Broker Check

Who We Are

Who We AreBeyond Traditional Finance – 
A New Era Of Wealth Strategy.

What began as a vision from Steve Dark more than 30 years ago has grown into a Group serving clients from coast to core—with offices in Santa Monica and Dallas. Along the way, we’ve helped executives, business owners, and athletes stay on the right path to their goals and legacies.

We didn’t build this overnight. It happened one conversation, one meeting, one policy, one smile at a time. That’s why thousands have trusted us—not just with their wealth, but with their future.

Today, One Wealth is more than a financial firm. It’s a team, a process, and a promise: to turn ambition into clarity and wealth into legacy.

Meet the TeamYou Are Not A Client. You’re Our Partner.

Steve Dark<sup>Founding Partner, One Wealth Partners Financial Group</sup>

Steve DarkFounding Partner, One Wealth Partners Financial Group

For over 30 years, Steve Dark has challenged the status quo of financial professionals—by asking the questions that matter, not just the ones that are convenient. What began as a vision in Santa Monica has grown into a thriving Group with dual hubs in Santa Monica and Dallas, guided by a belief that true wealth is built through clarity, purpose, and enduring relationships.

Steve’s reputation—recognized by Forbes and earned through continuous Million Dollar Round Table and Top of the Table* distinctions—rests not on flashy transactions, but on thoughtful dialogue. He helps executives, business owners, and athletes prioritize what truly matters, crafting strategies that evolve as life unfolds.

Graduating from Arizona State University in 1996, Steve dove into finance with focus, rapidly rising through national ranks. Yet, his true measure isn’t professional accolades—it’s the trust forged over decades, one conversation, and one partnership at a time.

Steve is securities licensed in CA and TX.

Founding Partner
(213) 700-2000
Steve@OWPFG.com

Forbes 2024 [Top in state, Top Financial Security Professional]— Award granted prior to July 24, 2025, during Steve Dark’s affiliation with MassMutual.* Based on sales criteria

Zane Dark<sup>Partner &#38; Property &#38; Casualty Insurance Professional</sup>

Zane DarkPartner & Property & Casualty Insurance Professional

Zane Dark leads the Property & Casualty (P&C) division at One Wealth, establishing a multistate practice grounded in customized coverage and trusted relationships. With access to over thirty carriers, Zane tailors solutions for everything from personal lines and high-net-worth profiles to complex commercial portfolios.

Before joining One Wealth, Zane honed his strategic thinking and client empathy in the media and advertising world, working on radio, TV, and digital campaigns in Los Angeles. That experience gave him a refined sense of what his clients genuinely need—and how to deliver it.

A University of Colorado Boulder graduate, Zane majored in Communications with an Economics minor, balanced academics with competition as a member of CU’s baseball team, and enriched his college years through leadership in Kappa Sigma fraternity. His passion for sports and fitness continues today, fueling the energy he brings both inside the office and outdoors.

Insurance runs in his blood—raised alongside his father, Steve Dark, in the industry. Now, Zane is forging his own legacy, building the One Wealth P&C practice with the same values of integrity, clarity, and endurance that define the Group.

Partner & Property & Casualty Insurance Professional
P&C License #4068182
(310) 966-7858
ZDark@OWPFG.com

Jacob Morningstar<sup>Chief Financial Officer &#38; Investment Advisor</sup>

Jacob MorningstarChief Financial Officer & Investment Advisor

Jacob Morningstar approaches finance with a belief that good decisions come from clarity, discipline, and the courage to question assumptions. What started as an analyst’s curiosity has grown into a career spanning the U.S., Canada, the U.K., and France—managing £185M (US$240M) and guiding clients through the realities behind the numbers, not the noise around them.

Being a market analyst at heart, Jacob’s strength comes from translating complexity into direction. With experience on equity and multi-asset desks, and years spent developing research, portfolio construction, and risk frameworks, he brings a mindset that blends engineering precision with market intuition. His philosophy is simple: understand the data deeply, communicate it plainly, and make decisions that hold up across cycles. 

