Digital Wealth is a fee-only financial planning and investment management firm dedicated to assisting technology professionals and their families with their personal finance.

A financial planner has the knowledge and experience to assist you set up and follow the proper systems for your personal finance. The planner will collaborate with you to establish your financial plan holding you accountable to the plan. The financial planner will also be a sounding board for your important financial decisions. A financial planner provides organization, collaboration, education and behavior modification.

Technology professionals and their families who are serious about saving and working to achieve their financial goals. They are looking for Digital Wealth to collaborate with them, hold them accountable and help them maximize their fullest financial potential to live their ideal life.

Someone who is not passionate about getting their finances in order, someone who is looking for a stock picker, someone who is not responsible about doing what they say they will do, someone who does not keep meeting commitments, someone who cannot defer gratification, someone who cannot delegate, someone who cannot afford the fees of a financial planner, someone who does not use digital technology.

It is more convenient for you if we meet either at your work, home or virtually. Cloud computing and meeting technology obviates the need for a formal office. If we do meet in person at first we will usually find that we will probably meet via video chat or telephone and screen sharing in the future as it enables us both to use our time most efficiently.

The first meeting is complimentary. This meeting serves as time to get to know one another and see if we can work well together. We will chat about your goals and finances at a high level, discover areas of opportunity and discuss how we can move forward together. If I can provide value then we will begin a working relationship; if not, then there is no cost or obligation. Click here to schedule a chat.

The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. – See more at: CFP Board

Digital Wealth is a fee-only financial planning and wealth management firm which means that our compensation comes directly from the clients we serve. We do not receive commissions from companies by selling products. To learn more about our services and pricing click here.

If you are struggling to keep up with the demands of credit card debt or other personal debts, you may be better served by getting in touch with a credit counselor. The National Foundation of Credit Counseling can be a great resource to find a qualified credit counselor and see if a Debt Management Program might be a good option for you.

No, unlike other firms Digital Wealth does not have a minimum. Financial planning services are available for you prior to accumulating wealth. We want to instill the proper money habits early so wealth accumulation will come easier and automated. We do expect you to subscribe to either Basic Planning or Comprehensive Planning program for Digital Wealth to provide Investment Management. To learn more about our services and pricing click here.

Schedule an Introductory Meeting by clicking here. You can also reach me by phone or email by visiting my contact page. If you aren't quite ready to meet but you would like to keep in touch, please feel free to sign up for my blog posts here.

The name Digital Wealth has a dual meaning: First, the firm works with the Digital LA community. Second, the firm utilizes leading-edge digital tools to provide a frictionless, high-level of financial planning and investment management.

Digital Wealth is virtual in nature which enables us to assist in the State of California and in other jurisdictions where exempted. Although we are focused on Silicon Beach we are able to work with clients in other tech communities such as Silicon Valley, Seattle, Portland, Boulder, Denver, Salt Lake City, Austin, New York, Washington D.C., Research Triangle, etc.