Moneywise Wealth Management

Specialties

Providing financial advice is serious business. People entrust their financial future to Moneywise Wealth Management, and we have a responsibility to help our clients protect what they have worked so hard for.

Moneywise Wealth Management is a premier financial services firm in Central California, not only because of our ability to help our clients meet their individual financial goals, and the superior service we provide, but as a result of who we are and what we believe: the core values and ethics that guide our organization.

You can listen to the Moneywise Guys weekdays from 10 am to Noon (PST) on KERN 1180 or streaming online at www​.kern​ra​dio​.com

History

Established in 2003.

When Moneywise began, it was a merging of multiple areas of expertise in the financial and retirement industry. We began with several specific goals in mind. We wanted to operate an independent firm, focused on reducing conflicts of interest so prevalent in the marketplace. We wanted to provide the type of service that was common 50 years ago, where courtesy and professionalism were standard. We wanted to guide the organization by a set of values that places client needs first.