Wealthscape Advisors, LLC is an independent, fee-only California Registered Investment Advisor firm in Santa Cruz and Silicon Valley offering wealth advisory services. We specialize in integrated financial planning and investment management for individuals and families. Let us provide the advice and management you need so that you can concentrate on pursuing your interests and life goals.
The Certified Financial Planner Board of Standards is a professional regulatory organization that promotes ethics, integrity and professional standards in personal financial planning. This gives the public an opportunity to have access to – and benefit from – competent, ethical financial planning. Individuals who meet the rigorous certification requirements are certified by the CFP® Board to use its certification trademark.
Ted George is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Learn more at www.cfp.net
The Financial Planning Association® (FPA®) is the largest association of professionals dedicated to championing the financial planning process. FPA members adhere to a code of ethics and are committed to cultivating the body of knowledge for financial planning, sharing best practices, and facilitating professional development.
Learn more at www.onefpa.org
The National Association of Personal Financial Advisors. NAPFA is the largest professional association of comprehensive, Fee-Only financial planners in the United States with over 1000 members and affiliates, in 45 states. NAPFA members are committed to the Core Value of the organization, agree to follow the NAPFA Fiduciary Oath and Code of Ethics strict fiduciary oath and are required to fulfill significant continuing education requirements.
Learn more at www.napfa.org
Dimensional is a new kind of investment firm. Over the years, they have translated financial science into real world investment solutions, and through their revolutionary approach, investors may seek to capture what the market offers in all its dimensions. Rather than trying to take advantage of the way markets are mistaken, they take advantage of the way markets are right.
Learn more at www.dfaus.com
Schwab Institutional provides third party custodian, security brokerage, banking and related financial services to independent registered investment advisors.
Learn more at www.schwab.com
SSG provides dedicated custodial services tor independent registered investment advisors.
Learn more at www.ssginstitutional.com
Pershing LLC, a BNY Mellon company provides security brokerage and related financial services to custodial service providers.
Learn more at www.pershing.com