Spiritus Financial Planning was founded by Mark Zaifman in 2003 with the intention of bringing fee-only, values-based financial planning services not just to the wealthy, but to all of us. Prior to then, this type of strategic, objective, personalized planning service was available only to high net worth investors.
Serving clients from coast to coast, Spiritus Financial Planning is a California registered investment advisory firm. We are independent and objective and always put your best interests first. With Spiritus, you can expect stellar service and individualized attention. We are interested in building lifelong relationships – beginning with you.
Our holistic approach to financial planning is both light-hearted and respectful of the profound, and often conflicted issues money can raise in one's life. We focus on bringing your money and your life in alignment with your values. We will help you develop sound financial strategies that can add more to your net worth than a lifetime of work.
Our goal is simple - to help you make smart financial decisions. Contact Spiritus today, and get started on securing your financial future.