A complete list of active advisors currently associated with Confide

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

Confide is a fee-only, state-registered independent advisory firm that provides comprehensive financial planning and discretionary investment management to individuals and to employer-sponsored retirement plans and plan sponsors. The firm manages roughly $12.6 million on a discretionary basis for a small client base and offers project-based, hourly, and ongoing planning engagements. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes broad diversification using low-cost mutual funds and ETFs, implemented through client-specific Investment Policy Statements and discretionary trading. Confide also considers tax-efficiency and asset location in portfolio construction, may retain legacy holdings for tax or fit reasons, and provides ongoing monitoring with periodic reviews. Notably for a solo independent adviser, Confide offers pension consulting and acts as a 3(38) investment fiduciary for corporate retirement plans, including the preparation of written pension consulting plans for plan sponsors. The firm also engages in client education and workshops, informed by the principal’s doctoral training in financial planning and prior experience in graduate financial-education clinics, and participates in industry educational events.

To learn more about the advisors currently working at Confide, 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
Kristin Short	Thousand Oaks, CA	4

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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