Our Approach

We often hear from clients that they want to feel free to enjoy time the way they choose. That could be with friends and family, growing their business, traveling in retirement, or on the hobbies that they love.

Whether it's managing investments, financial planning, or both, at the core of what we do is to help you to leverage our experience and resources, allowing you to spend time on what's most important to you and that brings you joy.  We want you to have the freedom to spend time the way you want, retire when you’re ready and enjoy life without worrying about finances.

No one strategy fits everyone, which is why every client gets our undivided attention — from planning to execution to follow-up. We take a proactive approach to help you develop a strategy that addresses your financial goals and objectives, leveraging us as your financial advocate.

Key Principles for Success

There are certain financial and investing principles that we believe are important to help us succeed in addressing your goals:

Markets Move in Full Cycles Over Time
When looking at how markets perform throughout history, trends or cycles emerge with a natural flow of ups and downs over time. Investing for a short period of time may cause investors to miss out on those up periods, so we believe it is better to invest for longer periods to benefit from the long-term growth potential of the market.

Investing is Better for Generating Growth and Income than Not Investing
Not investing – keeping too much cash in savings, for example – can be a safe bet. But most people need to generate at least some growth to have the income they need to live the life they want. That means taking on some risk in an effort to grow your assets – tailored to your ability, willingness and need – through investing.

Working With a Professional is Important
We don’t diagnose our own medical issues or try to operate on ourselves.  Similarly, we believe investors benefit from having a professional manage their investments. Not only does it free up your time to enjoy the important things in your life, it can help you stick to your plan when emotions come into play, preventing mistakes or jumping in and out of the market.

Market Volatility Resources

For more information about our firm and the services we offer, send us a quick email or call the office.
We welcome the opportunity to speak with you. 

connectwithus@socalcfa.com |  805-499-5700