California-based Willow Creek Financial Services has added David Homan as a financial advisor.

Homan joined the firm this year from Private Ocean, a San Rafael-based wealth manager where he was a senior wealth advisor. There, he specialized in portfolio management and financial planning for high net worth individuals.

Homan also owns Intersect Marketing Group, an online marketing services firm for small business and real estate professionals.

Overall, he has been in the industry 10 years and advises individuals on tax planning, estate planning, risk management, and charitable strategies.

Willow Creek was founded in 1984 and its advisors work on a fee-only basis, typically through a combination of hourly, financial planning and asset management fees, it said.