Jeff Wheeler took an indirect path to a very enviable position in the world of holistic financial planning. A studio guitarist turned estate laywer turned financial planner, he's now president of the Wealth Collaborative in Los Angeles, where he manages $290 million for actors, writers, producers and athletes.

But Wheeler remains private about the public clients he serves. That's the way they want it - no website, no social media, strictly word-of-mouth referrals.

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