By using the two largest and most reputable custodians in the financial industry, clients will have a robust online platform with access to low cost, non-proprietary investment portfolios through our firm. Both custodians provide security, stability, and reliability, all while receiving comperhensive planning advice from an independent advisor.
Our investment advisory services are fee-only. There will be no commissions or "fee-based" transactions in our advisory portfolios. We will show you your fees will typically be less than that of a average mutual fund or a professionally managed account at any discount brokerage firm. We have no proprietary investment products and are free to use any investment to address your needs. Gone are the days of your advisor choosing his firms funds and products. Confident Choices.
Chris Olivarez
With nearly 14 years of experience with firms like Merrill Lynch and Fidelity Investments, Chris advised the firm’s high-net-worth clientele which included corporate executives, engineers, business owners, and retirees throughout the Bay Area. While he enjoyed working closely with so many clients, he felt limited by sales quotas and proprietary products. With a desire to work objectively without bias, he became an independent advisor and formed his firm with the mission to provide exceptional service to a limited number of clients.
Chris graduated with a bachelor’s degree in Business Administration from San Jose State University and completed an Executive Certificate in Financial Planning from Santa Clara University Leavy School of Business. He also holds the CERTIFIED FINANCIAL PLANNERⓇ designation through the CFPⓇ Board