Our History
We are a new group with over 32 years in managing financial risk that seeks to provide the best results for our clients. Over those 32 years we have seen strong bull markets and market crashes. There have been fades and new ideas, but over the long term, focusing on what matters most has resulted in the best long-term results. We work with a team of specialists, Attorneys, CPAs, and Insurance specialists to make sure you have the best solutions for your individual situation. Investing is a marathon; you can be confident in a group that recognizes that building wealth starts with preserving what you have.
Our Mission
Our mission is to get to know and understand your needs, wants and long term goals. It is important to us that you understand the strategy that we develop, implement and monitor, with you to address your individual needs.
We understand that life circumstances change and the challenges face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. That is why we are committed to stay with you to utilize all of our resources to help you pursue your goals.
Ernie Arnold
BS Business Management, Cal Poly Pomona 1976
Ernie Arnold brings 42 years of diversified experience in the Financial Industry – the first 21 years in
International Banking with Lloyds Bank California and Fleet National Bank, holding positions in auditing,
marketing, country risk assessment, and operations. He then moved to the securities industry. Before
becoming a financial advisor, Mr. Arnold served three firms as Financial Principal, Compliance Officer,
and Branch Manager. In 2009 Mr. Arnold chose to serve individuals rather than companies. Ernie uses
his background in risk management and financial services to manage risk and personally build his clients
portfolio respecting their objectives and risk tolerance.