Broker Check

Moneywise Wealth Management has officially moved! Visit us at our new location in the historic Woolworth’s Building at 1907 K Street, where we continue to provide the thoughtful, personalized service you’ve come to expect. 

Take Control of
Your Financial Future

Empower yourself with personalized strategies designed to fit your unique goals and circumstances. Our dedicated team offers local expertise and a personalized touch to support your financial journey. 

Book a Consultation

Empowering Your Financial Journey

By providing valued service and building lasting relationships, we can enrich your life by crafting financial strategies for a confident future. Our local and independent team has over two decades of experience, understanding your unique needs and aspirations to deliver a personalized approach for every client in our community.

The Moneywise Show

"The Moneywise Radio Show & Podcast" makes financial topics engaging and understandable through various media platforms. We aim to provide practical advice and financial education to everyone, regardless of their financial situation. Our down-to-earth approach and experience can be seen in our radio show, daily podcasts, and live media appearances. 

Listen Now

Guiding You to Financial Confidence

Our comprehensive services are designed to address your unique financial challenges and opportunities. With personalized strategies, we help you pursue clarity and confidence in your financial decisions.

Retirement & Financial Planning

Retirement & Financial Planning

Tailored strategies for income sustainability and aligning your financial journey with personal aspirations and long-term independence.

Learn More
Investment Advisory Services

Investment Advisory Services

Personalized investment strategies that match your risk tolerance and financial objectives.

Learn More
Business 401(k) & Annuities

Business 401(k) & Annuities

Customized retirement solutions for businesses and steady income streams for financial stability during retirement.

Learn More

Every decision you make today
can move you one step closer to your goals

Thank you for your submission! There was a problem with the form submission. Please try again.

Your Local Partner


Meet The Team


Rooted in the Bakersfield community since 2002, we pride ourselves on delivering personalized financial guidance with integrity and expertise. Our team is committed to fostering lasting relationships and empowering clients through education and support.

Meet The Team

Our Resources

Our Resources

Sharpen your financial knowledge by exploring our resource page, including episodes of “The Moneywise Show”.

Let’s Get Started

Schedule an introduction meeting with us and get started on your journey.

Schedule a Call