Investing For You
If your income is too high for a Roth IRA, a backdoor Roth can still allow contributions through a simple two-step process.
Pay taxes strategically today so more of your retirement income can be yours tomorrow, not the government’s.
Market drops are painful but entirely normal. We help you stay invested and avoid panic that can lock in permanent losses.
As an independent firm, we manage your portfolio without a corporate agenda, typically meet with you every 90 days & manage risk to support long term growth and confidence.
We help clients separate strong feelings they may have about politics from the often-simpler dynamics of what grows wealth, keeping eyes on the prize.
We help clients balance stocks and bonds for growth and stability, aligning investments with goals, timeline & comfort with risk.
Time in the market matters most. We strive to align your horizon with the right balance of growth, stability & care.
We help clients answer the most critical question. Numbers matter, but financial confidence matters more.
The Kitchen Table Guide
A free guide with 12 talks about money, wishes and the people you love, plus a worksheet for each. Built for every kind of family, chosen family included.
What Clients Say
“Simon's team isn't just about managing a complex portfolio; it's about understanding the strategy behind it. They excel at explaining the 'why,' giving me unwavering confidence.”
Tech Founder, Age 40 · San Francisco · 06/26/2025
Each statement under ‘What Clients Say’ is a testimonial by a client of the financial professional, on dates shown in each case. The client has not been paid nor received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Talk With Simon · simon@calfp.com
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