HarborLight Investments

HarborLight Investments is a Financial Planner in Santa Cruz, CA. This fee-only, fiduciary firm provides full-service investment management and individualized financial planning, including retirement planning, college funding, estate planning, tax strategies, and charitable giving. The firm serves clients in Santa Cruz and El Cerrito, offering direct access to wealth managers without the use of outsourced services. The business maintains a 5.00 rating.

The team consists of CERTIFIED FINANCIAL PLANNER™ professionals who manage investments in-house. Having transitioned from roles in institutional environments such as BlackRock and MSCI, the advisors focus on applying real-world risk management and analytical expertise directly to individual client needs. The firm operates on a transparent, fee-only model and does not sell products or collect commissions.

Located on 7th Ave, the office is situated near Twin Lakes State Beach and Five Branches University, and is a very short distance from Twin Lakes Beach and Leona Creek.

HarborLight Investments is known for providing transparent, personalized financial advice and direct access to experienced professionals. The firm stands out for its commitment to a fiduciary standard that puts client interests first.

HarborLight Investments provides dedicated wealth management and financial planning services to the Santa Cruz community.