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Your Next Chapter

We can help you bridge the gap between where you are and where you want to be.

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How You Get There Matters 
“You’re Not Alone in This Journey”

We're here for you, offering advice and support throughout all life's milestones.

Our Services 
Invest in Your Next Chapter

It’s time you changed the conversation about money from product-focused to process-driven. We’ll shatter your pre-conceived notions about money and what to expect from your financial professional

Retirement &
Income Strategy

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Tax-Efficient
Strategies

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Values-Based
Wealth Planning

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Divorce Planning 
(CDFA)

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Ongoing Guidance
& Support

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Questions We Help Answer
Real Guidance for Real Life Transitions

Financial education, meticulous planning, & clear guidance for your family and your future.

Am I Ready to Retire?

Am I Ready to Retire?

We strive to maintain strategic proficiency across a broad range of investor profiles.

  • Retirement & Income Strategies
  • Tax Efficient Strategies
  • Values Based Wealth Planning
  • Divorce Planning (CDFA) to plan the now.
  • Ongoing Guidance & Support to help you feel in control
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Will My Money Last?

Will My Money Last?

As an independent firm, we are committed to offering customized and actionable advice.

  • Retirement & Income Strategies
  • Tax Efficient Strategies
  • Values Based Wealth Planning
  • Divorce Planning (CDFA) to plan the now.
  • Ongoing Guidance & Support to help you feel in control
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Who Can I Trust?

Who Can I Trust?

We seek to build long-lasting relationships with our clients, offering education and guidance.

  • Retirement & Income Strategies
  • Tax Efficient Strategies
  • Values Based Wealth Planning
  • Divorce Planning (CDFA) to plan the now.
  • Ongoing Guidance & Support to help you feel in control
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Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

What Happens After Divorce?

What Happens After Divorce?

Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality.

  • Retirement & Income Strategies
  • Tax Efficient Strategies
  • Values Based Wealth Planning
  • Divorce Planning (CDFA) to plan the now.
  • Ongoing Guidance & Support to help you feel in control
Schedule a Free Consultation
How Do I Rebuild?

How Do I Rebuild?

No matter how complex your investing situation is, we can help.

  • Retirement & Income Strategies
  • Tax Efficient Strategies
  • Values Based Wealth Planning
  • Divorce Planning (CDFA) to plan the now.
  • Ongoing Guidance & Support to help you feel in control
Schedule a Free Consultation

Bay Area Financial Wellness and LPL Financial do not provide legal or tax advice. Please consult with your tax or legal advisor regarding your personal situation.

Test Your Knowledge
How Much Do You Know
About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

About Us
Meet Your Guide

Behind the Plan

Our team consists of seasoned professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, we are here to guide you on your journey. 

Our Resources
Learning Library

Retirement


We are committed to helping you build build a retirement strategy designed to keep you excited for what’s to come.

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Tax


We take into consideration the tax implications of your investments.

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Lifestyle


We aim to strike a balance between work and leisure.

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Investments


We have extensive experience managing high-net-worth portfolios.

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Estate


We'll help preserve your legacy for future generations.

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Money


We'll help you pursue your financial goals so you can take care of the rest.

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Take the Next Step

Let’s begin the conversation. Submit this form to schedule an initial conversation. 

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