A complete list of active advisors currently associated with Mine & Arao Wealth Creation and Management, LLC
Warmer can help you find a great advisor at Mine & Arao Wealth Creation and Management, LLC or one who fits your needs even better.
Mine & Arao Wealth Creation & Management serves individual investors, pension plans, and businesses, with the vast majority of its clientele drawn from an affiliated CPA tax practice. The firm offers discretionary investment management together with financial planning and tax, retirement, and estate planning services. Its investment approach is centered on comprehensive asset allocation that considers age, risk tolerance, and short- and long‑term capital needs, with portfolios constructed from mutual funds, ETFs, individual stocks, bonds and CDs. The firm generally maintains a low‑turnover posture, monitors allocations periodically, and explicitly factors transaction costs and tax consequences into portfolio decisions. What distinguishes the firm from many peers is its formal affiliation with an accounting practice and the extent to which investment advice is integrated with tax and bookkeeping work; firm principals hold CPA and Personal Financial Specialist credentials and meet with clients routinely during tax season. Clients are free not to use the accounting affiliate, but the dual relationship is a central feature of how the firm operates and is disclosed as a potential conflict of interest.
To learn more about the advisors currently working at Mine & Arao Wealth Creation and Management, LLC, 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 |
|---|---|---|
Campbell, CA
| 26
| |
Campbell, CA
| 26
|
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