The world’s first
Calmista is the world’s first holistic physical-mental-financial wealth management solution. Calmista means a wealthy person with a calm mind. Calmista is your personal confidant, accountability partner, and consultant whenever you need help.
Objectivity
Calmista provides independent assessment, analysis, and guidance with your best interest at heart.
Accessible and Value-for-Money
Calmista is at your fingertip whenever you need help to navigate the uncertainty of growing wealth to live a fulfilled life. You only pay for products you need.
Community
By joining Calmista, you will be joining a community of self-motivated individuals who you can learn, share, and grow with.
Calmista disrupts traditional financial planning and advice
Unlike traditional money approaches that focus solely on budgeting and earning, Calmista provides tools to help you grow Financial, Physical, and Mental Wealth together, the three interconnected legs of a fulfilled life.
Traditional: Single-minded focus on money issues
- Calmista uses a multi-prong physical-mental-financial approach
- Helps you to address real root causes of money issues which can be money or physical or mental behavior
- Helps you to build long-lasting wealthy habits
Traditional: Conflicts of interest
- Calmista offers real-life examples and lessons you can leapfrog to know what you need.
- Many traditional service providers want to sell you services they have, instead of the services you need if you don’t know what you need.
Traditional: Expensive Fee or Commission-based
- Calmista offers value-for-money checkups and independent assessments
- Keeps your best interest at heart and doesn’t sell financial products
- You only pay for the tool you need to assist you in being the expert in your life
Meet our advisory board.
At Calmista, we believe in taking bold risks, building new things, and bringing unique perspectives to all that we do.
Linh Nguyen, CPA
Founder
An internationally experienced financial strategy, risk, and budget management expert.
Awarded the Endeavour Award by the Prime Minister of Australia, lived in 5 countries, and visited 60+ countries.
After pursuing a personal financial independence goal for 5 years, Linh understood a money goal wasn’t the solution to living a fulfilled life.
Experiencing early health issues, Linh mastered skills to enhance physical wealth and mental wealth while building financial wealth toward living a dream life.
Terence O’Rourke, Jr. M.D.
Advisor
6 years of active duty as a physician in the United States Air Force.
Worked as a doctor in 8 different countries, including Eswatini, Tanzania, Zambia, and New Zealand. Currently a full-time Family Medicine provider in Bethlehem, PA, USA.
Remains a frequent age group winner in road races, super fit.
Interests in Self Care, Fitness, Giving Back, Mentoring, Travel, and Disease Prevention.