Ekenna Anya-Gafu, CFP®, AAMS®, AIF®
Founder and Chief Compliance Officer
Ekenna Anya-Gafu is a seasoned financial professional with a distinguished career in wealth management. He specializes in managing relationships with High—and Ultra-High-Net-Worth clients. Before earning a double major in Business Administration with an emphasis in Finance and Economics, he earned an Associate's Degree in Behavioral Science from City College of San Francisco.
Throughout his career, Ekenna rapidly ascended through roles that honed his expertise in financial consulting and client relationship management.
As the President of Wealth Management at Bay Street Capital Holdings, he was instrumental in growing the business assets under management (AUM) from $200K to $480M, showcasing his profound ability in financial marketing and strategic leadership.
Currently, Ekenna leverages his extensive qualifications, including Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), and Accredited Asset Manager Specialist (AAMS), to guide clients through financial planning and investment portfolio management. His role is pivotal in creating bespoke financial solutions, significantly enhancing client satisfaction and engagement.
Looking ahead, Ekenna remains dedicated to his team's continuous growth and their client's success, ensuring their financial goals are met and exceeded. His forward-thinking approach and ongoing dedication to excellence are fundamental to his role and the organization's broader goals.
Denisse Arebalo
Senior Investment Adviser
Denisse Arebalo is a seasoned professional in the finance sector, boasting a robust 19-year track record. As a Senior Investment Advisor, she brings a profound commitment to empowering individuals and organizations, particularly underserved communities, reflecting her Hispanic heritage's influence on her work. With a bachelor’s degree in economics from San Diego State University and holding Series 7 and Series 66 licenses, Denisse's expertise is broad and deep.
In her previous roles, including a decade as a business manager, six years as a financial consultant/advisor, and over five years in tax preparation, Denisse has consistently demonstrated her ability to navigate complex financial landscapes. Her current responsibilities include guiding small enterprises, startups, and individual clients toward realizing their financial aspirations, leveraging her extensive knowledge to provide strategic investment advice and comprehensive financial planning.
Outside of her professional endeavors, Denisse is an avid salsa dancer, a passion that keeps her connected to her cultural roots and provides a creative outlet. This interest in dance complements her professional focus by emphasizing balance and rhythm in her personal and professional life.
Looking forward, Denisse is dedicated to continuing her journey with the team. She strives to bridge the gap between financial acumen and personal fulfillment for her clients. Her commitment to delivering informed and empathetic financial guidance is key to her—and our team’s—ongoing success.
In her previous roles, including a decade as a business manager, six years as a financial consultant/advisor, and over five years in tax preparation, Denisse has consistently demonstrated her ability to navigate complex financial landscapes. Her current responsibilities include guiding small enterprises, startups, and individual clients toward realizing their financial aspirations, leveraging her extensive knowledge to provide strategic investment advice and comprehensive financial planning.
Outside of her professional endeavors, Denisse is an avid salsa dancer, a passion that keeps her connected to her cultural roots and provides a creative outlet. This interest in dance complements her professional focus by emphasizing balance and rhythm in her personal and professional life.
Looking forward, Denisse is dedicated to continuing her journey with the team. She strives to bridge the gap between financial acumen and personal fulfillment for her clients. Her commitment to delivering informed and empathetic financial guidance is key to her—and our team’s—ongoing success.