Founder and CEO of Arbor Financial Services

Founder and CEO of Arbor Financial Services We are an independent, socially conscious , investment management and financial consulting firm, and have been helping our clients since 1996.

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.
06/05/2026

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.

Earnings season can move markets. Find out why.
06/03/2026

Earnings season can move markets. Find out why.

Earnings season can move markets. What is it and why is it important?

06/01/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Just entering retirement? Here's what you need to know.
05/29/2026

Just entering retirement? Here's what you need to know.

Regardless of how you approach retirement, there are some things about it that might surprise you.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
05/27/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
05/25/2026

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

As complex as the details of taxes can be, the income tax process is fairly straightforward.
05/22/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

An ILIT could play a role in your estate strategy.
05/20/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
05/18/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

With increasing wealth comes unique financial challenges.
05/15/2026

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Address

595 E. Colorado Boulevard Suite 432
Pasadena, CA
91101

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

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