Welcome
At Collaborative Financial Solutions, our mission is to help you define and pursue your financial and life goals. We create an environment that leads to a more comfortable relationship with your finances. Money decisions are important, but they do not need to be stressful. Our promise is to provide a caring environment that will help you manage your financial situation and support the path to your personal dream of freedom.
Our specialties include: Wealth management, socially responsible and green alternative energy investing, estate planning, divorce settlement planning and financial life planning.
It's a good time to call 805-965-0101
when you are 
planning ahead or dealing with:
Job Change - 401(k) Advice, Investment Selection, Benefits Analysis, Rollover Advice
Wanting a new relationship with your finances
Selling a home, business and other assets in the most tax efficient manner
Life happens/Protecting against serious loss: Disability, Life, Long-Term Care, etc.
Minimizing taxes, Tax Deferral and Tax Free investments
Inheritance/Sudden Wealth/Lottery
Divorce or Contemplating divorce
Retirement or nearing retirement
Securities and advisory services offered through LPL Financial,
a
Registered Investment Advisor, member FINRA / SIPC.
CA Insurance Lic.0B3314, Privacy Policy
The LPL registered representatives of Collaborative Financial Solutions, may only discuss securities or transact business with persons who are residents of Alabama, Arizona, California, Montana, Pennsylvania, Virginia, and Washington.
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.