Carpe Diem Financial Life Planning
Sit beside a diversely experienced and overly educated Certified Financial Planner who gives holistic financial advice as a fiduciary pledged to advise with your best interests first. I work strictly on an hourly or retainer fee basis to incentivize objective and holistic advice. By refusing any commissions or compensation related to your investments, you can be assured that I am as focused on your life goals, business, tax, and estate planning as I am on how to most wisely invest your money. I serve mostly people in the Santa Cruz mountains. Let me help you seize the day with sound financial architecture.