Who We Are

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.

Christopher | Founder | Signet Strategic Wealth Management

Christopher C. Soulios CFP®, CSRIC™

Founder, LPL Financial Advisor
cs@signetstrategicwealth.com
805-267-1226

“Let him who would move the world first move himself.”

― Socrates

Chris partners with his clients to form authentic relationships that are designed to yield impactful financial planning and investment results. He deeply believes that through partnership, clients’ goals and milestones are best achieved. Chris’ deep commitment to scholarship and professional development ensures his clients receive recognized services and strategies.

Chris is a CERTIFIED FINANCIAL PLANNER™ and CHARTERED SRI COUNSELOR™ professional and holds certificates in both Financial Planning and Taxation from UCLA as well as several other degrees and licenses. Over the past decade, Chris has taken an active role in his community both donating his time and resources to local causes. He believes that, through the founding of Signet Strategic Wealth Management, more people will develop an understanding of the power of their portfolios through socially responsible investment strategies and the myriad of options available to create significant benefit in their community.

Professional Designations and Registrations:

  • CERTIFIED FINANCIAL PLANNER™
  • CHARTERED SRI COUNSELOR™
  • General Securities Principal (Series 24)*
  • General Securities Representative (Series 7)*
  • Uniform Investment Adviser (Series 66)*
  • CA Life, Accident & Health Insurance License 0F07678
  • Long-Term Care License

*registrations held through LPL Financial

Education:

  • Pepperdine University, Bachelor of Arts, Political Science
  • Personal Financial Planning Certificate UCLA
  • Certificate in Taxation UCLA

Check the background of your financial professional on FINRA’s BrokerCheck.

Mike | Financial Advisor | Signet Strategic Wealth Management

Mike Toomey

LPL Financial Advisor
mt@signetstrategicwealth.com
310-944-3259

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 accumulation, retirement planning and wealth transfer with a specialty in helping his clients assess their needs, formulate long-range goals and determine their risk tolerances. Once the client’s needs and goals are established, he recommends portfolios that are designed to help them pursue success. Mike educates clients along the way so that the process is very interactive. This collaborative effort makes the process more personal with regular consultations so that the clients get to know Mike well and Mike gets to know his clients well, forming a long-term relationship. Mike is married with a son who is an executive chef in San Francisco. He enjoys traveling and is an avid golfer. Mike is also on the board of a local non-profit and volunteers in his community several times a month.

Professional Designations and Registrations:

  • General Securities Representative (Series 7)*
  • Uniform Securities Agent (Series 63)*
  • Uniform Investment Advisor (Series 65)*
  • CA Life, Accident & Health Insurance License 0A90945

*registrations held through LPL Financial

Check the background of your financial professional on FINRA’s BrokerCheck.

Mary Heitzman

Plan Manager, LPL Financial

In her role as Plan Manager at LPL Financial, Mary supports Signet Strategic Wealth Management where she assists in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, Mary partners with advisors to deliver financial planning support by providing detailed data analysis and cultivating planning strategies to assist clients in reaching their financial goals. LPL’s Paraplanning Solutions group is not affiliated with Signet Strategic Wealth Management.

Mary’s financial services career began in 2018 where she served various roles at advisory offices supporting financial advisors prior to joining LPL Financial in 2023. Mary received her Bachelor of Science in Business from Aquinas College and is a CFP® practitioner. 

Mary and her husband live just outside Grand Rapids, Michigan where they raise their one-year-old son. They enjoy the outdoors, cooking, and live music.

Bobbi Fox

Administrative Consultant
bf@signetstrategicwealth.com
833-879-8316

Office Hours: 8:00am-4:30pm CT

Bobbi is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline advisors' practices. She partners with advisors to provide support on administrative tasks and client management functions.

Bobbi has worked in the financial services industry for over twenty years in administrative roles at companies including Cetera Financial Group, Docupace Technologies and Cambridge Investment Research. She joined LPL in 2021 to apply her experience working with advisors in the Admin Solutions Program.

Bobbi is from Iowa and is an active member of her local Elks club. She enjoys spending time with her family, friends and three English bulldogs. She also has a passion for live music and traveling.