Shira Ridge Wealth Management
Shira Ridge Wealth Management (CRD# 117627) is a financial advisory firm headquartered in Larkspur, CA. They manage $68,000,000 in 350 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management68MILLION
Total Number of Accounts350ACCOUNTS
Average Account Value$194,286
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Laurean Nardone (CRD# 1131151) is an Investment Advisor Representative working at Shira Ridge Wealth Management in San Anselmo, CA and has over 27 years of experience in the finance industry. Laurean Nardone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Andrew Arnerich (CRD# 4403989) is an Investment Advisor Representative working at Shira Ridge Wealth Management in Sacramento, CA and has over 16 years of experience in the finance industry.
Heidi Morshead (CRD# 1694450) is an Investment Advisor Representative working at Shira Ridge Wealth Management in Larkspur, CA and has over 24 years of experience in the finance industry.