Jacob holds a Master’s in Financial Analytics, a Bachelor of Commerce in Business Technology Management from the John Molson School of Business, and a Bachelor in Aerospace Engineering from the University of Montreal. He also holds the Series 65 investment advisory license.

Yet, like Steve, he measures his work not by credentials but by trust—earned conversation by conversation, household by household. His focus at One Wealth Partners Financial Group is to align the firm’s strategy with its purpose and ensure that every decision, financial or otherwise, stands on solid ground.

In his words, his mandate is straightforward:
“Build with integrity, think long-term, and leave any community you take part in stronger than you found it.”

Chief Financial Officer
(917) 916-2033
Jacob@OWPFG.com

Eliana Salgado<sup>Executive Assistant to Steve Dark</sup>

Eliana SalgadoExecutive Assistant to Steve Dark

Since 2019, Eliana has been the indispensable right hand to Steve Dark—coordinating schedules, managing client relations, and ensuring every detail of our clients’ wealth journeys is handled with grace. As a licensed Notary Public, she brings precision and trust to every document, from legal affidavits to group grants.

Before joining One Wealth, Eliana sharpened her organizational expertise at a financial firm in Century City, supporting 20+ agents, and earlier as a case manager at a Los Angeles employment law firm—managing 75 cases, depositions, and client interactions simultaneously. That background gave her a rare blend of empathy and operational excellence.

Eliana graduated from Cal State, Northridge, and today she brings the same methodical, client-first mindset to travel, culture, and exploration—often found strolling museum halls or discovering the narratives behind every city. Her dedication ensures our clients receive flawless service, every time.

Executive Assistant to Steve Dark, Notary Public, commission #2514415
(424) 581-0531
ElianaS@OWPFG.com

Evelyn Medina<sup>Insurance Underwriter</sup>

Evelyn MedinaInsurance Underwriter

For over 16 years, Evelyn has been the steady hand guiding high-net-worth clients, executives, and business owners through the underwriting maze. She ensures that every required form, signature, and nuance is accounted for — managing each policy from paperwork to final approval with thoughtful precision.

Evelyn’s partnership with Steve Dark predates One Wealth, a testament to her expertise and the trust she brings to our clients’ most complex insurance needs. Armed with a Business-focused Associate's Degree from Long Beach City College and a Life & Health Insurance license in California, she brings both knowledge and finesse to the process.

At home, Evelyn’s legacy continues with her two young boys and their furry companions — when she’s not chasing down details, she’s capturing the world through outdoor photography or enjoying a family walk, dogs in tow.

Insurance Underwriter
(424) 581-0532
EvelynM@OWPFG.com

Frances Beck<sup>Client Operations</sup>

Frances BeckClient Operations

Frances Beck brings more than a decade of experience in operations, with a strong focus on organization, efficiency, and delivering a seamless client experience. She holds an MBA in Business Marketing from Southern New Hampshire University, where she graduated at the top of her class and earned Dean’s List recognition for her academic performance. 

At One Wealth Partners, Frances supports the firm’s operational infrastructure and ensures that client service processes run smoothly and efficiently. Her attention to detail and commitment to organization help maintain the high standard of service the firm provides to its clients.

Originally born in Long Beach, California, Frances later moved to Malibu, where she graduated from Malibu High School. She currently resides in the Mar Vista / Santa Monica area.

Outside of work, Frances enjoys playing tennis, cooking, reading, spending time at the beach, and sharing time with her husband and their pets—two dogs and a cat. She lives by a simple philosophy that guides her daily life: “Make three people smile every day.”

Client Operations
(424) 581-0534
FrancesB@OWPFG.com

Get StartedYour Future Deserves a Conversation

At OneWealth, our greatest asset isn’t in markets or policies—it’s in people.

Every conversation, every plan, and every milestone begins with the dedication of a team that blends decades of financial expertise with a genuine commitment to relationships. From wealth strategies to insurance solutions, from underwriting to client service, our team brings clarity, discipline, and personal care to every client we serve.

When you work with One Wealth, you don’t just get one advisor—you get a Group. A team aligned around a single goal: helping you protect today, grow tomorrow, and build a legacy that lasts.

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