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 |
|---|---|---|
Thousand Oaks, CA
| 3
|
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