Experience You Can Trust
With over 90 years of combined experience, Mario, Walter, and Mike bring a depth of expertise and a client-first philosophy to every relationship. We proudly serve individuals, companies, nonprofits, retirement plans, and foundations, tailoring our approach to meet each client’s unique needs.
Meet Our Team
Mario, Walter, Mike, and Chris are more than financial advisors—they are your partners in clarifying complex financial landscapes and life’s everyday challenges. Their combined expertise ensures that your goals are met with personalized guidance.
Mario Bernardi & Mike Ochoa
Mario Bernardi and Mike Ochoa lead the Focused Wealth Management group. Along with their colleagues, Walter Musumeci and Chris Fallon, they serve a diverse and inclusive clientele, tailoring their approach to meet each client’s unique needs.
Mario and Mike each have several decades of experience, across a variety of leadership roles in the financial services industry. Areas of expertise include: retirement planning and distribution strategies; 401k plans; college saving and education planning; asset and income protection; cash flow and market risk management and specialized fixed income investing.
Mario and his wife Beth split their time between Northbrook, IL and Door County, WI. They have three adult children, Peter, Analisa, and Sophia. Mario enjoys traveling, cycling, and pickleball.
Mike and his wife Theresa live in Clarendon Hills, IL. They have three adult children, Danny, Mike, and Dylan. Mike is an avid golfer and enjoys sailing and woodworking.
Walter Musumeci
Walter has spent his career helping investors manage portfolio risk. His clients range from individuals to foundations, retirement plans, and nonprofits. Walter benefits clients by building investment strategies, carefully monitoring risk, and delivering the highest quality of personalized service.
Walter hosts the Weekly Investment Podcast. The W.I.P. cracks into the week’s must know investment news and the financial impact to you. New episodes are available every Friday. Listen here: The W.I.P.
Walter lives in Champaign, Illinois with his wife, Nicole, and their two children, Massimo and Mariella. Walter enjoys giving back to his community, staying fit, and travel.
Chris Fallon
Chris Fallon joined Focused Wealth Management in 2025. After spending almost 15 years with a large asset manager, he decided to use that experience to help serve individual investors, businesses, and retirement plans.
With his colleagues, Mike, Mario and Walter, Chris focuses on helping investors develop a plan to meet their unique long-term goals. This includes portfolio construction/risk management, retirement planning and education planning.
Chris and his wife, Amanda, reside in La Grange Park with their daughter, Mollie, and their Italian Mastiff, Junie. Chris is a die-hard Bears fan, an avid golfer and enjoys staying fit.
Our Approach
Our focused approach is attentive to each client's unique goals. This allows for customized solutions for growing and protecting wealth, organized financial planning and comprehensive advice and service.
Let’s Get Started.
Take the first step toward financial clarity today by exploring our services or reaching out to our team.