Connect with Top-Rated Financial Planners in Monterey!

Monterey Bay Asset Management, LLC is a fee-only fiduciary providing investment management advice to individuals, professionals, and business owners. Our team is dedicated to providing customized solutions and objective advice to our clients, free from conflicts of interest.

We strive to be the most trusted and respected financial boutique for women in transition, offering a co-pilot approach to achieving financial wellness. Our dedicated advisor has over 30 years of financial experience, focusing on creating a healthier financial environment for clients.

Our team of Certified Financial Planners offers a comprehensive range of financial services, including investment portfolio construction, life insurance, estate planning techniques, and general financial planning. With a deep understanding of the local community, we strive to provide personalized financial solutions tailored to meet each client's unique goals and needs.