Wisemoney Solutions

Wisemoney Solutions is a financial planner in Claremont, CA. This independent wealth management firm provides a full range of services, including financial planning, estate planning, retirement planning, tax planning, and asset management. Serving baby-boomers, pre-and-post retirees, and small businesses, the practice maintains a 5.00 rating.

The firm has operated in Claremont since 1997. Led by Cynthia Stauffer, a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent, the practice integrates financial and tax planning expertise to help clients avoid costly mistakes. The approach involves a thorough evaluation of each client's goals, tax situation, risk tolerance, time horizon, and cash flow needs to develop a prudent roadmap. Services extend to specialized areas such as college savings via 529 plans, life insurance planning, and managing complex situations like divorce, sudden wealth, or inheritance. Through LPL Financial, the practice focuses on providing objective advice and ongoing coaching to maintain long-term financial fitness.

The office is located on Shelter Grove Dr, near the Foothill Freeway and East Foothill Boulevard. The location is a short drive from Sumner - Danbury Elementary School and Griffith Park.

Wisemoney Solutions is recognized for its extensive experience, with the lead professional bringing over 20 years of industry expertise to the practice. The firm is known for its commitment to client education and its ability to provide comprehensive strategies for retirement, investments, and estate conservation.

Wisemoney Solutions provides dedicated financial planning and wealth management services to the Claremont community.