Mission
Sit beside a diversely experienced and overly educated Certified Financial Planner who gives holistic financial advice as a fiduciary pledged to advise with your best interests first. I work strictly on an hourly or retainer fee basis to incentivize objective and holistic advice. By refusing any commissions or compensation related to your investments, you can be assured that I am as focused on your life goals, business, tax, and estate planning as I am on how to most wisely invest your money. I serve mostly people in the Santa Cruz mountains. Let me help you seize the day with sound financial architecture.
For wisdom with compassion,
Robert C. Arne, MA, EA, CFP, MS in Advanced Financial Planning
introductory video
SERVICES
Empathetic Listening
Finding your values with financial coaching and therapy.
Wisely Diversified Investing
Staying the course of wisdom with superior market strategies and honoring your principles.
Solid Financial Architecture
Calculating optimal returns for your future based on a sound financial foundation.
“Carpe diem. Seize the day, boys. Make your lives extraordinary!” – Robin Williams in The Dead Poets’ Society