We're proud to be an independent, fee-only fiduciary planning firm located in Santa Cruz, CA. No sales pressure, no hidden fees - just honest advice. Meet our team, let us answer your questions, and find out how we can help you live the best life possible with the money you have. As comprehensive financial planners, we handle everything in your life
Pamela Rocco —
Positive: Professionalism, Quality, Responsiveness, Value
The entire team at NBFA is blindingly competent, affable and
Welcome, I'm David De La Rosa, an independent financial advisor serving clients in Amador and Santa Cruz counties. I help private clients and Small Business Owners Invest with tax mitigation strategies to move towards their Desired Life. My greatest reward is truly being able to help clients transform their life for the better.
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Wealth management in Santa Cruz, CA
Financial planning in Santa Cruz, CA