Charvela Capital is a boutique financial planning firm based in South Orange County, California, serving clients nationwide. Founded by Aaron Tucker, CFP®, the firm focuses on helping individuals and families align financial decisions with their values, goals, and vision for the future. Its collaborative approach combines established investment principles, market analysis, technology, and personalized planning to turn complex financial information into practical strategies.

Charvela offers three service options. The Core Financial Plan provides a comprehensive plan covering investments, retirement, life insurance, and estate considerations, with advisor meetings to review and refine recommendations. The Premier Financial Plan adds multi-scenario comparisons, advanced planning strategies, and coordination with tax and estate professionals for clients with more complex needs.

For those seeking ongoing support, its fee-based fiduciary service includes investment management, monitoring, regular communication, and annual plan updates. Charvela emphasizes understanding each client’s circumstances and agreeing on costs in advance, with custom arrangements considered where appropriate. The firm is supported by LPL Financial, through which securities and advisory services are offered