At Signet Strategic Wealth Management, we are a Southern California-based financial services firm that specializes in creating wealth strategies using methodologies of environment, social, and governance (ESG) and socially responsible investing (SRI). We are passionate about providing financial guidance and strategies for investors seeking to align their portfolios with their values of social change and environmental responsibility.
Our company is named for a signet, a small seal often set in a ring that is used to authenticate documents. It is symbolic of our real commitment to our clients and your investment objectives. As a leader in financial planning and ESG/SRI-based wealth management, we are your experienced partner for real, authentic strategies that are tailored to you and your goals. “Your mark, our experience” means us bringing our knowledge, expertise, and wisdom together to help you make a lasting impact.
Founder, LPL Financial Advisor
Chris partners with his clients to form authentic relationships that are designed to yield impactful financial planning and investment results.
LPL Financial Advisor
Rich helps families and business owners think about wealth from a new perspective called, "Life Planning.” Life Planning integrates and molds together, not just the numbers-based analyses, but also the personal concerns of...
Jerome has been working as a Wealth Manager since earning his Bachelor's Degree in Business Administration from San Jose State University in 2006. He currently holds a Series 7, Series 63, Series 65, and Life and Health Insurance...
Mike has been providing financial and wealth management advice to his clients since 1991. He provides individuals, families and small businesses with education and guidance in wealth management. Mike advises clients in the areas of...
Senior Plan Manager