A complete list of active advisors currently associated with Carpe Diem Financial Life Planning

Warmer can help you find a great advisor at Carpe Diem Financial Life Planning or one who fits your needs even better.

Carpe Diem Financial Life Planning is a solo registered investment adviser serving individuals, high‑net‑worth individuals, and small businesses. The firm provides comprehensive financial planning across areas such as cash flow, retirement, tax, estate, and divorce consultation, delivers periodic educational workshops, and offers portfolio management services. The adviser combines Modern Portfolio Theory with elements of Austrian Economic Theory, favoring long‑term, globally diversified, tax‑efficient portfolios and occasionally employing hedging consistent with its macroeconomic views. Portfolio management is conducted on a nondiscretionary basis, with clients required to pre‑approve investment decisions and the firm performing quarterly monitoring and at least annual reviews. Noteworthy for a firm of its size, the adviser is an Enrolled Agent and operates an affiliated accounting/tax practice (Carpe Diem Tax Services SLV) that provides tax and accounting services under separate engagement agreements, a relationship that is disclosed as a potential conflict of interest. The firm typically charges a fixed retainer or hourly fees rather than percentage‑of‑AUM billing, and its nondiscretionary model means accounts are not aggregated for trade execution, which can affect transaction costs compared with discretionary, AUM‑priced peers.

To learn more about the advisors currently working at Carpe Diem Financial Life Planning, 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.

Name	Location	Years of experience
Robert Arne	Ben Lomond, CA	11

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