A complete list of active advisors currently associated with CareGen Wealth Management

Warmer can help you find a great advisor at CareGen Wealth Management or one who fits your needs even better.

CareGen Wealth Management is a California-registered advisory firm that provides investment management and comprehensive financial planning to individual clients — including high-net-worth households — as well as charitable organizations, corporations, and small businesses. The firm offers portfolio management (discretionary and non-discretionary), coordination with outside managers when appropriate, and ongoing planning services tailored to each client’s objectives and risk tolerance. The firm’s investment approach emphasizes Modern Portfolio Theory and primarily passive investment management, building diversified portfolios with index mutual funds and ETFs and monitoring them on an ongoing basis. Financial planning is offered on an ongoing, hourly, or project basis and expressly incorporates behavioral-finance coaching, retirement and estate planning, college savings, tax considerations, and employer benefit and equity-compensation analysis. Compared with many peers, CareGen makes a point of providing educational seminars and speaking engagements to organizations and the public — generally on a pro-bono, non‑sales basis — which the firm notes are purely informational and not personalized advice. The adviser also highlights capabilities for hands‑on implementation and coordination (including referrals to third‑party managers) and targeted planning for situations such as equity-compensation decisions and divorce-related financial issues.

To learn more about the advisors currently working at CareGen Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.