Welcome to 3 Pointe Financial Services...

We are the personal CFO's for pre-retirees, retirees, sports professionals and business owners providing wealth management solutions from the coast to the desert to the mountains.

Our solutions and professional network of CPA's, attorney's, and other professionals continues to expand making our firm the one source to go to for all of your financial, tax and estate planning needs. With every personal situation different, our process involves hours of behind the scenes research and gives our clients the personal attention they deserve.

Representative registered with and securities offered through PlanMember Securities Corporation, a registered broker/dealer, investment advisor, and member FINRA/SIPC. PlanMember is located at 6187 Carpinteria Ave, Carpinteria, CA 93013 * (800) 874-6910. 3 Pointe Financial Services and PlanMember Securities Corporation are not affiliated entities.

Not all of the concepts and ancillary programs described in this website are available through PlanMember Securities Corporation, Inc., but are only available exclusively through the 3 Pointe Financial Services represented on this website.