Our Principals

Honesty is at the core of all that we do.

Throughout our time in the industry, we have seen too many advisors make decisions based on their own interests rather than the interests of a client. We always act in the best interest of our clients. This is prevalent in everything that we do.

Our goal is to be upfront and give clients straight answers that they can use to make very important financial decisions using the best tools that are available. Finances can be complex, and we strive to make it simple with:

  • Honesty

  • Independence

  • Equity

  • Inclusivity

  • Reliability

Our broker dealer Cambridge Investment Research, Inc. helps us make these goals a reality by providing the support that our boutique office needs. We chose to partner with Cambridge because the firm is committed to remaining independent. Unlike many of our competitors, we aren't pressured to use certain investment products and can truly give advice that we believe is best for clients.

+1 888 322 5881
info@sunsetcliffscapital.com

1635 Rosecrans Street, Suite B
San Diego, CA 92106