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24 E. Cota Street, Suite 200, Santa Barbara, CA 93101

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About Us

We are a boutique, fee-based, advisory firm (RIA) specializing in advanced wealth management, comprehensive financial planning, active portfolio management, insurance solutions, and employer-sponsored retirement plans. Charles Schwab is our custodian who safeguards our clients' accounts. As an RIA, we are under the Pensionmark umbrella. Pensionmark was recently acquired by World, of which Goldman Sachs has an equity interest. As an RIA, we are held to the industry's highest standard of care - a Fiduciary Standard of Care with a legal and ethical requirement to always put our client's best interests before ours. We don't sell any proprietary products or charge commissions for our asset management services.

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Our Primary Purpose

We believe with better planning, our clients and their families will enjoy a more fulfilling life now and during their retirement years. Whatever your purpose in life may be, we want to help you maximize it - your purpose becomes our purpose. We have found that a team approach working with our clients' other financial professionals is an effective way to help clients with various needs as they maneuver through a complex financial services world. Our goal isn't to create a one-time sales opportunity; our goal is to develop a life-long relationship as your personal and trusted financial advisor.

Our Primary Purpose

We strongly encourage you to explore and take full advantage of the wide range and depth of our services. We firmly believe that financial planning offers extensive benefits to our clients. We understand that each client is unique and has different financial planning needs. Therefore, we give our undivided attention to every client from the planning stage through to execution and follow-up.

Working with a Certified Financial PlannerTM practitioner can help you anticipate and overcome many financial challenges that arise, helping you stay on track toward a purposeful and meaningful financial future.



Our Mission

Our mission is to enhance the quality of life for as many people as possible by providing sound financial planning strategies. Our aim is to help individuals not only live a fulfilling life today but also throughout their retirement years. At our firm, we believe in thinking outside the box and are not afraid to challenge conventional wisdom when it comes to investing and preserving wealth. We are dedicated to our clients and strive to ensure their satisfaction by putting all our energy and efforts into meeting their needs.

Our Guiding Principals

Our firm's guiding principles have always been to serve others with loyalty, kindness, respect, and professionalism while maintaining our character and integrity. We constantly seek to expand our knowledge and provide a superior client experience marked by transparency and exceptionalism, thus fostering trust. Additionally, we express our gratitude by giving back to our community and serving those who are underserved.

Our Commitment

To learn as much as we can about you and, with our expertise, we help you attain your most important financial goals as efficiently and effectively as possible.

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