Robert Arne is a CFP-designated registered investment advisor at Carpe Diem Financial Life Planning, based in Ben Lomond, CA, with 10 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 1 clients with $2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carpe Diem Financial Life Planning provides portfolio management services on a non-discretionary basis, but does not specify AUM fees. The firm primarily uses fixed retainer fees for its services.
Location
Ben Lomond, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the President, Accountant & Proprietor of Carpe Diem Tax Services, dedicating about 10-20% of his time. He also works as an Adjunct Professor in the Financial Planning Program at Golden Gate University, spending about 10-20% of his time. Additionally, Robert owns rental real estate, requiring minimal time.
Employment History
Current Registrations
Carpe Diem Financial Life Planning
Previous Registrations
Dwr Wealth Management, LLC
State Registrations1 state
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