Connect with Top-Rated Financial Planners in Santa Cruz!

David De La Rosa, an independent LPL Financial Advisor, provides wealth management services to private clients and small business owners. He helps them invest with tax mitigation strategies to move towards their desired life. David offers a comprehensive approach, including cash management, retirement plans, employee retention, insurance, tax minimization, exit strategies, and estate planning. His goal is to help clients pursue their dreams and survive their worst nightmares.

Emso Asset Management Limited is a specialist asset manager, seeking to deliver positive risk managed returns on fixed income investments in emerging markets. With a team of experienced professionals, Emso combines decades of experience with a research-driven investment culture, analyzing the political, legal, economic, and technical aspects of each investment to build portfolios for its investors. The team frequently travels to investment markets and supplements its research with a global network of contacts. With offices in London, Greenwich, and Miami, Emso is an international asset manager that offers a technology-driven operations platform to deliver high-quality investment solutions to its global and predominantly institutional investor base.

Wildflower Financial is a fee-only, registered investment advisory firm in Santa Cruz, CA, offering comprehensive financial planning and investment management services to individuals and families. Our goal is to help our clients achieve financial security, abundance, and satisfaction in every aspect of their lives.

Our mission at Front Street Wealth Management is to provide fee-only, proactive wealth management services to individuals and families in the Traverse City area. We offer a range of services including investment management, tax planning, estate planning, and financial security audits.