The Inflection Advisors Team

CA based financial planning firm

Our Goal is Achieving Your Goals

At Inflection Advisors, your well-being is our primary focus.

Our firm desires to create lasting relationships through impactful financial planning, assisting through life events and establishing a strong investment foundation.

Setting You Up For Financial Success

We believe in a five step process for continued financial growth:

Fact Find – Data Gathering – Investigation

Get a deep and clear understanding of your current situation while understanding where you would like to be in the short, mid and long term.


Analyze data, run what-if scenarios and provide a pro/con of current actions and potential changes.


Propose road map to achieving goals and provide guidance around challenges and opportunities.


Rolling out the plan and using our advanced planning for systematic start with the foundation of what is most important and then moving along other pieces of the plan. Depending on complexity, this process can take time to fully be completed.

Regular Monitoring

An agreed upon schedule monitoring the plan will be put in place, this could consist of phone meetings, quarterly investment updates or monthly financial planning meetings to stay on track. Finding what works to keep us both accountable is important.

Why People Seek Advice

Why people work with a financial advisor:

  1. To take action
  2. To reduce complexity
  3. Save time
  4. Offload unpleasantness
  5. Make someone else happy
  6. To increase confidence
  7. To make better trade offs
  8. Receive encouragement
  9. To have someone to blame
  10. To feel safer

People seek advice to solve a problem, so that they can feel more settled as a result.

Working with women business owners, millennials or the many Los Angeles entrepreneurs, our vision always remains at the core of our daily activities.

As advisors we want to impact many facets of your life, these positive impacts first through your finances can be the catalyst for improving all four pillars of your well-being:

  1. Finances
  2. Family, Friends and Communities
  3. Career & Daily Activities
  4. Health – both Physical and Mental

Our firm works well with younger clients that want to take ownership of their finances. We know that forming our relationship early ensures a much larger impact over your lifetime. We are able to create good habits, establish the right foundation and assist through many life events, job changes, successes and challenges.

We want to build a trust that allows to spend the time doing the things you love and improving your well-being.

The Financial Principles We Stand By

Every relationship is different, but our firm follows the same foundational approach to working with you and looking to achieve your goals.

Much of what we do centers around relationships. Because any financial strategy must be informed through an understanding between a client and his/her advisor. Most advisory firms focus on the assets being managed without considering the other financial matters that impact and play a major role in what you do/who you are. At Inflection, the playing field is leveled, meaning we value the process of learning. Learning from you and in turn helping you learn how to take charge, and build a roadmap of success that can sustain for years to come.

The approach is collaborative, engaging, and lasting. We know that things come up and are here to support you in your growth. Above all, you are sitting in your prime and its important to work together to realize your promise and potential now.

Our Advisors

Get to know us.

inflection advisors greg karis

Gregory Karis - President & Advisor

Gregory Karis – President & Advisor

I started in financial services 8 years ago working with a large MassMutual office. Mentorships and experience working with high level advisors in Los Angeles provided me with valuable skills that I constantly am fine tuning. My lifelong passion of markets and business, help shape a vision of creating something bigger with a larger positive impact on more people. Inflection Advisors grew out of this drive to do more and be a better advisor. My free time is filled with being active outside, surfing since I was a child and exploring new places around the world traveling. I try to challenge myself daily whether it be physically or taking up a new hobby, and I became a father to our first child, Kennedy in September. My wife and I could not be happier to have her to brighten our days.

Based in Los Angeles

inflection advisors russell

Russell Telfer - Advisor

Russell Telfer – Advisor

I was born and raised in the San Francisco Bay Area, where I currently reside with my incredible wife Maddie. My passion is helping people DEFINE and SOLVE their money goals. After earning my Bachelors in Finance, my Life and Annuity licenses, and Series 7 / 66, I was fortunate to join Greg at Inflection Advisors. My clients consist of retirees (or those soon to be), young professionals starting their wealth journey, and everyone in between. I practice a “knowledge-first” philosophy by educating clients on all possibilities, and I take pride in my ability to make complex conversations clear. We’ll work together to formulate the best approach for your money goals, because financial planning should make you feel empowered and at ease.

Bay Area Location

Katia Kin - Administrative Assistant/Paraplanner

My interest in financial services has developed in the past few years through my exposure working with clients and understanding a firm. I am looking forward to graduating in May 2021 with a bachelor’s degree in finance and business analytics, I have gained applicable knowledge from my university and have truly built experience from working with Greg and Russell this past summer as an intern. Whether this is addressing clients, working behind the scenes, or delving into the planning and portfolio building, I continue to learn and apply my analytical mindset, ensuring our client’s goals are met.

Los Angeles

Our Collaborators

Day to day our firm works with many professionals, below are some of the partners that continue to help make us better advisors for you.

TD Ameritrade Clearing, Inc – TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent Registered Investment Advisors (RIAs). “We believe the fiduciary standard gives advisors and their clients the best chance at a successful relationship, so we’ve made it our mission to do everything we can to stand up for the RIA industry.”

Dimensional Fund Advisors (DFA) – Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. We seek to add value by building portfolios that target higher expected returns in a cost-effective manner. Through a dynamic investment process that integrates research, portfolio design, portfolio management, and trading, we manage the tradeoffs that matter for performance—balancing competing premiums, diversification, and costs.

MFE Insurance Brokerage – Los Angeles, Detroit & Pittsburgh offices – MFE Insurance Brokerage is an Independent Insurance Agency with offices on the east and west coast. We quote and place insurance through many carriers guaranteeing you are getting the most competitive price available. It’s our mission to provide the best customer service ensuring we are making our clients lives a little easier.

Inflection Advisors receives zero referral fees or compensation for anyone that decides to do business with our collaborators.