CA · Cardiff

Fiduciary advisors in Cardiff, CA

1 advisor with offices in Cardiff. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Cardiff

Seawise Financial, Inc.

Fiduciary ★5.0(28)

Cardiff, California

CFP

Fee-Only

Seawise Financial, Inc. is a fee-only fiduciary firm based in Cardiff, California, serving individuals and couples in their 50s and 60s approaching retirement. The firm offers retirement planning and discretionary investment management, with particular expertise in tax-efficient strategies, stock option analysis, and cash flow planning. Led by CFP-credentialed advisors including founder Timothy Kenney, Seawise delivers customized plans through a five-step process: discovery, plan design, tax strategy, implementation, and ongoing adjustments. The firm operates on a retainer model that allows clients to access planning services independently of investment management.

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Financial advisors in Cardiff, California

Advisors serving Cardiff specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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