Concierge Financial Services
Empowering you to make your financial dreams come true in the Santa Cruz Mountains.
Our Financial Services Offerings
Carpe Diem Financial is a comprehensive financial services firm located in Ben Lomond, CA.
Choose the option below that best fits your goals.
Financial Life Planning
Helping you realize dreams with empathetic listening, wisely diversified investing, and solid financial architecture.
Tax Preparation
Helping you save taxes with expert preparation, shrewd representation, and CFP tax planning.
Mortgage Brokerage
Helping you finance the home of your dreams with a mortgage, while a CFP guides you through your financial plan.