TOP 30 Wealth management experts in Capitola, California

7 results found

Rovai Wealth Management is a premier finance and insurance agency located at 1715 42nd Avenue in Capitola, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or protecting your assets, we are here to provide expert guidance and support every step of the way. Trust Rovai Wealth Management to help you secure a prosperous financial future.

Beach House Wealth Management is a finance institution located at 521 Capitola Avenue in the beautiful coastal town of Capitola, California, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and build wealth for the future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, our expert team is here to provide personalized financial guidance and support. Visit Beach House Wealth Management today and let us help you navigate the complex world of finance with confidence and peace of mind.

Block Advisors is a trusted institution located at 1475 41st Avenue in Capitola, California. Specializing in accounting and finance services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax preparation, financial planning, and more. With a commitment to personalized service and tailored solutions, Block Advisors is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Coast Financial Services, Inc. is a trusted accounting and finance institution located at 655 Capitola Road in Santa Cruz, California, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to help you achieve your financial goals. Visit us today to learn more about how Coast Financial Services, Inc. can assist you with all your accounting and finance needs.

Edward Jones - Financial Advisor: Stacey VanderKodde, CRPC™ is a trusted financial institution located at 1500 41st Avenue in Capitola, California. Stacey VanderKodde, a Certified Retirement Planning Counselor, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones is a reliable partner in helping individuals and families secure their financial future.

LPL Financial is a finance institution located at 1500 41st Avenue in Capitola, California, United States. They provide a wide range of financial services such as investment planning, retirement planning, and wealth management. With a team of experienced financial advisors, LPL Financial offers personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your investments or plan for your retirement, LPL Financial is dedicated to providing expert guidance and support every step of the way.

Welcome to TULA Center for Bodywork, your sanctuary for healing and rejuvenation located at 716 Capitola Avenue, Capitola, California. At TULA, we are dedicated to providing exceptional massage therapy and health education services to our community. Our team of skilled professionals brings a wealth of experience and specialized training to offer you a holistic approach to wellness. Jay, our co-owner and board-certified massage therapist, brings over two decades of experience in bodywork therapies. His journey began at the New York Open Center in 2000, where he mastered Swedish and Shiatsu massages, Yoga, and earned an Associate Polarity Practitioner certification. Jay's expertise includes Injury/Rehab, Sports, Swedish & Deep Tissue massage, Trigger Point therapy, and Structural Bodywork. His continuous pursuit of education in therapeutic bodywork ensures that he remains at the forefront of healing practices, sharing his knowledge and the gift of touch with every client. Recognized for his outstanding skills, Jay has been voted Santa Cruz Weekly’s Gold Massage Therapist in 2011 and 2012, and Good Times BEST Massage Therapist in 2015.