Spiritus Financial Planning Information

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 everyone. 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. Independent, objective and always putting your best interests first, Spiritus clients enjoy stellar service and individualized attention. The Spiritus 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. With a focus on bringing your money and your life in alignment with your values, Spiritus helps clients develop sound financial strategies that can add more to their net worth than a lifetime of work. The goal at Spiritus is simple - to help clients make smart financial decisions - and securing your financial future.