Carpe Diem Financial Life Planning
Helping you seize the day and secure your future Get Your Free ConsultationIntroductory Video
Mission
Sit beside a diversely experienced 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 commisions 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. As a concierge financial advisor, we work together to create a comprehensive financial strategy tailored to your needs and highest aspirations. No more wait times or getting forgotten about by a large firm. At Carpe Diem Financial, you are my number one priority.
I serve people in Santa Cruz County and the Santa Cruz Mountains, including Ben Lomond, Boulder Creek, Scotts Valley, Felton, Santa Cruz, and more. 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
Financial Accounting
Finding your values with in-depth financial accounting, coaching, and, yes, 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.
Get in Touch
Schedule a free consultation related to your life plans.
“Carpe diem. Seize the day, boys. Make your lives extraordinary!” – Robin Williams in The Dead Poets’ Society