About Us

About Us

Planning With Purpose. Guided by Clarity. Built Around You.

At Flintridge Private Wealth, we believe financial planning should bring clarity, not complexity. Our role is to help you connect every part of your financial life—investments, retirement income, taxes, insurance, and legacy planning—into one coordinated strategy that supports the life you want to live.

Our Philosophy

Everything is connected

Financial decisions don’t happen in isolation. A choice about retirement income affects taxes. A tax decision affects investment strategy. A Social Security decision impacts long-term cash flow.

We take a comprehensive approach to planning so nothing gets overlooked and every decision supports your bigger picture.

What We Do

We provide integrated financial planning focused on:

  • Retirement planning and income strategies

  • Investment management and portfolio design

  • Tax planning and coordination

  • Social Security and pension decisions

  • Insurance and risk management planning

  • Estate and legacy planning support

Our goal is to simplify complexity and bring structure to your financial life.

Our Approach

Clarity first. Strategy always.

We begin by understanding your goals, concerns, and financial situation. From there, we design a personalized plan that brings everything together in a clear and actionable way.

We don’t believe in one-size-fits-all solutions. Every plan is built around your life, your timeline, and your priorities.

And as life changes, your plan evolves with you.

Our Commitment

A fiduciary relationship built on trust

As a fee-only fiduciary firm, we are committed to acting in your best interest at all times. We do not sell products or earn commissions. Our advice is designed to be objective, transparent, and aligned with your goals.

You can expect honest guidance, thoughtful communication, and a long-term partnership focused on helping you make informed decisions with confidence.

Experienced Financial Planning Professionals

The Right Financial Planning Team Can Transform Your Financial Future

Managing Partner, Wealth Advisor

Operations Manager

Client Service Manager

Business Support Provided by New Edge Advisors

As investment professionals, Flintridge Private Wealth receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.

Chief Compliance Officer

SVP, Strategy & Communications

Managing Director, Investments & Trading

Head of Portfolio Management

Chief Operating Officer

Senior Portfolio Manager

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Office Location

Visit Our Pasadena Office

Meet with the Flintridge Private Wealth team for personalized financial guidance and wealth management services tailored to your goals.

Pasadena Office

Flintridge Private Wealth

251 South Lake Avenue

Suite 800

Pasadena, CA 91101

Mon - Fri: 9:00 AM to 5:00 PM

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Advisory services offered through NewEdge Advisors, LLC, a registered investment advisor.

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

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