The Methods We Use

First and foremost, we work for our clients in a fiduciary capacity. This is a highly important distinction between us and most of our peers. We must act in your best interest and avoid all conflicts of interest. Unfortunately, some of the financial advisors in the U.S. do not wish to act on your behalf as a fiduciary.

As a CERTIFIED FINANCIAL PLANNER™, we advise individuals on all of their financial planning questions, including 401(k)s, IRAs, stocks, bonds, mutual funds, ETFs, annuities, life insurance, long-term care insurance, and other financial planning needs.

It may interest you to know that our company is one of the first corporations in California to be formed as a B Corporation. As a Benefit Corporation we are governed by a different set of rules when it comes to company profits. It is a philosophy we are invested in as we see it as a better way for business and capitalism.

We truly believe all businesses can strive to treat the planet and their people (both employees and local citizens) better. Profits are important, to be sure. But equally as important are the people we live, work, and play with on this beautiful planet of ours.

Couple meeting with their advisor