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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Cardinal Point Capital Management Inc. 4 years, 1 month May 2013 - Present
Cardinal Point Wealth Management , LLC 6 years, 4 months Feb 2011 - Present
E*Trade Capital Management LLC 1 year, 7 months Jun 2009 - Jan 2011
E*Trade Securities LLC 4 years, 8 months May 2006 - Jan 2011

Designations & Memberships

  • Society of Trust and Estate Practitioners
    Membership
    Society of Trust and Estate Practitioners
    The Society of Trust and Estate Practitioners (STEP) is the leading worldwide professional body for practitioners in the fields of trusts, estates and related issues. STEP members help families secure their financial future and protect the interests of vulnerable relatives. STEP promotes the highest professional standards through education and training, leading to widely respected professional qualifications.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Retirement Planning Counselor
    Designation
    Chartered Retirement Planning Counselor
    The CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience.

Articles and Answers

Answers

Ask a financial questionAsk a question
I am a Canadian citizen living in California & I own Canadian retirement accounts.
Hello Anne,Your question is an important one for Canadian retirement plan holders currently living in California. Likewise, Canadians who are contemplating a move should educate themselves prior to a transition from Canada to California. This is a specialized area of financial, tax and investment m...  (more)
Answered Mar 2014
Why should I work with a cross-border financial advisor from an advisor who solely operates in the US or Canada?
Canadian and American citizens cross the 49th parallel for many personal and professional reasons. Additionally, temporary and permanent cross-border movements enhance the complexity of investment management and financial planning. The primary cause for this situation is that taxable and retirement ...  (more)
Answered Jun 2012
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jan 2, 2017
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Jan 2, 2017
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Cardinal Point Wealth Management, LLC

    Last updated on June 12, 2017
      • $333.9M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 150
        number of clients
      • $2.2M
        Estimated Average Account Balance Per Client

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements