Mission

Sit beside a diversely experienced and overly educated 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 commissions 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. I serve mostly people in the Santa Cruz mountains. 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

introductory video

SERVICES