Carpe Diem Financial Life Planning

Carpe Diem Financial Life Planning is a fee-only fiduciary firm which does comprehensive planning which combines insights of psychology and economics.  I advise clients in realty or business rather than just stocks and bonds and do tax preparation, representation and planning regularly.  

With Master’s Level knowledge of “Advanced Financial Planning” from Golden Gate University and ten year’s experience, I serve mostly neighbors near the San Lorenzo Valley:  Ben Lomond, Boulder Creek, Felton, Scotts Valley, Santa Cruz.  Let this diversely-experienced and over-educated CFP help you seize the day your dreams come true with sound financial architecture.

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Advisors at this Office

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This Office

870 Woodland Dr Ben Lomond, CA 95005-9365 Phone: (831) 539-9475

Primary Office

870 Woodland Dr Ben Lomond, CA 95005-9365 Phone: (831) 539-9475