Lafayette is located on 15 square miles in Contra Costa County, one of nine counties of the San Francisco Bay Area. The City was incorporated in 1968, although settlement of the area began in 1848. Lafayette is noted for its high quality of life with top rated schools, low crime rate, small town downtown, clean air, mild climate and oak tree-studded hills. Located between Berkeley and Walnut Creek, Lafayette has its own Bay Area Rapid Transit station (BART) and is only a 25 minute BART ride from San Francisco. Mission Statement: Lafayette was incorporated for the preservation and enhancement of the semi-rural character of the community. Lafayette shall endeavor to maintain the nature of the community by using a volunteer system of commissions and committees and a small staff whose number is consistent with the services provided. Limited services and a conservative fiscal policy are Lafayette’s practice.

Sombrilla is a full service digital marketing agency dedicated to helping small to medium businesses make the most of the online space.Whether your goals are to increase revenue, raise brand awareness, or boost traffic to your website, our team of experts can take your business to more customers online. At Sombrilla we understand a successful online marketing strategy requires partnership between key channels of communication. Each channel compliments the next to deliver a clear, concise and powerful message to your target market. From web design and development through to SEO, email marketing and social media, we have you covered.

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Artiea Capital Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Lamia Financial Group, Inc., is a tax services firm with over 75 years combined experience. Our expertise is in individual, trust and business entity tax planning and preparation.

Since our founding in 2008, our ensemble practice has been dedicated to designing, shepherding, and safeguarding the legacies of our clientele. Our firm helps wealthy families make smart decisions with their money, while educating them on how wealth should serve, rather than complicate, life. Clients feel at ease, knowing that integrity drives all our work. We expertly guide them through various financial planning phases, including investing, mitigating taxes, taking care of heirs, protecting assets, and magnifying charitable gifts. Our innovative, committed team is eager to take the burden of financial planning off our clients’ shoulders—so they can stop worrying about money, and instead spend time on what fulfills them. Although our practice began in the beautiful city of Santa Barbara, we have grown to serve clientele worldwide and have added office locations in Santa Maria and Pasadena, California.

We provide objective financial planning and investment advice, based on a thorough understanding of clients'​ unique circumstances. We offer the benefit of our experience, education, and professional training to help people pursue their personal financial goals. The financial consultants of Summit Wealth Management Group are registered representatives with and securities offered through LPL Financial, Member SIPC (sipc.org). Investment advice offered through Summit Wealth Management Group, a Registered Investment Advisor and separate entity from LPL Financial. The financial professionals associated with Summit Wealth Management Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Integrity Wealth Advisors is committed to helping individuals, families, and businesses grow, preserve, and distribute wealth. We are a local independent financial planning and wealth management firm, focused on one goal – helping you make wise financial decisions. We pride ourselves on being thoughtful independent fiduciaries, always acting in your best interest. Located in Ojai and Ventura, California

At Fischer Investment Strategies, you will enjoy the benefits of working with a fee-only firm that utilizes a customized, client-centered approach to financial management. At FIS, we cultivate relationships with our clients that are built on transparency, as well as mutual trust and respect. Whether you are seeking expert counsel on retirement planning, wealth management, estate planning, tax planning or risk management, Fischer Investment Strategies will work with you to develop a personalized plan that reflects your unique goals and risk parameters. We will assist you in securing opportunities often unattainable when attempting to negotiate today’s challenging financial environment on your own. We are committed to providing you with a sound investment plan that minimizes your fears while fulfilling your long-term goals.

We are an independent, Santa Barbara-based wealth management firm providing clear financial advice. We want to help you grow, manage and live off your investments. Working with us means you have direct access to our Senior Team with decades of experience. Whatever your life stage, we’re here to help you make better financial decisions. Approaching Retirement You are nearing retirement and have a lot on your plate. From paying for kids’ college to supporting aging parents. You are wondering if you have saved enough. Am I on track and can I reduce my risk? Do I need professional help? Retired It’s time to enjoy life, but living off your investments requires paying closer attention than ever. Rising healthcare costs and a bucket list to accomplish has you wondering, how do we maintain a standard of living and enjoy life without running out of money? 30-40s You’re paying a mortgage or student loans while trying to save so your kids won’t have the same financial burdens. What’s the best way to prioritize what’s important and still plan for the future? Whoever you are, you need a plan. Are you ready for what’s next? Let’s find out together.

Securities offered through LPL Financial, Member SIPC (SIPC.org). Investment advice offered through Cornerstone Wealth Management, LLC, a registered investment advisor. Cornerstone Wealth Management and Lifetime Planning, Inc are separate entities from LPL Financial. The financial professionals associated with Lifetime Planning, Inc may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

An independent wealth management firm serving high-net-worth clients and families, business owners, entrepreneurs, foundations and endowments located in Thousand Oaks, CA. Call us at 805.230.0111. Disclaimer: This platform is solely for informational and educational purposes only and contains information that is not appropriate for everyone. Nothing herein should be construed as the provision of personalized investment advice. This platform does not provide legal, tax or accounting advice. Before making decisions with legal, tax or accounting ramifications, please consult the appropriate professionals for advice that is specific to your situation. Your experience may vary according to your individual circumstances and there is no guarantee that the views and opinions expressed herein will come to pass. Additionally, this platform contains information derived from third party sources. Although we believe these third party sources to be reliable, we make no representations as to the accuracy, timeliness or completeness of any information prepared by any unaffiliated third party incorporated herein, and take no responsibility therefore. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. This platform should not be regarded as complete analysis of the subjects discussed.

Financial Planning Personalized for You Classic Financial provides complete financial planning which includes retirement planning, asset management, and insurance services. Preparing Clients for Their Future - The nation’s economic environment is ever changing. Classic Financial is determined to help clients prepare for the future, making sure their hard-earned assets are protected.