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We plan for your future so you can live in the moment.

Custom financial plans & investment strategies—where personal touch meets peace of mind.

Los Angeles Financial & Investment Planning

Wealth management can be an overwhelming experience. Gain control by letting our experts help organize and simplify your finances. At Shared Vision Wealth Group, we're your partner in finding the unique financial balance that works for you.


How We Can Help You

Shared Vision Wealth Group is an independent

Registered Investment Advisor (RIA)



. We operate a fee-only (no commission) practice, and our services include:

About Shared Vision Wealth Group

As your Los Angeles financial planning experts and fiduciaries, our objectives align with yours, and we always act in your best interest. We believe trust is the foundation of an impactful, long-lasting relationship.

Our Clients

Successful households (and business owners) looking for a solid plan for their future turn to our professionals.

Learn More

Our Approach

We listen and get to know you, delivering a customized experience.

Discover How

Our Team

When you hire us, you get access to highly-skilled financial experts with proven track records.

Meet Our Team

We’re Working for You, Los Angeles

There’s always something to do in Los Angeles, and that’s what makes it such a great place to live and work. The City of Angels is also a place where artists and dreamers seek opportunities to do what they love, whether it’s acting, writing, or some other creative field. We love working closely with those who call Los Angeles home and helping them live their dreams through solid financial planning and wealth management. If this is you, we’d love to meet you.


Take Control of Your Future Today

If you’re ready to work with a Los Angeles financial planning firm that will truly understand you and your goals, let’s get started.

(760) 349-1750

* Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP®certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.