Goals

We are passionate about working alongside you to help you fulfill your objectives. We believe the first step in helping you achieve your goals is to know where you want to go, and the second step is planning how you’ll get there.

We believe that people themselves are the most worthwhile investment and that understanding your story and what you value is key to understanding how we can best serve you. 

25

YEARS

With more than 25 years of industry experience, our team is passionate about what we do. But don't just take our word for it. Get to know us yourself.

130

RELATIONSHIPS

 

For us, financial planning isn't about closing business, but about building relationships. Our most valuable asset is the trust our clients place in us.

 

300

PUBLICATIONS

We've written hundreds of articles and published two books on topics ranging from tax efficiency to value-based investing. We write because we believe that education is empowering.

1

MISSION

To improve the lives of our clients.

Customized Solutions for Your Situation

Unique Solutions

Families and Individuals

We believe that life is short and should be lived to the fullest. We offer customized planning solutions to fit your unique situation so you can spend less time worrying and more time doing the things you love. We work with singles, couples, families with estate needs, executives with complicated benefits, and every situation in between.​

Corporations and Small Businesses

Our team members bring backgrounds in accounting, mergers and acquisitions, corporate finance and corporate investing. We offer customized solutions in cash management, 401k planning, and pension management. By doing what we do best, we allow your company to focus on doing what you do best.  

Foundations and Non-Profits

Whether you're running an orphanage, creating clean water, or working to end hunger, like some of our existing clients, we're here to help make sure that the money you've been entrusted with is put to work. Click below to learn more about how we can help grow your foundation and further your impact. 

Young Professionals

As a hardworking professional, you don't have time to worry about whether you're making the right decisions for the future. You want streamlined investing options and access to a professional for those important life decisions. We hear you. That's why we've created a special product for those wishing to get started on building a stable financial future.​ 

Socal Edison

At Cedarstone we like to say we wrote the book on how to retire from Southern California Edison. We continue to enjoy our clients there and the relationships we have with them. Whether you are just starting with the company or have worked at Edison for 30 years, this book is for you. Written specifically for Southern California Edison employees by expert advisors, we’ll walk you through what it takes to successfully retire from Southern California Edison.

Our Community

Since our humble beginnings, we have been blessed by steady growth and confident support from our clients. Out of a deep sense of gratitude, we're building a culture of giving back: volunteering our time and our resources to those in need. Check out some of the ways we give back to our local and global communities.

We are a team of hard-working professionals who are passionate about working alongside you to help you achieve what you believe in.

Recent Insights

November 18, 2019

Paying for college is one of the most significant expenses that many households face, after retirement, and housing.   If you have a kid in college as I do, or you are about to start the journey of paying for college, then you should become well acquainted with the FAF...

November 11, 2019

As we move into the holiday season families across the country will come together – and refuse to talk about money.  Admittedly, talking about finances and estate planning can be a sensitive topic and getting mom and dad to admit they need a little help may be even mor...

November 4, 2019

Paying off the mortgage is a noble goal and is a great idea for most Americans.  Having a ‘mortgage burning’ or ‘debt free scream’ is a freeing event that brings peace of mind knowing that you own the roof over your head.  However, while paying off the mortgage is a no...

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Books and Events

1:10 pm

09/02/2018

Client Appreciation Day at Dodgers Stadium

 

DISCLOSURE Information on this website and others should be used at your own risk. Past performance does not guarantee future results. Securities investments involve risk; returns in such investments vary and may involve gain or loss. The materials and content herein are not a substitute for obtaining professional tax, personal financial planning, or other relevant financial advice from a qualified person or firm. For full disclosure click on the disclosure link at the bottom.

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2945 Townsgate Road Suite 200

Westlake Village, CA 91361

+ 888-571-5582

help@cedarstoneadvisors.com

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