A complete list of active advisors currently associated with Santa Cruz Financial

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

Santa Cruz Financial serves individual clients and offers investment advice, non‑discretionary portfolio management for publicly traded securities, and comprehensive financial planning. Financial planning is provided on an hourly basis and portfolio recommendations require client approval before execution. The firm describes a long‑term, passive investment approach that emphasizes diversified allocations to large‑cap equities, dividend‑growth names, and high‑quality bonds while avoiding speculative or highly leveraged instruments. It seeks to minimize trading to reduce transaction costs and tax consequences and conducts regular account and plan reviews to monitor alignment with client goals. Notable among peers, the brochure highlights the combination of hourly financial planning and individual portfolio management alongside a policy of not accepting commissions or third‑party economic benefits, which the firm frames as a way to limit conflicts of interest. The filing also notes the adviser is newly established, currently reports no assets under management, and maintains written policies such as a Code of Ethics and a business continuity plan.

To learn more about the advisors currently working at Santa Cruz Financial, 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
Omar Shallan	Rancho Cucamonga, CA	0

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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.

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