual funds, and investment strategies. He holds the Chartered Financial Analyst® and Chartered Market Technician designations and has overseen $4 billion in managed assets at Allworth Financial. 

Jim enjoys nature, reading, hiking, and spending time with his family and dogs by the lake, river, or beach.

Amber Kodad Portrait

Amber Kodad

CFP®, MBA, Financial Planning Director

Amber assists the team in creating and developing client’s Comprehensive Written Financial Strategy, while working with Erin & Max to create a meaningful plan that aims to secure clients’ futures and accomplish their goals. She gradated from San Diego State University with a Bachelor of Science in Financial Services, and obtained a Master’s degree in Business Administration through California Miramar University.

Amber has twin baby girls, Adalyn and Paige, that keep her very busy. With any spare time, she likes to hike, run, travel, and spend time outdoors with her dog Bailey.

Amber Kodad Portrait

Megan Wilsey

CFP®, CPA, Financial Planner

Megan Wilsey, a CFP®, collaborates closely with Amber, Max, and Erin, specializing in holistic financial planning services. With a background in public accounting, Megan embraces her mission of empowering clients with financial tools and knowledge to pursue their version of success. 

In her spare time, she enjoys adventurous outings with her dog, cooking, weightlifting, and exploring new experiences.

Kathleen Talamayan

Kathleen Talamayan

Financial Planning Paraplanner

Kathleen assists the team by preparing the initial stages in creating financial plans. She provides administrative assistance regarding the Personal Financial Website as well as supportive services to the advisors. Kathleen recently graduated from San Diego State University with a degree in Finance and is eager to continue learning in the Financial Services industry.

In her free time, Kathleen enjoys working out and practicing yoga.

Kathleen Talamayan
Ray Bell Portrait

Raymond Bell

CLU Advanced Insurance Consultant

With over 20 years of industry experience, Ray is a well-respected specialist in advanced underwriting, large case design and negotiation. Ray was an internal wholesaler at Sun Life and most recently Senior Sales Consultant at LPL. His wide-ranging experience includes corporate impaired risk underwriting, sales, marketing, product design and operations.

In his free time Ray enjoys cooking, pairing fine wines, mountain biking and attending classic car shows.

What Our Clients Say

“Given Me Clarity & Confidence”

"Working with Truly Aligned has been a game-changer for my financial well-being; their expertise and personalized approach have given me the clarity and confidence I needed to navigate complex financial decisions."
Health Care Professional
San Diego, CA

“Strategic Insights & Unwavering Commitment”

"I can't thank Truly Aligned enough for their guidance and support in managing my finances; the strategic insights and unwavering commitment have significantly improved my financial outlook and provided me with peace of mind."
Small Business Owner
Denver, CO

“They Empowered Me to Live Life on My Own Terms”

"Truly Aligned understood my desire for an unconventional lifestyle and provided personalized financial guidance that empowered me to live life on my own terms while securing my financial well-being."
7-Figure Digital Nomad
Anywhere, USA

“A Focused & Purposeful Journey”

"Truly Aligned transformed my scattered financial situation into a focused and purposeful journey, allowing me to confidently pursue my goals with clarity and direction."
Small Business Owner
Denver, CO

Seeking clarity & direction?

We can help you bring your ideas to life. Let’s talk about what we can build and raise together.

Together we can build an aligned life.

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