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

February 15, 2020

Downsizing your house in retirement can make a lot of sense, especially when you are looking for ways to make your retirement dollars go further.  After all, the kids are likely out of the house, and having a large home with a big mortgage and expensive upkeep may not...

February 7, 2020

I love the idea of annuities.  Wouldn’t it be wonderful if retirees could simply get ‘minimum returns’ or ‘guaranteed withdrawals’ from their money and take all of the risk out of investing?  After all, investing can be scary and ‘participating in the upside in the mar...

February 2, 2020

As of Friday January 31st, the stock market officially erased the gains for the year as fears of the Corona Virus increased and the United States ceased flights to and from China to curb the spread of the disease.  While market reaction has still been somewhat subdued,...

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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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