Carpe Diem Financial Life Planning

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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

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