Concierge Financial Services
Empowering you to make your financial dreams come true in the Santa Cruz Mountains.
Our Financial Services Offerings
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.
About
Robert C. Arne
Owner
Robert Arne is the owner of Carpe Diem Financial, where he offers comprehensive financial services in Santa Cruz County. He studied political economy and history at University of California, Berkeley; University of Chicago; and Oxford University. In addition, he learned financial markets from Nobel Laureate professors, and augmented this education with a CFP® and a Master’s in Advanced Financial Planning from Golden Gate University, where he now teaches finance as a professor. Robert understands business with everything from his knowledge of business plans and tax returns to his real-world experiences founding a tutoring center, a school, a nursing home, and doing multiple real estate ventures.
Robert lives in the heart of the beautiful Santa Cruz Mountains in Ben Lomond, CA. He devotes his time to delivering the best in concierge financial services to his cherished clients. When he isn’t studying market trends, you’ll find him rebuilding his mountain chalet, studying Buddhism and history, tending pet koi, and writing a novel about religion in Revolutionary China.
Areas served include Felton, Ben Lomond, Scotts Valley, Boulder Creek, and Bonny Doon, but for clients coming from farther away Robert offers Zoom appointments.
CFP #208897
Enrolled Agent #00102250
NMLS #2565162
DRE #01214571
Broker: Hill Mortgage Inc.
NMLS #2134092 DRE #02142750