Libra Wealth LLC

Libra Wealth is an independent, fee-only financial advisory firm based in San Francisco, but serving clients around the country. We integrate life planning into the financial planning process to provide thoughtful advice as well as a sound financial framework to make life choices in a more meaningful and holistic way. Our investment strategies are rooted in discipline, with a focus on tax efficiency, reducing costs, and managing risk.

We have the expertise: As a CPA’s, CFP’s, & Registered Life Planners we’ve dedicated ourselves to helping clients like you achieve financial wealth and peace of mind. Learn how almost every facet of your life can be more rewarding at the same time as your nest egg is growing.

We’re independent: As an independent firm and fiduciary, we work for our clients — not for a brokerage firm, bank, or insurance company.

We’re passionate: The true purpose of financial planning is helping you live your best life in a balanced, thoughtful way, using the resources you have.

If you haven't noticed already, we're different than most traditional financial services firms, and proud of it. Starting with our first conversation, we carefully craft an experience that will add clarity, confidence, and flexibility to your financial and other life decisions. 

Visit our website to learn more about our services and schedule a 30-minute introductory call. 


Advisors at this Office


This Office

901 Center St. Santa Cruz, CA 95060 Phone: (831) 420-1340

Primary Office

16185 Los Gatos Blvd. Ste. 205 Los Gatos, CA 95032 Phone: (408) 721-1633

Other Offices

901 Center St. Santa Cruz, CA 95060 Phone: (831) 420-1340
201 Spear Street Ste. 1100 San Francisco, CA 94105 Phone: (415) 997-0750