Apella – Huntington Beach Email Format

Financial ServicesCalifornia, United States2-10 Employees

Apella – Huntington Beach is a small, employee-owned financial advisory firm based in Huntington Beach, California. It delivers planning and investment solutions that are grounded in independent, evidence-based thinking, drawing on academic research and long-term data rather than speculation to build portfolios and financial plans. As a registered investment adviser with the Securities and Exchange Commission, the firm emphasizes tailoring guidance to help clients pursue their important financial goals.

Operating within the financial services industry, Apella positions itself around a science-based approach to wealth management and client service. In 2026, the firm announced a leadership change with James J. Scanlan named chief executive officer, and it expanded its West Coast presence through a strategic partnership with Financial Connections Group.

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