Wealth Planning
Investments & Planning Process
Get to Know Us
About Focus Partners
Education & Insights
Our clients enjoy access to a wealth of our continuously updated insights and educational resources.
Events
As passionate communicators and educators, we offer a variety of programs for our clients and community.
Curated Providers
Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.
Institutional Services
The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.
Retirement Plan for Businesses
Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.
Wealth Planning
Investments & Planning Process
Get to Know Us
About Focus Partners
Education & Insights
Events
Curated Providers
Institutional Services
Retirement Plan for Businesses
101 Cooper St
Santa Cruz, CA 95060
CFP®, CPA
Wealth Advisor
CFP®
Regional Vice President