Members

Professional & Financial Services

Consulting

• Chamberlain Fiduciary Consultants

  BRONZE MEMBER

  Chamberlain Fiduciary Consultants (CFC) is an independent advisory firm that works with plan sponsors to analyze their 401(k) plans and suggest ways to enhance employees’ retirement income.

  Website: www.chamberlainfc.com
  Phone: 831-420-1340
  Area: Santa Cruz

• Diversified Financial

  BRONZE MEMBER

  Our business purpose is to grow and conserve our clients' net worth.

  Website: www.difi.com
  Phone: (831) 438-7223
  Area: Scotts Valley
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  Pacific Mountain Advisors

  SILVER, CHARTER MEMBER

  Fee only financial planning/investment management.
  Over 25 yrs experience serving individuals/small business
  We help our clients create & manage their personal wealth.
  

  Website: www.pacificmountainadvisors.com
  Phone: (831) 438-9583
  Area: Scotts Valley

Community Supporters

Woodland Financial Wellness, Inc.