Who We Are

Who We Are

Moneywise is a wealth management firm who partners with individuals, families, and organizations in identifying and achieving financial and life goals.

Moneywise provides objective, independent, and top tier investment solutions that are tailored to each client’s individual goals and risk profiles. We are committed to a high level of client service with focused attention on each person’s unique needs. We offer superior world-class investment advice and performance.

We noticed that the firms operating in Kern County used two basic approaches: (1) a one person shop where the advisor was forced to be an expert in all areas of finance or (2) a corporate structure, full of conflicts of interest, that seemed to discourage objectivity and independence which forced the advisor to lose his objectivity and forced to advise clients based on what was best for the corporation and not the unique needs of the client.

We filled this need by merging multiple areas of expertise in the financial and retirement industry. By having Investment Advisors, Planner, tax professional/CPA, and Attorney in-house working together to create a truly comprehensive wealth management firm.

In 2001, the Moneywise Guys radio show began which gave us the unique ability to educate and communicate with our clients as well as the community.

Moneywise is guided by a set of values that places client needs first. Our company culture is the result of shared values guiding everything we do, whether it is communicating with our clients, collaborating with one another or giving back to the community. Our values supply the compass by which we stay focused: providing sound financial advice to our clients.

Our Services

Our Advisory Team

COVID-19 UPDATE: During this ever-evolving time, our financial advisory team continues to service clients Monday - Friday and from remote offices. We're closely monitoring + complying with state and county suggestions in order to best protect our clients' + staff's safety and health. In-person meetings are not advised. Questions? Please call us! 661-847-1000