Carpe Diem Financial Life Planning
Helping you seize the day and secure your future Get Your Free ConsultationWatch our Introductory 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. As the top Santa Cruz Mountains financial planning firm, 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 shuffled around by a corporate 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
CFP #208897
Enrolled Agent #00102250
Services
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.
Financial Planning Articles
Wartime Financial Planning
History suggests that politicians, seeking victories, frequently underestimate the length or devastation of wars: see the South in the five-year Civil War…
Financial Wisdom for the Ages: Celebrating 50 Press Banner Articles
In honor of 50 of my articles getting published on the Press Banner, here’s a review of my in-depth pieces on financial education, history, and planning…
The Millennials: Nurtured for Prosperity
Born between 1981 and 1996, 72 million increasingly diverse Millennials today thrive in midlife. Using social media for networking and efficiency…
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“Carpe diem. Seize the day, boys. Make your lives extraordinary!” — Robin Williams in The Dead Poets Society