About My Practice
Spinnaker Financial Advisors, LLC provides fee-only wealth management services, including comprehensive financial planning and consulting and investment advisory and management services.
We are deeply committed to helping families and individuals reach their lifestyle and financial goals by:
- Thorough and Creative Planning
- Disciplined Investing
- Reduction of execution, tax, and management costs.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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