A complete list of active advisors currently associated with Silicon Beach Financial LLC

Warmer can help you find a great advisor at Silicon Beach Financial LLC or one who fits your needs even better.

Silicon Beach Financial serves individual and high‑net‑worth clients and, unusually for a solo independent adviser, also works with corporate or business clients. The firm offers comprehensive financial planning and discretionary investment management alongside business‑focused consulting such as business planning and employee benefits analysis. The firm’s investment approach emphasizes Modern Portfolio Theory and asset allocation with a bias toward passive funds and long‑term holdings, while also offering socially responsible (ESG) options and the use of Outside Managers and a third‑party program for discretionary management. Custody and execution are arranged through institutional platforms and the adviser may aggregate trades across client accounts for execution. What distinguishes the firm from many peers is the integration of business services—business exit planning, employee benefits optimization, and tax preparation for individuals and businesses—into a fee‑only advisory practice. The adviser holds both CFP® and Enrolled Agent credentials and manages a small, boutique client base (roughly $13 million in AUM across fewer than 20 clients), a combination that supports blended planning, tax, and business consulting that is less common among single‑advisor independent firms.

To learn more about the advisors currently working at Silicon Beach Financial 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.